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What are the uses of profile's “Transfer Record” in Salesforce?
What are the uses of profile's “Transfer Record” in Salesforce?
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3 Replies
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Hello avnish,
If user have only Read access on particular record but he wants to change the owner name of that record, then in profile level Transfer Record enables he can able to change the owner.
Thanks.
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Hi
Profile with “Transfer Record” permission will allowed profile to transfer ALL records for the object, as long as profile have Edit access to the object. Read again here “edit on object”, NOT “edit on record”, so this mean, profile will be able to transfer record owner even user do not have Edit access to that record.
Thanks
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Hi,
If you are talking about the Mass Transfer option in the setup menu,
These are basic requirements for it. Modify All Data and Transfer Records.
For Object specific,
A user must have a modify all permission on an object either via profile or permission set, they will have the ability to transfer records to a different owner just for that specific records of that said object.
Mass transfer can be done on the Object List View, given again, they have Modify All on that object.
Hope this helps.
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