Run the Mass Transfer Records wizard from Setup to reassign ownership of accounts, leads, service contracts, or custom objects in bulk. Scope the set with filters and choose how related records follow an account.
- Open the wizard
In Setup, type Mass Transfer Records in the Quick Find box and select it. Pick the record type you want to transfer from the list of links.
- Set source and destination
Enter the current owner whose records you are moving and the new owner who will receive them. For leads, either side can be a queue instead of a user.
- Choose related-record options
For accounts, tick the checkboxes that decide which opportunities, cases, and teams follow the account to the new owner. Leave a box unchecked to keep those records with the original owner.
- Filter and find
Add search criteria such as account type, industry, or a custom field to narrow the set, then click Find to list the matching records.
- Review and transfer
Confirm the result list matches what you expected, select the records to move, and click Transfer. Spot-check a few records afterward to confirm the new owner and any cascaded children.
Moves open opportunities on the account even when a different user owns them, so the pipeline stays with the account.
Includes won and lost deals in the move. Leave it off to keep closed-deal credit with the prior rep for reporting.
Reassigns the account owner's open cases to the new owner alongside the account.
Includes resolved cases in the transfer. Useful when you want full case history under the new owner.
Preserves existing team membership and the access it grants after the owner changes. Clearing these removes that team access.
- The wizard moves only 250 records at a time. For larger jobs, switch to Data Loader.
- Opportunities, cases, and activities cannot be selected on their own here. They move only as children of an account transfer.
- Account transfers recalculate sharing on Professional Edition and above, removing manual and Apex managed shares and reapplying rules for the new owner.
- Changing the owner fires Apex, flows, and workflow rules. Test a small batch before a large run to avoid governor-limit surprises.
- You need Transfer Record (and Transfer Leads for accounts and service contracts) plus read access to records you do not own.