ADM-201 · Question #154
Universal Containers has a new sales rep who will be responsible for the government vertical. All existing government accounts should be moved to the new rep using mass transfer for accounts. Which tw
The correct answer is A. All open Cases D. All Open opportunity. When performing a mass transfer of accounts in Salesforce, the related open cases and open opportunities associated with those accounts are also transferred to the new account owner by default or common practice.
Question
Universal Containers has a new sales rep who will be responsible for the government vertical. All existing government accounts should be moved to the new rep using mass transfer for accounts. Which two records will also transferred from the current account owner to the new rep in this scenario? Choose 2 answers
Options
- AAll open Cases
- BAll Activities
- CAll Contacts
- DAll Open opportunity
How the community answered
(33 responses)- A88% (29)
- B9% (3)
- C3% (1)
Why each option
When performing a mass transfer of accounts in Salesforce, the related open cases and open opportunities associated with those accounts are also transferred to the new account owner by default or common practice.
During a mass transfer of accounts, any open cases associated with the transferred accounts are commonly reassigned from the original account owner to the new account owner, often as a default selection or critical business requirement.
Activities (Tasks and Events) are not automatically transferred with account ownership; their transfer requires a specific checkbox selection during the mass transfer process, making them not among the records that 'will also be transferred' by default implication.
Contacts associated with the accounts can be transferred during a mass transfer, but it requires an explicit checkbox selection, similar to activities, rather than being an automatic inclusion that 'will also be transferred'.
All open opportunities related to the accounts being transferred are also typically reassigned from the original account owner to the new account owner during the mass transfer process, as they represent ongoing business directly tied to the account.
Concept tested: Mass Transfer Account behavior
Source: https://help.salesforce.com/s/articleView?id=sf.mass_transfer_records.htm&type=5
Topics
Community Discussion
No community discussion yet for this question.