1. Open Salesforce Lightning! In case you are not on the Setup page, please follow this path to land there -Click on the Gear cog icon and then Setup 2. Go to "Quick Find" and type "Mass Transfer Records" 3. Select "Mass Transfer Records" 4. Select "Transfer Accounts" 5. Search user with the help of lookup 6. Select User 7. Select a user that you want the account to be transferred too 8. Select User 9. Select a criteria 10. Select a criteria again 11. Enter a value 12. Click on "Find" 13. Select an account 14. Click on "Transfer" 15. Account transferred! 1. Open Salesforce Lightning! In case you are not on the Setup page, please follow this path to land there -Click on the Gear cog icon and then Setup 2. Go to "Quick Find" and type "Mass Transfer Records" 3. Select "Mass Transfer Records" 4. Select "Transfer Accounts" 5. Search user with the help of lookup 6. Select User 7. Select a user that you want the account to be transferred too 8. Select User 9. Select a criteria 10. Select a criteria again 11. Enter a value 12. Click on "Find" 13. Select an account 14. Click on "Transfer" 15. Account transferred! #DAP #Guide #Automation Created by MyGuide.Org, Create your own FREE How-To guides with video and automation via MyGuide.Org

1. How to Transfer Mass Records in Salesforce
Lightning
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2. Step: 01
Open Salesforce Lightning!
In case you are not on the Setup page, please follow this path to land there -
Click on the Gear cog icon and then Setup
Page 02

3. Step: 02
Go to "Quick Find" and type "Mass Transfer Records"
Page 03

4. Step: 03
Select "Mass Transfer Records"
Page 04

5. Step: 04
Select "Transfer Accounts"
Page 05

6. Step: 05
Search user with the help of lookup
Page 06

7. Step: 06
Select User
Page 07

8. Step: 07
Select a user that you want the account to be transferred too
Page 08

9. Step: 08
Select User
Page 09

10. Step: 09
Select a criteria
Page 10

11. Step: 10
Select a criteria again
Page 11

12. Step: 11
Enter a value
Page 12

13. Step: 12
Click on "Find"
Page 13

14. Step: 13
Select an account
Page 14

15. Step: 14
Click on "Transfer"
Page 15

16. Step: 15
Account transferred!
Page 16

17. Thank You!
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