Examkin

Question

Difficulty: HardData Export, Backup Services, and Mass Operations

A Salesforce administrator is tasked with reassigning record ownership following a corporate sales territory reorganization. The administrator plans to use the native Mass Transfer tool in Setup rather than external API-based tools like Data Loader. Which two statements correctly describe the capabilities and operational behaviors of the native Mass Transfer tool? (Choose 2 options)

  1. The administrator can mass transfer Accounts, Leads, Cases, Contracts, and Custom Objects, but cannot select standalone Opportunities for mass transfer without transferring their parent Accounts.Answer
  2. B
    The native Mass Transfer tool automatically suppresses all active validation rules and record-triggered flows during ownership reassignment.
  3. When performing a mass transfer of Accounts, the wizard provides options to selectively include open opportunities, closed opportunities, and open cases owned by the account owner.Answer
  4. D
    The native Mass Transfer wizard can process and reassign up to 50,000 records in a single execution batch without needing multiple search iterations.

Answer

The native Mass Transfer tool supports reassigning Accounts, Leads, Cases, Contracts, and Custom Objects, but requires standalone Opportunities to be updated via Account transfer or Data Loader. Additionally, when transferring Accounts, the setup wizard explicitly allows administrators to include related open opportunities, closed opportunities, and open cases owned by the existing account owner.
The native Mass Transfer feature in Salesforce Setup is designed for specific objects including Accounts, Leads, Cases, Contracts, and Custom Objects. Standalone Opportunities cannot be mass transferred directly through a dedicated Mass Transfer Opportunities wizard; they must either be transferred as related records during an Account transfer or updated in bulk using Data Loader. Furthermore, when reassigning Accounts, the wizard explicitly grants options to transfer open opportunities, closed opportunities, and open cases owned by the target user.

Step-by-Step Solution

1
Identify the supported objects for native Mass Transfer in Salesforce Setup.
Confirm that native Mass Transfer covers Accounts, Leads, Cases, Contracts, and Custom Objects, but lacks a standalone wizard for Opportunities.
Understanding built-in administrative wizard boundaries prevents choosing incorrect tools for bulk ownership updates.
2
Evaluate the specific options available when transferring Accounts.
Recognize that the wizard offers checkboxes to transfer open opportunities, closed opportunities, and open cases owned by the account owner.
Account ownership transfers cascade access and ownership to child records based on selected wizard options.
3
Review system limits and execution behavior for Mass Transfer.
Disprove batch limits of 50,000 (UI is limited to 250 records per query result) and rule out automatic automation bypasses.
Mass operations in the UI adhere to governor search limits (250 items per transfer operation) and standard order of execution.

Key Concept

Native Mass Transfer Capabilities and Limitations
Rate this question

Topics

Data Export, Backup Services, and Mass Operations

More questions from this topic