Toggle Side Panel

  • Home
  • Articles
    • All Articles
    • Blogs
    • Videos
    • Infographics
  • 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
  • Marketplace
  • Advertise With Us
  • Contact Us
  • Discussions
More options
    Sign in Sign up
    • Home
    • Articles
      • All Articles
      • Blogs
      • Videos
      • Infographics
    • 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
    • Marketplace
    • Advertise With Us
    • 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 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

    application solution

    Popular Salesforce Blogs

    Case Management

    Case Management: Email-To-Case | The Salesforce Developer Guide

    Blog in Others, Salesforce

    Case Management Case Management means gathering all the client/customer cases into one place and ensuring they go to the right person, for the resolved cases,…

    Brand Reputation, Case Details, Case Management, Case Origin, community
    Shweta Dec 15, 2020
    8,961  Views
    How file sync and share can help you stay organized?Salesforce Sales Cloud

    How File Sync and Share Can Help You Stay Organized? | Salesforce Sales Cloud

    Blog in Salesforce

    Are you tired of wasting time searching for files on your computer?  If you’re like most people, you probably have several folders spread out across…

    Customer Experience, Customer Experiences, Customer Journeys, Customer Loyalty, Customer Profiles
    SP Feb 17, 2023
    2,183  Views

    Salesforce Marketing Cloud and its Benefits - Learn Here

    Blog in Salesforce Cloud Platform

    Marketing Cloud is an automation platform praised around the globe and is the most feature-rich in its class. It provides incredible insight into customer journeys…

    Automation Platform, Cloud Computing, Connected Customer Experience, Contact Data, Current Data
    Innovadel Aug 19, 2022
    3,852  Views

    Popular Salesforce Videos

    How to Become a Salesforce Admin | 6-step Guide

    How to Become a Salesforce Admin | 6-step Guide

    Video in Salesforce Admin

    Salesforce administrators are the backbone of any company that uses Salesforce. They are responsible for maintaining the Salesforce platform to ensure it meets the needs…

    Salesforce Administrator, Certified Salesforce Admin, Salesforce Admin, Salesforce Administrator Preparation, Become A Salesforce Administrator
    ENWAY Sep 5, 2025
    46  Views
    Salesforce Health Cloud – Creating Patient Relationships Not Records

    Salesforce Health Cloud – Creating Patient Relationships Not Records

    Video in Salesforce Cloud Platform

    Unfortunately, the gruesome truth facing the world today is the ever increasing pressure of diseases due to chronic disorders, pollution, growing age, and definitely increasing…

    Salesforce Products, Salesforce Security, Cloud Computing, Salesforce Cloud, Salesforce Community
    Algoworks Jan 12, 2018
    2,613  Views
    How to Logging Automated Emails on Related Records

    How to Logging Automated Emails on Related Records

    Video in Salesforce Admin

    Learn how to logging automated emails on related records. We will show you how to create a process builder using the package Send Emails. This…

    Salesforce Training, Salesforce Tutorial, Process Builder, Salesforce Video, Salesforce Learning
    SkyPlanner Nov 1, 2022
    1,637  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

    © 2025 - 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®.

    Try AuditMyCRM - It is a Salesforce CRM Audit tool which comprehensively scans your Salesforce org and gives you the list of errors or warnings you need to take care of.
    We use cookies to enhance your browsing experience. Please see our privacy policy if you'd like more information on our use of cookies.