Salesforce.com Customization Handbook

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 ...