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Salesforce

CRT-101 · Question #207

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 B. Mass Transfer Tool. The Mass Transfer Tool in Salesforce allows administrators to reassign records from one user to another in bulk while preserving existing team memberships.

Data 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

  • AData Loader
  • BMass Transfer Tool
  • CData Import Wizard
  • DDataloader.io

How the community answered

(15 responses)
  • A
    7% (1)
  • B
    80% (12)
  • C
    13% (2)

Why each option

The Mass Transfer Tool in Salesforce allows administrators to reassign records from one user to another in bulk while preserving existing team memberships.

AData Loader

Data Loader requires preparing a CSV file with updated owner IDs and running an update operation, which is more complex and does not natively preserve team settings without additional configuration.

BMass Transfer ToolCorrect

The Mass Transfer Tool is a built-in Salesforce feature specifically designed to transfer ownership of Accounts and Opportunities from one user to another in bulk. It includes an option to keep existing sharing/team settings intact, directly satisfying both the reassignment and team-preservation requirements.

CData Import Wizard

Data Import Wizard is designed for importing new records or updating existing ones in bulk but is not specifically built for transferring record ownership between users.

DDataloader.io

Dataloader.io is a third-party tool not provided natively by Salesforce, and using it for ownership transfer would require manual CSV preparation and does not guarantee team preservation.

Concept tested: Mass Transfer Tool for reassigning record ownership

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

Topics

#Mass Transfer Tool#Record Ownership Transfer#Account Management#Opportunity Management

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