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ADM-201 · Question #228

A sales rep has left the company and an administrator has been asked to re-assign all their accounts and opportunities to a new sales rep and keep the teams as is. Which tool should an administrator…

The correct answer is A. Mass Transfer Tool. To efficiently reassign all accounts and opportunities from a departing sales rep to a new one while retaining existing teams, the Mass Transfer Tool is the most suitable administrative solution.

Submitted by chen.hong· Apr 18, 2026Data and Analytics Management

Question

A sales rep has left the company and an administrator has been asked to re-assign all their accounts and opportunities to a new sales rep and keep the teams as is. Which tool should an administrator use to accomplish this?

Options

  • AMass Transfer Tool
  • BData Import Wizard
  • CData Loader
  • DDataloader.io

How the community answered

(25 responses)
  • A
    88% (22)
  • C
    4% (1)
  • D
    8% (2)

Why each option

To efficiently reassign all accounts and opportunities from a departing sales rep to a new one while retaining existing teams, the Mass Transfer Tool is the most suitable administrative solution.

AMass Transfer ToolCorrect

The Mass Transfer Tool is specifically designed for transferring ownership of multiple records, such as accounts and opportunities, from one user to another and includes options to transfer related records and preserve associated teams.

BData Import Wizard

The Data Import Wizard is primarily for importing new data or updating existing records in bulk, not for comprehensive ownership transfers across multiple objects with related record management.

CData Loader

Data Loader is a powerful data manipulation tool, but performing a mass ownership transfer with related records and team preservation would require multiple complex steps and queries, making it less efficient than the specialized Mass Transfer Tool.

DDataloader.io

Dataloader.io offers similar functionality to Data Loader and would also require multiple manual steps for this specific type of mass ownership transfer, making it less ideal than the dedicated Mass Transfer Tool.

Concept tested: Mass record ownership transfer

Source: https://help.salesforce.com/s/articleView?id=sf.admin_mass_transfer_records.htm&type=5

Topics

#Mass Transfer Tool#Data Ownership#Administrator Tools#Record Reassignment

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