How to Mass Transfer Records in Salesforce

In this Salesforce tutorial, we will learn how to mass transfer records in Salesforce. Also, we will understand the steps of mass transferring the records in Salesforce Lightning and the steps of mass transferring the records in Salesforce Classic.

Mass transfer records are defined as a process of transferring records from one user to another. When we transfer the ownership of an account, the new owner will also gain ownership of the related records.

While working with Salesforce, I got a task where I need to mass transfer the records in Salesforce. To fulfill this requirement I use my mass transfer records feature of Salesforce which is present under the data management tab of both the edition Salesforce Lightning and Salesforce Classic.

If you want to learn how to mass transfer the records in Salesforce Lightning as well as in Salesforce Classic, you have come to the right place.

The following are the topics that we will cover in this salesforce tutorial:

  • Mass transfer records in Salesforce
  • How to mass transfer records in Salesforce Lightning
  • How to mass transfer records in Salesforce Classic

Mass transfer records in Salesforce

In Salesforce Mass transfer records are defined as a process of transferring the ownership of multiple records or we can say that one or more that records at a single time by a single click.

This mass-transferring feature is mainly used when we need to change the ownership of the records at once. For example when an employee gives a resignation and leaves a company and the manager need to assign the same role to another employee that is newly joined the company.

Operating the mass transfer feature in Salesforce, a Salesforce administrator can transfer the title of up to 100 records at a particular time. At the same time, we can also find to transfer the ownership of all the related records as well.

For implementing the mass transfer in Salesforce we can select the records we want to transfer and click on the transfer button that is present under the records.

The mas delete records in Salesforce can be implemented on a variety of records like leads, accounts, contacts, cases, reports, activities, and custom objects. This method can help the user for saving their time, smooth the data management process, and also be helpful in large and complex datasets. This can be executed by using the Salesforce user interface or by the Salesforce API.

Cigna is a USA-based company one of the employees of the company creates the records related to the customer health insurance and after creating the record they can transfer the record to their head. So they use the mass transfer record feature for transferring the bulk of records from one user to another user which can save time and also make the process very easy.

With this, we have learned Mass transfer records in Salesforce. Now, let’s move further and see how to mass transfer records in Salesforce. We will explore both the salesforce experiences: Salesforce Lightning and Salesforce Classic.

How to mass transfer records in Salesforce Lightning

Here we are mass transferring records in Salesforce lightning. If you want to learn how to mass transfer records in salesforce lightning follow these steps:

Step-1: Login into your Salesforce lightning account, Go to the gear icon. Under the gear icon, there are two options present first one is Setup and another one is Service Setup. Here we are clicking on the Setup option.

How to mass transfer records in Salesforce
How to mass transfer records in Salesforce

Step-2: After clicking on the setup option, the setup page is open. There is Quick Find Box on the left side, enter the Mass Transfer Records in the Quick Find Box and the Mass transfer record comes at the top. Click on the Mass transfer records. And this Mass transfer record is present under Data management.

How to mass transfer records in Salesforce lightning
How to mass transfer records in Salesforce lightning

Step-3: After clicking on the Mass Transfer Records option, the mass transfer records page is open. And here you can see that lots of mass transfer records are present like transfer accounts, transfer applicants, transfer appointment invitations, transfer brokers, transfer carts, transfer change requests, transfer contact point emails, etc.

From all of these records select one of the records and here we are selecting the transfer accounts.

Mass transfer records in Salesforce
Select the transfer accounts option

Step-4: After selecting the transfer account option, the Mass transfer accounts page is open. Here we are transferring the account from one user to another. When we transfer the ownership of an account, the new owner will also gain ownership of the related records.

First, search for the transfer from field and click on the search icon and search for the user. Here we are choosing my name and searching the transfer to field. For searching the transfer to field, click on the search icon.

Mass transfer records in Salesforce lightning
Select the transfer from field

Step-5: After clicking on the search icon, the lookup page is open. Enter the integration user inside the search box and click on the Go button. Under the search result the integration user is shown. Click on the integration user and the integration user is shown inside the transfer to field.

Salesforce mass transfer records
Click on the integration user

Step-6: After filling the transfer from and transfer to fields. Now click on the checkbox of transfer open opportunities not owned by the existing account owner then click on transfer closed opportunities checkbox after that click on transfer open cases, transfer closed cases, and keep account team check box.

Salesforce lightning mass transfer records in Salesforce
Click on the checkboxes

Step-7: After selecting all the checkboxes, now find accounts that match the criteria. Firstly select the type that is equal to Customer – Direct and then click on the Find button that is present below these matching criteria.

How to mass transfer the records in Salesforce
Click on the Find button

Step-8: After clicking on the Find button, the criteria match account is shown under the Find button. Select the account which we want to transfer. Here we are selecting the three accounts and then clicking on the transfer button.

How to mass transfer the records in Salesforce lightning
Click on the transfer button

Step-9: After clicking on the transfer button, we can see which records we are selecting are transferred from here and the success message is shown that the 3 accounts transferred are shown above the records.

Mass transfer the records in Salesforce
The mass transfer records success message is shown

Step-10: Go to the App Launcher, and enter the sales in the search box. Click on Sales, the sales page is open. Now click on the accounts object that is present on the nav bar.

After clicking on the account object the account’s recently viewed page is open. For seeing all the accounts changing this recently viewed page to all accounts.

Click on the drop-down arrow of accounts, and the drop-down list is open. Select the All Accounts option. The All Accounts page is open. All accounts are shown on the screen. Before applying the criteria the account owner of all the three accounts that we are selecting for transferring is VGano.

And after applying the criteria we can see that which accounts we are selecting for transferring are shown and their account owner is changed from VGano to the integrated user. These records are transferred to VGano to the integrated users.

Salesforce mass the transfer records
Salesforce mass the transfer records

In this way, we have learned how to mass transfer records in salesforce lightning. Further, we will learn how to mass transfer records in Salesforce Classic.

Read How to Add Login Button for User in Salesforce

How to mass transfer records in Salesforce Classic

Here we are mass transferring records in Salesforce Classic. If you want to learn how to mass transfer records in Salesforce Classic follow these steps:

1: First log in to the Salesforce account, when we log in to the account the Salesforce lightning edition is open. Moving to Salesforce Classic, click on the Profile picture.

 Under the profile picture, there is an option to switch to Salesforce Classic. Click on it. The Salesforce classic edition is open. Go to the setup option, and click on the setup that is present near the profile picture.

After clicking on the setup, the setup page of the Salesforce classic edition is open. Now enter the mass transfer records in the Quick Find Box, and the Mass transfer records is comes at the top and it is present under the Data management. Click on the mass transfer records.

How to mass transfer records in Salesforce Classic
How to mass transfer records in Salesforce Classic

2: After clicking on the Mass Transfer Records option, the mass transfer records page is open. And here you can see that lots of mass transfer records are present like transfer accounts, transfer applicants, transfer appointment invitations, transfer brokers, transfer carts, transfer change requests, transfer contact point emails, etc.

From all of these records select one of the records and here we are selecting the transfer leads.

Mass transfer records in Salesforce Classic
Click on the transfer leads

3: After selecting the transfer account option, the Mass transfer accounts page is open. Here we are transferring the account from one user to another. When we transfer the ownership of an account, the new owner will also gain ownership of the related records.

First, search for the transfer from field and click on the search icon and search for the user. Here we are choosing my name and searching the transfer to field. For searching the transfer to field, click on the search icon.

Salesforce classic mass transfer records
Click on the Lookup icon

4: After clicking on the search icon, the lookup page is open. Enter the integration user inside the search box and click on the Go button. Under the search result the integration user is shown. Click on the integration user and the integration user is shown inside the transfer to field.

How to mass transfer the records in Salesforce Classic
Click on the integration user

5: After filling the transfer from and transfer to fields. Now find leads that match the criteria. Firstly select the Lead Status that is equal to Open – Not Contacted and then click on the Find button that is present below these matching criteria.

Mass transfer the records in Salesforce Classic
Click on the Find button

6: After clicking on the Find button, the criteria match account is shown under the Find button. Select the Leads which we want to transfer. Here we are selecting the four leads and then clicking on the transfer button.

Salesforce classic mass transfer the records
Salesforce Classic mass transfers the records

7: After clicking on the transfer button, we can see which records we are selecting are transferred from here and the success message is shown that the 4 leads transferred are shown above the records.

How to mass transfer a records in Salesforce Classic
Four leads are transferred

8: Click on the Leads object that is present on the nav bar, and the lead’s recently viewed page is open. For seeing all the leads change this recently viewed page to all leads.

Click on the drop-down arrow of leads, and the drop-down list is open. Select the All leads option. The All Leads page is open. All leads are shown on the screen. Before applying the criteria the lead owner of all four leads that we are selecting for transferring is VGano.

And after applying the criteria we can see that which leads we are selecting for transferring are shown and their lead owner is changed from VGano to the integrated user. These records are transferred to VGano to the integrated users.

Mass transfer a records in Salesforce Classic
Mass transfer records in Salesforce Classic

This is how we have learned how to mass transfer the records in Salesforce Classic.

Read How to Create a Custom Lightning Record Page in Salesforce

Conclusion

In this tutorial, we have learned about Mass transfer records in Salesforce. We have also discussed how to mass transfer records in Salesforce Lightning as well as Salesforce Classic.

And in addition to this, the following are the topics that we have discussed:

  • Mass transfer records in Salesforce
  • How to mass transfer records in Salesforce Lightning
  • How to mass transfer records in Salesforce Classic

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