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  • Mass Transfer Records

Mass Transfer Records

How to Mass Transfer Records in Salesforce

  • Free Salesforce Training
Mass Transfer Records

You can also reassign multiple leads and accounts.

Mass Transfer Records

  1. Click the Leads or Accounts tab.
    Mass Transfer Records
  2. Scroll down the page and click Transfer Leads or Transfer Accounts in the Tools section.
    Mass Transfer Records
  3. Select a user in the Transfer from field.
  4. Click the lookup icon next to Transfer from.
  5. Select a user in the Transfer to field.
  6. Click the lookup icon next to Transfer to.
    Mass Transfer Records
  7. Select the field you want to use as a filter.
  8. Specify a condition for the field.
  9. Enter the field criteria.

    You can also add additional fields to your filter.

  10. Click the Find button.
    Mass Transfer Records

    Salesforce displays the leads that fit our criteria.

  11. Select the records you want to transfer.
  12. Click Transfer.
  13. Mass Transfer Records

Salesforce transfers the selected leads to the destination specified.

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