Mass Transfer Custom Object Records from One User to Another

By | August 26, 2014

Salesforce provides the ability to mass transfer records from one user to another user. This feature is currently available for some standard Salesforce objects like Accounts and Leads as well as all the custom objects. Only users with administrator rights can transfer records from one user to another user.

To transfer the user, follow the below steps –

  • Step 1: Navigate to Setup -> Data Management -> Mass Transfer Records1
  • Step 2: Click on your Salesforce custom object. In our case we will use “Transfer Warehouses”.2
  • Step 3: Click on the “Find” button to find records; we can also apply filter criteria to get filtered records.3
  • Step 4: On clicking find button the related records will get populated in the list and the user can select all the records by checking the Header Checkbox or they can select individual records from the list.
  • Step 5: Now the user needs to select the Transfer from and Transfer to users from the Lookup.
  • Step 6: Once from and to transfer user has been selected then the user can transfer the selected record using the transfer button.4

Once records have been transferred then the owner will change to new user and the new user can now view\edit\delete record in that custom object.

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