Toggle Side Panel

  • Blogs
  • Consultants
    • Salesforce Product Expertise
      • Top Salesforce ConsultantsTop Salesforce Consultants
      • Marketing Cloud ConsultantsMarketing Cloud Consultants
      • Service Cloud ConsultantsService Cloud Consultants
      • Experience Cloud ConsultantsExperience Cloud Consultants
      • Analytics Cloud ConsultantsAnalytics Cloud Consultants
    • Salesforce Industry Expertise
      • Non-Profit Cloud ConsultantsNon-Profit Cloud Consultants
      • Financial Service Cloud ConsultantsFinancial Service Cloud Consultants
      • Health Cloud ConsultantsHealth Cloud Consultants
      • Commerce Cloud ConsultantsCommerce Cloud Consultants
      • Manufacturing Cloud ConsultantsManufacturing Cloud Consultants
    • Salesforce Experts by Location
      • USATop Salesforce Consultants in USA
      • IndiaTop Salesforce Consultants in India
      • AustraliaTop Salesforce Consultants in Australia
      • United KingdomTop Salesforce Consultants in UK
      • CanadaTop Salesforce Consultants in Canada
  • Webinars
  • Contact Us
  • Discussions
More options
    Sign in Sign up
    • Blogs
    • Consultants
      • Salesforce Product Expertise
        • Top Salesforce ConsultantsTop Salesforce Consultants
        • Marketing Cloud ConsultantsMarketing Cloud Consultants
        • Service Cloud ConsultantsService Cloud Consultants
        • Experience Cloud ConsultantsExperience Cloud Consultants
        • Analytics Cloud ConsultantsAnalytics Cloud Consultants
      • Salesforce Industry Expertise
        • Non-Profit Cloud ConsultantsNon-Profit Cloud Consultants
        • Financial Service Cloud ConsultantsFinancial Service Cloud Consultants
        • Health Cloud ConsultantsHealth Cloud Consultants
        • Commerce Cloud ConsultantsCommerce Cloud Consultants
        • Manufacturing Cloud ConsultantsManufacturing Cloud Consultants
      • Salesforce Experts by Location
        • USATop Salesforce Consultants in USA
        • IndiaTop Salesforce Consultants in India
        • AustraliaTop Salesforce Consultants in Australia
        • United KingdomTop Salesforce Consultants in UK
        • CanadaTop Salesforce Consultants in Canada
    • Webinars
    • Contact Us
    • Discussions
    Close search

    Activity › Forums › Salesforce® Discussions › How to transfer all account records to the users based on the industry in Salesforce?

    Tagged: Account Owner, Account Record, Account Team, Checkbox, Developer Edition, Industry in Salesforce, Leads, Quick Find Box, Records, Salesforce Opportunity Teams, Transfer Record

    • Salesforce® Discussions

      How to transfer all account records to the users based on the industry in Salesforce?

      Posted by Deleted User on December 3, 2019 at 1:14 PM

      How to transfer all account records to the users based on the industry??
      kindly help me regarding this..

      Deepak replied 6 years, 10 months ago 2 Members · 1 Reply
      • Account Owner
      • Account Record
      • Account Team
      • Checkbox
      • Developer Edition
      • Industry in Salesforce
      • Leads
      • Quick Find Box
      • Records
      • Salesforce Opportunity Teams
      • Transfer Record
    • 1 Reply
    • Deepak

      Member
      December 3, 2019 at 1:53 PM

      From Setup, enter Mass Transfer Records in the Quick Find box, then select Mass Transfer Records.
      Click the link for the type of record to transfer.
      Optionally, fill in the name of the existing record owner in the Transfer from field. For leads, you can transfer from users or queues.
      In the Transfer to field, fill in the name of new record owner. For leads, you can transfer to users or queues.
      If your organization uses divisions, select the Change division.... checkbox to set the division of all transferred records to the new owner’s default division.
      When transferring accounts, you can:Select Transfer open opportunities not owned by the existing account owner to transfer open opportunities owned by other users that are associated with the account.
      Select Transfer closed opportunities to transfer closed opportunities associated with the account. This option applies only to closed opportunities owned by the account owner; closed opportunities owned by other users are not changed.
      Select Transfer open cases owned by the existing account owner to transfer open cases that are owned by the existing account owner and associated with the account.
      Select Transfer closed cases to transfer closed cases that are owned by the existing account owner and associated with the account.
      Select Keep Account Team to maintain the existing account team associated with the account. Deselect this checkbox if you want to remove the existing account team associated with the account.
      Select Keep Opportunity Team on all opportunities to maintain the existing team on opportunities associated with this account. Any opportunity splits are preserved, and split percentages assigned to the previous owner transfer to the new one. If this box is unchecked, all opportunity team members and splits are deleted when the opportunity is transferred.
      NOTE If you transfer closed opportunities, the opportunity team is maintained, regardless of this setting.
      Enter search criteria that the records you are transferring must match. For example, you could search accounts in California by specifying Billing State/Province equals CA.
      Click Find.
      Select the checkbox next to the records you want to transfer. To select all currently displayed items, check the box in the column header.
      NOTE If duplicate records are found, you must select only one of the records to transfer. Transferring duplicate records results in an error.Duplicate records may display if you filter leads based on Campaign Member Status and a matching lead has the same campaign member status on multiple campaigns. For example, if you specify Campaign Member Status equals Sent, and a matching lead named John Smith has the status Sent on two campaigns, his record will display twice.
      Click Transfer.
      Transfer of Associated Items
      When you change record ownership, some associated items that are owned by the current record owner are also transferred to the new owner.

      RECORD
      ASSOCIATED ITEMS THAT ARE ALSO TRANSFERRED
      Accounts
      Contacts (on business accounts only), attachments, notes, open activities, open opportunities owned by the current account owner, and optionally, closed opportunities and open opportunities owned by other users.
      Leads
      Open activities. When transferring leads to a queue, open activities are not transferred.
      Access to Transferred Items
      When transferring accounts and their related data in Professional, Enterprise, Unlimited, Performance, and Developer Editions, all previous access granted by manual sharing, Apex managed sharing, or sharing rules is removed. New sharing rules are then applied to the data based on the new owner. The new owner may need to manually share the transferred accounts and opportunities as necessary to grant access to certain users.

    Log In to reply.

    • Public
    • All Members
    • My Connections
    • Only Me
    • Public
    • All Members
    • My Connections
    • Only Me
    • Public
    • All Members
    • My Connections
    • Only Me

    Popular Salesforce Blogs

    How to Solve Employee Productivity Issues by Optimizing Salesforce for Your Team

    Blog in Others

    In 2026, companies using CRM systems report that improving user adoption directly increases productivity by 25% or more. Studies show that 58% of sales teams…

    William Feb 4, 2026
    834  Views

    How to Automate Sales Quotes And Win More Customers For Your Business | Salesforce

    Blog in Salesforce Products

    Automating sales quotes is usually put on the back burner by sales reps. But will a change of this perspective influence the sales flow effectively?…

    AppExchange, Automate Sales Quotes, Automating Sales Quotations, Automation Rules, Bundle Builder
    Twistellar Jul 21, 2022
    2,559  Views

    Enhancing Business Efficiency: Professional Salesforce Integration Services

    Blog in Salesforce integration

    Salesforce integration services aim to enable seamless connections between Salesforce solutions and your other business-critical systems. In today's fast-paced digital landscape, businesses strive to optimize their operations, maximize productivity,…

    Business Efficiency, Business Performance, Business Systems, Cloud Based CRM, Comprehensive Support
    Infodriven May 28, 2024
    785  Views

    Popular Salesforce Videos

    Introduction to Salesforce Function | Evergreen

    Introduction to Salesforce Function | Evergreen

    Video in Others, Salesforce Stories

    Introduction to Salesforce Function and Evergreen. Deliver event-driven, connected experience fast. Evergreen: Serverless Functions Check out this video to learn everything you need to know…

    Salesforce Training, Salesforce Certification, Salesforce Video, Salesforce Learning, JavaScript Developer
    Prafull Jul 21, 2020
    2,501  Views
    Implement Time Based Workflow | Salesforce Tutorial

    Implement Time Based Workflow | Salesforce Tutorial

    Video in Others, Salesforce Training

    If you ask any Salesforce Person, which kind of workflow is difficult to understand and implement, the obvious answer will be the Time Based on…

    Salesforce Training, Salesforce Tutorial, salesforce, Salesforce Video, Salesforce Learning
    Sam J Oct 12, 2020
    1,960  Views
    Guided Setup with Salesforce Field Service Administration - Webinar Recording

    Guided Setup with Salesforce Field Service Administration - Webinar Recording

    Video in Salesforce Field Service Platform

    Salesforce Field Service is a complete, end-to-end solution for customer service in the field. Salesforce Field Service brings together customers, employees, and products on a…

    Salesforce Service Cloud, salesforce, Salesforce Field Service, Service Cloud, customer service
    AblyPro Oct 27, 2023
    963  Views
    Footer Forcetalks logo

    support@forcetalks.com

    • twitterx

    Quick Links

    Advertise with Us

    Salesforce® Articles

    Dreamforce 2023

    Top Salesforce® Bloggers 2023

    Top Salesforce Consultants

    Get Listed

    Company

    Contact Us

    About Us

    Privacy Policy

    Terms & Conditions

    InsightHub

    Salesforce Blogs

    Salesforce Videos

    Salesforce Groups

    Salesforce Jobs

    © 2026 - Forcetalks ● All Rights Reserved

    Salesforce® is a trademark of Salesforce® Inc. No claim is made to the exclusive right to use “Salesforce”. Any services offered within the Forcetalks website/app are not sponsored or endorsed by Salesforce®.

    We use cookies to enhance your browsing experience. Please see our privacy policy if you'd like more information on our use of cookies.