Running a Mass Transfer involves choosing the source user, configuring cascade options, previewing, and executing. The steps below cover the standard offboarding scenario.
- Confirm the scenario
Verify the records and the source/target users. For an offboarding, confirm the target is the right successor.
- Open Mass Transfer Records
Setup > Data > Mass Transfer Records. Choose the object type (Account, Lead, or Custom Object).
- Pick source and target users
Source: the user currently owning the records. Target: the user inheriting them.
- Configure cascading
For Accounts, decide which related records cascade: Opportunities, Cases, Contacts, etc. Default to cascading for offboarding scenarios.
- Set additional filters
Optionally narrow by record type, industry, or other fields. Useful when only a subset of records should transfer.
- Preview matching records
Click Find. Review the count. Confirm the preview matches expectations before proceeding.
- Execute and monitor
Run the transfer. For large volumes, monitor for governor limit failures; very large transfers may need batching.
The current owner whose records will be reassigned.
The new owner receiving the records.
Transfer the source user's Opportunities along with the Accounts.
Transfer related Cases. Default off; review carefully for support workflows.
Transfer related Contacts. Typically defaults on for Account transfers.
- Triggers fire on transfer. Bulk transfers with heavy automation can hit governor limits; plan for batching.
- Cascade settings can be over-broad. Cascading Cases on Account transfer may move support tickets that should stay with the original support team.
- Only specific objects are supported directly. Opportunities and Cases need to cascade from Account or use Data Loader.
- Transfer is reversible but operationally painful for thousands of records. Verify the preview carefully.
- Workflow Rules on the target may fire based on owner change. Review workflow design before bulk transferring to a new owner.