Changing the owner for accounts, contacts, opportunities

(0) Share

Report

Posted on by Community Member

I need to change the owner of some accounts, contacts, opportunities from a sales person to another...

Is there a way except changing the owner field by field, notice that i have a global administrator privilege. I need to transfer to another owner all at once.

Thank you in advance.

*This post is locked for comments

I have the same question (1)

All responses (5)

Answers (2)

Suggested answer

Mahendar Pal 45,095 on at

Like (0)

Report

Hi,

One possible option could be to create an ondemand workflow or dialog and then in workflow or dialog you can write a steps to update corresponding record type and set a different owner.

Thanks

Was this reply helpful? Yes No
Verified answer

Rutul Chauhan 2 on at

Like (0)

Report

Go to user entity. Open user form and click on reassign records button to transfer ownership from that user to new user. In this method all record's ownership will be changed to new user.

Regards,

Rutul

Was this reply helpful? Yes No
Verified answer

PS 23,577 on at

Like (0)

Report

if this is for a user who has left the organization or switched department, you can go by Rutul's mehtod.

If this is temporary and you have few records of user A to be assigned to User B, not all records; go by HIMBAP's method

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Thank you Rutul Chauhan for your simple and easy answer. all records are transferred to the required user.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Thank you Prashant Shukla for this information.

Was this reply helpful? Yes No