Mass Transfer Cases Salesforce at Kenneth Mcgray blog

Mass Transfer Cases Salesforce. How to mass transfer records in salesforce. Things to consider before changing ownership If a senior support agent or sales rep leaves a company, i am sure mass transfers of cases or opportunities will be warranted. A record owner, or any user above the owner in the role or territory hierarchy, can transfer a single record to another user. I tried to change case owner it is not editable showing lock option, where other fields like subject is inline editable. How to use the native mass transfer wizard in setup to reassign leads, accounts and custom objects in salesforce. There are several methods available for mass updating records in salesforce.

How to Mass Transfer Records in Salesforce How to Mass Transfer
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A record owner, or any user above the owner in the role or territory hierarchy, can transfer a single record to another user. There are several methods available for mass updating records in salesforce. How to mass transfer records in salesforce. How to use the native mass transfer wizard in setup to reassign leads, accounts and custom objects in salesforce. I tried to change case owner it is not editable showing lock option, where other fields like subject is inline editable. If a senior support agent or sales rep leaves a company, i am sure mass transfers of cases or opportunities will be warranted. Things to consider before changing ownership

How to Mass Transfer Records in Salesforce How to Mass Transfer

Mass Transfer Cases Salesforce Things to consider before changing ownership Things to consider before changing ownership How to mass transfer records in salesforce. If a senior support agent or sales rep leaves a company, i am sure mass transfers of cases or opportunities will be warranted. I tried to change case owner it is not editable showing lock option, where other fields like subject is inline editable. A record owner, or any user above the owner in the role or territory hierarchy, can transfer a single record to another user. There are several methods available for mass updating records in salesforce. How to use the native mass transfer wizard in setup to reassign leads, accounts and custom objects in salesforce.

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