Search icon CANCEL
Subscription
0
Cart icon
Your Cart (0 item)
Close icon
You have no products in your basket yet
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Conferences
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
Salesforce.com customization handbook

You're reading from   Salesforce.com customization handbook Customize Salesforce to automate your business requirements

Arrow left icon
Product type Paperback
Published in Sep 2014
Publisher
ISBN-13 9781849685986
Length 454 pages
Edition 1st Edition
Concepts
Arrow right icon
Toc

Table of Contents (14) Chapters Close

Preface 1. Getting Started with Salesforce 2. User Management and Organization Administration FREE CHAPTER 3. Making Your Salesforce Data Secure – Security Settings in Salesforce 4. Domain Management, E-mail Administration, and Google Apps Settings 5. CRM Functions and Streamlining Business Requirements 6. Automating a Business Process 7. Concepts of Data Management 8. Reports and Dashboards in Salesforce 9. Chatter Configuration 10. Mobile Administration 11. Setting Up Deployment Processes 12. AppExchange – Extending Salesforce Functionality Index

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:

  1. Navigate to Setup | Administer | Data Management | Mass Transfer Records.

  2. You will see a list of available objects. Click on Transfer Accounts as we want to transfer an account.

  3. On the next screen, enter the Transfer from and Transfer to fields and the search criteria.

  4. 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.

  5. Now, you will see the records that match the criteria in another section, just below the search section.

  6. Select the records and click on the Transfer button to transfer the records to their new owner, as shown in the preceding screenshot.

    Note...

lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at $19.99/month. Cancel anytime
Banner background image