ADM-201 Question #228: Real Exam Question with Answer & Explanation

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

Explanation

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.

Common mistakes.

• B. 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.
• C. 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.
• D. 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

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

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