A sales representative has recently left the company, and an administrator must reassign all of their Account records to a new representative using the native Salesforce Mass Transfer Records wizard. The transfer must also include open opportunities and related contacts owned by the former representative. Arrange the steps in the correct chronological order to complete this process.
- 1Navigate to Setup, search for Mass Transfer Records in the Quick Find box, and select Mass Transfer Accounts.
- 2Specify the former representative in the 'Transfer from' field and the replacement representative in the 'Transfer to' field.
- 3Check the boxes to transfer open opportunities, open activities, and contacts associated with the transferred accounts.
- 4Set filter criteria to find the specific accounts, click Find to execute the query, select the matching records, and click Transfer.
Answer
The correct sequence of steps begins by navigating to Setup and opening the Mass Transfer Accounts tool. Next, set the 'Transfer from' user to the former representative and the 'Transfer to' user to the replacement representative. Third, select the appropriate configuration checkboxes to include open opportunities, open activities, and related contacts. Finally, define any filter criteria, run the search query, select the targeted account records, and click Transfer.
The correct order follows the natural workflow of the Salesforce Mass Transfer Accounts wizard: first opening the wizard in Setup, defining the current owner and recipient, enabling the checkboxes for related records (contacts, open opportunities, open activities), and lastly filtering, selecting, and transferring the records.
Step-by-Step Solution
Key Concept
Mass Transfer Records in Salesforce Core Administration
Estimated Time:1m 30s