What can be transferred from one user to another during a mass transfer of account records?
Use the Mass Transfer tool to transfer multiple accounts, leads, service contracts, and custom objects from one user to another.
How do I transfer a Salesforce account to another user?
From Setup, in the Quick Find box, enter Mass Transfer Records , then select Mass Transfer Records. Click the link for the type of record to transfer. Optionally, fill in the name of the existing record owner in the Transfer from field. For leads, you can transfer from users or queues.
What happens when I change the owner of an account?
Cascade Active (Apply to active related records only.) Cascade User-Owned (Apply to related records if they are owned by the same owner as the owner of the parent record.) I have the same issue, when I change the ownership of a account to a different user. The activities changes to the user who made the change in this case to me.
How do I convert a lead to a person account?
If you’ve enabled person accounts and the lead record didn’t include a company name, the lead is converted into a person account and an opportunity. On the Leads tab, select a lead to convert. Click Convert. In the Account Name field, either select a new account or search for an existing one.
How to change ownership of leads in Salesforce?
Leads created from a web form or other automatic process are owned by the administrator who set up that process. You can manually change ownership of leads to another Salesforce user or to a queue. (Queues are not covered in this course, but you can learn more about them in the Salesforce online help.
Can a new account be created from a qualified lead?
To control the quality of account and contact data, some organizations only permit accounts and contacts to be created from qualified leads. If everything is an opportunity, you must use the early stages, like qualification, to segment your unqualified opportunities. Click the Lead tab. Click New.