Hello!
Looking for recommendations on solutions for transferring record ownership across users, including custom objects.
We evaluated Salesforce's native Mass Transfer Records functionality, but unless I'm mistaken, it doesn't support custom objects, which limits our use case. We've been using Data Loader, but downloading, updating, and re-uploading records is a bit cumbersome for an ongoing process.
Ideally, I'm looking for:
- A Flow-based approach OR
- An AppExchange solution that is actively maintained and well-supported OR
- Ability to update ownership across standard and custom objects OR
- Support for bulk record transfers
If you've implemented something similar, I'd appreciate hearing what worked well (or what to avoid).
Thanks!
Hi Camila,
A few things to consider here:
1. Native Mass Transfer Records tool
Salesforce's Mass Transfer Records tool does actually support custom objects, not just Accounts/Leads/Service Contracts — as long as the custom object has an Owner field (OwnerId) enabled. If a custom object isn't showing up in the Mass Transfer list, it's usually because:
- The object doesn't have Owner field enabled (child/detail objects in a master-detail relationship don't have owners, so they won't appear)
- It's a custom object where the object-level access/sharing settings are Controlled by Parent
Worth checking Setup > Object Manager > [your object] > Details to confirm OwnerId exists before ruling this out entirely.
2. Flow-based approach
This is a solid option if you want an ongoing, self-service process without extra licensing cost:
- Build a Screen Flow where an admin selects source owner, target owner, and object
- Use Get Records + a loop (or Update Records with a record collection) to reassign OwnerId in bulk
- For very high volumes, pair the Screen Flow with an invocable Apex action to avoid Flow governor limit issues
- You can generalize this across standard and custom objects by dynamically referencing object/field API names
3. AppExchange options worth evaluating
- DemandTools (Validity Connect) – MassImpact/reassignment module works across standard and custom objects; well-established and actively maintained, though it's a paid desktop tool with a learning curve
- Mass Transfer Tool (listed on AppExchange) – supports transfer by criteria, owner assignment, and CSV-based bulk updates
- Mass Transfer and Re-assign Opportunities (MTRO) – built to handle bulk record transfer across any object, including custom ones
4. Practical suggestion
Given you're already using Data Loader, a hybrid approach may work best: a custom Flow for smaller, day-to-day reassignments (no added tooling cost), and a dedicated AppExchange tool like DemandTools for larger recurring bulk reassignments (org restructures, territory changes, etc.) where the volume justifies the license.
Hope this helps!
