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💬 We asked, you answered! Data 360 integrations is the topic you chose for our next True to the Core Deep Dive.

Join us November 10 for an extended live Q&A with Salesforce Product Managers @Varun Dewan and @Praveen Gonugunta. Bring your questions about Data 360 integrations and get answers directly from the product experts.

Here's what to expect:

✨ The latest in connectors and unstructured data processing

💡 Insights on zero copy architecture

💬 An extended live Q&A with the product team

📅 November 10 | 9–10 a.m. PT

➡️ RSVP at the link here. ⬅️ 💬 We asked, you answered! Data 360 integrations is the topic you chose for our next True to the Core Deep Dive. Join us November 10 for an extended live Q&A with Salesforce Product Managers and . #True To The Core @IdeaExchange #AwesomeAdmins

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1 comment

Vishal Soni (MIDCAI CONSULTING)
Oct 28, 7:59 AM
Thanks a lot for sharing @Brittney Gibson

Oct 6, 3:48 PM

Ready to explore a new way to build apps and agents?

Join us October 20 for True to the Core Deep Dive: Builder Central. Salesforce Product Managers @Tiaan Kruger and @Daivat Dholakia will give us a closer look at how admins can use natural language to turn business needs into solutions while staying in control.

Here’s what to expect:

✨ A look at Builder Central in action

💡 Insights from the product team

💬 An extended live Q&A to get your questions answered

📅 October 20 | 9–10 a.m. PT

➡️ RSVP at the link here. ⬅️

Ready to explore a new way to build apps and agents? Join us October 20 for True to the Core Deep Dive: Builder Central. #True To The Core @IdeaExchange #AwesomeAdmins

Jul 29, 5:39 PM

Record Transfer options

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!

1 answer

Kundan Kumar Jha (Infosys Limited)
Jul 29, 5:46 PM
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!

Sep 1, 12:56 PM

User Role required now?

Has anyone else come across the issue where the user role is now required? My org doesn't really use them except in specific circumstances for our Development officers (my previous org didn't use them at all so I know I'm not alone in this). I noticed in August when I was reactivating a user with a standard license and was forced to pick something. It did the same thing when I created a new user (also with a standard license) as well. It defaults to the first choice on the list if you have any roles created, and I can't select none.

I asked SF Support when I couldn't find any documentation on it. They thought it might have been a setting I turned on, but were surprised when they opened their own demo org and saw that it was required for them too. They told me this morning that they were asking some higher ups about it.

I've attached screenshots of my account where you can see that when my account was created, a role was not selected but if I were to edit it, it defaults to the first choice on the list and is required.

@* Salesforce Administrators * @Nonprofit Success Pack @Admin Addicts

Role not assigned.png

Default and required.png

3 answers

Sharon Rosenberg
Sep 8, 1:34 PM
I've run into a similar issue. We also do not utilize roles. I had a non-sys admin who was responsible for creating new user records, and he had permissions via the manage internal users permission. I forget when it started, one day he could no longer save new records. He could still edit existing ones. I am pretty sure it is also related to roles. He did not have the 'not specified' option that I see as an admin. Nothing we tried restored his ability to create new user records, but we did not bother calling Salesforce for it, maybe we should have? I created a screen flow that he now uses to create new user records.

Aug 27, 10:27 PM

PASSKEYS!

Greetings admins. I'm posting this to pass on my recent learning experience with passkeys in combination with a laptop switch & rebuild [more than once - ouch].

I had passkeys saved on my laptop: face/finger recognition.

Then I had a laptop crash & rebuild and subsequently unable to access multiple orgs.

Plenty of SF cases later & quick assistance to reconnect. All fixed up. [Agentforce case management grrrr.]

I now create new passkeys saved on Google Manager and/or on my mobile phone NOT on my laptop. I can now aaccess my orgs on a different laptop and loving the same Chrome & Google login on both (using a backup laptop while I get new laptop issue resolved).

Part of me worries about resorting to using Google to manage this level of security - isn't that in itself a risk? But what to do? Too painful using my phone for QR authenticaation each time. My phone is just another backup layer.

And while on the subject, we admins can't complain about the added inconvenience of passkeys because it's in the interest of improved security, however, I seem to be entering

3 passkey checks for every log in. Gone are the days of 1 x authenticator "ping-check". I read a help post saying if you login from https://login.salesforce.com/

you will incur less steps, but that's not an option for a custom domain login.

Anyone managing multiple orgs like me I bet would love $1.00 for every passkey check/click you do e v e r y d a y.

Any other tips on this hot topic would be amazing and likely very helpful to all admins.

Steve

2 comments

Buyan thyagarajand (Eigen X)
Aug 31, 9:41 AM
Hi @Steve Peck I can feel your pain. It seems most of the folks are using a password manager as a backup option like your case Google just incase the device crashes on you or your phone has problems. So a device of your choice and a backup option is always a safe bet.

Aug 27, 3:01 PM

Header and Three Regions Template Changed?

It appears that in the Winter '27 release the "Header and Three Regions" App Page template is no longer configured with three equally sized regions, defaulting to a 60-20-20 split. I can't find anything in the release notes about this. Is this a planned change or an error in the release preview?

1 answer

Chris Leszka (Informa Connect)
Aug 27, 4:06 PM
@* Known Issues * @Design Trailblazers @Admin Group, Chicago, US @Admin Addicts

Aug 20, 12:43 AM

🤩 Your guide to three unforgettable days at Dreamforce is here, #AwesomeAdmins!

Check out our new blog post to explore the sessions, keynotes, and hands-on learning experiences you won’t want to miss as you build your perfect Dreamforce agenda. Read it here: https://sforce.co/4cs8Q4E 🤩 Your guide to three unforgettable days at Dreamforce is here, ! Check out our new blog post to explore the sessions, keynotes, and hands-on learning experiences you won’t want to miss as you build @* Salesforce Administrators *@* Salesforce Platform *@Admin Addicts @* Trailhead Official * @Salesforce Admins Live Sessions

Jul 28, 9:42 PM

💻 True to the Core Deep Dive: Salesforce Multi-Framework and Headless Experience Layer Recap

Thank you to everyone who joined today's True to the Core Deep Dive, and a special thanks to Salesforce product leaders @David Green, Clay Martin, and @Julie Thompson for sharing the latest updates and answering your thoughtful questions.

🎥 Missed the session?

Watch the full episode on demand here. 💻 True to the Core Deep Dive: Salesforce Multi-Framework and Headless Experience Layer Recap Thank you to everyone who joined today's True to the Core Deep Dive, and a special thanks to Salesforce pr 💬 Still have questions?

Drop them in the comments below, and we'll do our best to get you answers.

📝 Help shape future TTTC Deep Dive sessions!

Take a minute to complete our feedback survey and let us know what topics you'd like to see next:

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🔗 Resources shared during the session:

Read the Salesforce Developers blog to learn how to build React apps with Salesforce Multi-Framework, now generally available: https://sforce.co/4yKe7hx
Explore the Headless Experience Layer Playground to experiment with Salesforce Headless 360 capabilities: https://sforce.co/44TRtpj

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2 comments

Dhiraj Khedkar
Aug 8, 5:58 AM
👍

Jul 23, 9:32 AM

https://sforcemaximizer.com/think-like-a-salesforce-architect-a-smart-framework-for-deciding-on-page-layouts-record-types-and-dynamic-forms/

If you are an architect, admin or developer looking to revamp your security in your salesforce org and looking to make decisions on record types, dynamic forms and page layouts, my blog provides you the smart framework which will help you to decide on when to keep page layouts, dynamic forms and record types.

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#Architects #Security

Jul 8, 6:20 PM

Ready to rethink how you build apps and experiences?

Join Salesforce product experts @Shubhi Goyal, @David Green, Clay Martin, and @Julie Thompson for the next True to the Core Deep Dive to explore Salesforce Multi-Framework and the Headless Experience Layer (HXL), hear the latest product updates, and get your questions answered live.

You'll leave with:

✨ A better understanding of where app development on Salesforce is headed

🛣️ A look at upcoming roadmap milestones

💬 Direct access to the product team during an extended Q&A

🤝 A chance to share your feedback with the people building the product

➡️ RSVP here. ⬅️ Ready to rethink how you build apps and experiences? #True To The Core @IdeaExchange #AwesomeAdmins #Salesforce Developer #Architects

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