Related records included in account transfers
Key Takeaway
When an account changes owner, the current account owner's open opportunities move automatically, but that owner's cases and closed opportunities move only if you select a checkbox.
When an account changes owner, Salesforce also moves some of the related records that the current account owner owns, so the new owner gets the full customer picture. Some related records move automatically, and others move only if you select an option during the transfer. You also need to know what happens to teams, opportunity splits, and sharing after the transfer, because some of that access is removed.
Related records that move automatically
Changing an account's owner also transfers some related records. These records move automatically with the account when the current account owner owns them:
- Contacts (on business accounts only)
- Attachments
- Notes
- Open activities
- Open opportunities