Transfer Records
A record owner, or any user above the owner in the role or territory hierarchy, can transfer a single record to another user. With some objects, such as cases, leads, and campaigns, sharing can be used to grant a user access to transferring records. Depending on the type of object, record ownership can be transferred in multiple ways.
Required Editions
| Available in: Salesforce Classic |
Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, Developer, and Database.com Editions Accounts, Campaigns, Contacts, Contracts, Leads, and Cases aren’t available in Database.com. Contracts are available in: Performance and Developer Editions and in Professional, Enterprise, and Unlimited Editions with the Sales Cloud. |
| User Permissions Needed | |
|---|---|
| To transfer multiple accounts, campaigns, contacts, contracts, and custom objects: | Transfer Record AND Edit on the object type |
| To transfer multiple leads: | Transfer Leads OR Transfer Record AND Edit on leads |
| To transfer multiple cases: | Transfer Cases OR Transfer Record AND Edit on cases AND Read and Transfer Record on related accounts |
| To transfer account, asset, case, contact, lead, note, opportunity, order, PersonAccount, ServiceContract, SalesTeam, or any custom object to an inactive user: | Update Records with Inactive Owners (API only) AND Edit on the object type |
| To transfer account, asset, case, contact, lead, note, opportunity, order, PersonAccount, ServiceContract, SalesTeam, or any custom object from an inactive user: | Update Records with Inactive Owners AND Transfer Leads OR Transfer Cases OR Transfer Leads OR Transfer Record (Classic only) AND Edit on the object type |
| Method | Available for |
|---|---|
| Transfer a single record | Accounts, campaigns, cases, contacts, contracts, leads, opportunities, and custom objects |
| Transfer multiple records by selecting the records from a list view and clicking Change Owner | Cases, leads, and custom objects, which can belong to either a user or a queue |
| Transfer multiple records using the Mass Transfer tool | Accounts, leads, and custom objects |
Ability to Change Ownership
- Users with the Modify All Data permission or the Modify All Records permission for the given object can transfer any record, regardless of who owns the record.
- To transfer a single record or multiple records from a list view, the new owner must have at least the Read permission on the object type. This rule doesn’t apply if you use the mass transfer tool.
- In Salesforce Classic, APEX code can't be used to update lead record owners to inactive users, even when users have the "Set Audit Fields upon Record Creation" and "Update Records with Inactive Owners" permissions assigned to them.
- When territory management isn’t enabled, to transfer ownership of any single record, a
user must have the appropriate Edit permission. The user must also either own the record
or be above the owner in the role hierarchy. In addition, when a case is related to an
account, a user must have Read and Transfer Record permissions on the account.
The Public Full Access and Public Read/Write/Transfer sharing settings give all users with the appropriate Edit permission the ability to transfer ownership of that type of record.
- When territory management is enabled, you can enable users assigned to territories to transfer the accounts in their territories, even when they aren’t the record owner.
- To transfer campaigns, users must also have Marketing User selected on their user record.
- To transfer accounts that have related contacts who are external users, you must have the Manage Roles or Manage External Users permission.
- To transfer ownership of a case, contact, or opportunity record, either:
- The new owner must already have at least read access to its associated parent account via sharing features.
- The user who is transferring the record must have the ability to share the associated parent account. The account owner, system administrators, users who are above the account owner in the role hierarchy, and users with the Modify All Records permission on accounts have this ability.
Changing Ownership for Portal Accounts
- To transfer a Partner account, you must have the Manage Users or Manage External Users permission.
- If you own a Customer Portal account, you can transfer the account to any user in your same role without special permissions. You can’t transfer a Customer Portal account to a user with a higher or lower role.
- Partner accounts can only be transferred to users with the Manage External Users permission.
- To transfer a Portal account with both Customer and Partner Portal users, you must have the Manage Users permission.
- You can’t assign an account with Customer Portal users to an owner who is a partner user.
