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 Records
- Step 2: Click on your Salesforce custom object. In our case we will use “Transfer Warehouses”.
- Step 3: Click on the “Find” button to find records; we can also apply filter criteria to get filtered records.
- 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.
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.
Greytrix as a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners across the globe. We offers Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that requires apex code incorporation into the Salesforce platform.
Greytrix has some unique solutions for Cloud CRM such as Salesforce integration with Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100 and Sage 300 (Sage Accpac). We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data Migration, Integrated App development, Custom App development and Technical Support to business partners and end users.
Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star app listed on Salesforce AppExchange.
For more information, please contact us at email@example.com. We will be glad to assist you.