The Reassign Ownership module can be used to mass transfer the ownership of ANY object in Salesforce and its related sub-objects in a single pass using either a set of user specified conditions or an input file of ID's to determine which records should be reassigned. A single new owner can be specified, or a group of records can be assigned to multiple new owners, either randomly or by specifying match conditions.
Capabilities & Features
- Ability to reassign the ownership of any object in Salesforce, with options to also reassign all or specific related sub objects
- Only reassign sub objects that matched to previous parent object owner or all sub objects (regardless of the previous owner)
- Use conditions based on any field to specify a subset of objects to be reassigned
- Read in a file of specific Record ID's/Owner ID's to be reassigned
- This option can be used to assign records to Partner/Portal users
- Ability to use multiple/complex "Match Conditions" to reassign object records to multiple owners at the same time
- Randomly distribute a group of object records to multiple owners
- Realign all sub-objects to match parent object owner only (do not reassign parent)
- Create Tasks and/or Summary Events to track ownership changes on the parent object record
- Can be scheduled through DemandTools JobBuilder and/or Windows Task Scheduler
Common Uses
- Mass transfer Accounts to a new owner
- Redistribute Accounts based on territories
- Realign all or selected sub objects beneath an Account or other parent object ONLY updating records where the sub object owner DOES NOT currently match the parent owner
Compatible Data Sources ("Use Keys From File")
- .xls
- .xlsx
- .csv
- .mdb (32bit only)
- .accdb
- .udl
Click HERE for information on Reassign Ownership Step 1
Click HERE for information on Reassign Ownership Step 2
Click HERE for information on Reassign Ownership Step 3
Click HERE for information on Reassign Ownership Restore Files
