Mass Transfer Records for ownership changes
Key Takeaway
By default, an account transfer moves the open opportunities that the current account owner owns. That owner's closed opportunities and cases, and other users' open opportunities, move when you select the matching account transfer option.
Mass Transfer Records is a Setup tool that changes the owner of many records in one operation, so you don't have to edit each record by hand. Some related items move with the records. When you transfer accounts, extra options control what else moves and what happens to account and opportunity teams. Account transfers can also reset sharing.
What Mass Transfer Records moves and where to find it
Mass Transfer Records moves multiple records of these types from one user to another:
- Accounts
- Leads
- Service contracts
- Custom object records
Mass Transfer Records is available in both Salesforce Classic and Lightning Experience. To open it, go to Setup and enter "Mass Transfer Records" in the Quick Find box.
The tool handles up to 250 records at a time. To transfer more than 250 records, use Data Loader or another tool.