reassign accounts,contacts,opportunties

Question

Hi How to transfer account owner ship from one user to another ? In Mass Transfer of accounts I can see only opportunities,cases wht abt contacts? pooja

Jyothsna Datla · Accepted Answer

Hi Pooja,

If you change the owner of an account, contacts in that account also change owner, this means that if you only need to do it for a few accounts, you may not need to involve the system administrator.If that doesn't work for your case, then you do need to do it in the dataloader.

Export the contacts with an Owner Id that matches the unemployed user. Then change these values to the current user that you wish to assign the contacts to, and perform an update on those contact records.

Please check the below link for more information.

https://success.salesforce.com/ideaview?id=08730000000BrrFAAS

There are app exchange packages available for mass transfer Contacts, for example, this free one (https://appexchange.salesforce.com/listingDetail?listingId=a0N300000019LqxEAE)

Hope this helps you!

Best Regards,

Jyothsna

Dario Bak · Answer

Check the help text, it says "All contacts that belong to the existing owner."

reassign accounts,contacts,opportunties

Apex

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