3 answers
What are the Options for Mass Transferring/Reassigning Activities
Knowledge Article Number: 000187186
Description
What are the Options for Mass Transferring/Reassigning Activities?
Many companies may run into situations where activities may need to be transferred or reassigned to another user. There is no native tool within Salesforce to handle this task but there are several options for administrators to easily perform the actions required.
Resolution
There are several options for mass transferring/reassigning Activities. While there is no native mass transfer wizard for activities like there are for Standard and Custom objects there are several mass transfer tool available to administrators that can easily handle this task.
It should first be noted that if you only need to transfer open activities for the Lead and/or Account objects than one option should be to utilize the Mass Transfer Wizard for those objects. When record ownership changes for a Lead or Account the associated Open Activities that are owned by the same user are automatically transferred to the new owner (See Mass Transferring Records: https://help.salesforce.com/apex/HTViewHelpDoc?id=admin_transfer.htm&language=en_US).
Mass Transfer Activities Tools
AppExchange options:
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003IleFEAS
https://appexchange.salesforce.com/listingDetail?listingId=a0N300000018mbBEAQ
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003HU7yEAG
Mass Data Update tools:
Data loader(Enterprise and Unlimited editions) - http://wiki.developerforce.com/index.php/Apex_Data_Loader
Excel Connector (Professional, Enterprise, and Unlimited Editions) - http://wiki.developerforce.com/index.php/Force.com_Excel_Connector
Workbench (Enterprise and Unlimited editions) - https://workbench.developerforce.com/
Mass Update Anything (Enterprise and Unlimited editions) - https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016YnREAU
Finally, please vote for this idea on the IdeaExchange to have this feature considered for a future release: https://success.salesforce.com/ideaView?id=08730000000BqPi
Note:
Transferring recurring tasks is a little different than just changing ownership. We cannot change ownership just for a single recurring task, we need to change it for the whole series. So in order to transfer ALL the recurring events, you will need to transfer just the Parent Task to the new owner, as this will automatically transfer all the recurring tasks too. To get the Parent Task IDs, you will perform an extraction on Task, selecting the “RecurrenceActivityId” field for all the child tasks you have.
