Mass transfer record
Sometimes, it is required to transfer the ownership of the records to another user. Let's start with the example from the preceding scenario. As Sagar Pareek left the organization, the system administrator wants to transfer his account's ownership to Rakesh Gupta. To do this, follow these instructions:
Navigate to Setup | Administer | Data Management | Mass Transfer Records.
You will see a list of available objects. Click on Transfer Accounts as we want to transfer an account.
On the next screen, enter the Transfer from and Transfer to fields and the search criteria.
As soon as you are done with entering the criteria, click on the Find button to get all records that matched with your search criteria, as shown in the preceding screenshot.
Now, you will see the records that match the criteria in another section, just below the search section.
Select the records and click on the Transfer button to transfer the records to their new owner, as shown in the preceding screenshot.
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