Reassign Ownership
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Reassign Ownership Overview
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 s...
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Reassign Ownership - Step 1
Objects to Reassign Step 1. Select Object to Reassign Ownership Any object can be selected for reassignment (Salesforce permitting). Pick the object from the drop down list and click Use Object. Step 2. Specify Where Conditions or Use Record ID...
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Reassign Ownership - Step 2
Step 1. Reassignment Match Conditions Specify new ownership assignments. 1. Add Matching Step (optional)Further subset the records and assign to different owners using Match Conditions. Click this box to create matching steps to assign specific...
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Reassign Ownership - Step 3
Review and Confirm Records to be Reassigned, and Process Reassignments Prior to processing the update, a confirmation screen is presented indicating which records will be updated, the current owner, the "Fields to Display on Final Output" from Ste...
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Reassign Ownership - Restore Files
Created for the primary object records and all sub-object records that had at least one record reassigned Contain the record id and old owner id File type (xls, csv, xlsx etc) will be based on the Default Restore File Extension selected in the ...
