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sales4ce Mass change of ownership of Account Records
Hi,
I have an issue. I want to mass change the ownership of accounts, ensuring that contacts and opportunities associated with previous owner should change to new owner.
One way to do this is using "Transfer Accounts" tool. but, this would restrict us to 250 accounts only.
Also, when you want to search accounts by ID's using "Transfer Accounts" is not possible.Salesforce does not give the option of Account Id in the available values of picklist for filtering.
I only have Account ID and New Owner Id values in my spreadsheet.
Another way to update on a mass basis is using "Data Loader" and map the owner to new Owner ID.
But, this only changes the Account owner, but does not change owner in Contact and Opportunity that previous owner owned.
Can anybody help me with this.
Thanks in advance!
Sales4ce
write a small trigger that will update contact and opportunity owners based on the account owner name and then run the data loader. the tigger for this will be just few lines of code and will not take more than 30 minutes to create and test in sandox. Once its tested deploy to salesforce prod. Once you are done loading the data, remove the trigger.