---
schema_version: "1"
id: cd15d072eca4b5815d1794e4b48acf040678b0386907c5c81dc7c4938bf7fa80
title: Mass Transfer Records
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/admin_transfer.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.admin_transfer.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3b168d180770a04b1a8681c653b7ce5ad7917155cd24e2ee343cc8da6f6c9855
description: Use the Mass Transfer tool to transfer multiple accounts, leads, service contracts, and custom objects from one user to another.
products:
  - Security
  - Salesforce Platform
release: "264"
---
# Mass Transfer Records

Use the Mass Transfer tool to transfer multiple accounts, leads, service contracts, and custom objects from one user to another.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
        <colgroup>
          <col>
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic
              and Lightning
              Experience</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Available in: <strong>Essentials</strong>, <strong>Contact
                  Manager</strong>, <strong>Group</strong>, <strong>Professional</strong>,
                <strong>Enterprise</strong>, <strong>Performance</strong>,
                <strong>Unlimited</strong>, <strong>Developer</strong>, and
                <strong>Database.com</strong> Editions
              </p>
              <p>Service Contracts
                available in: <strong>Professional</strong>,
                <strong>Enterprise</strong>, <strong>Performance</strong>,
                <strong>Unlimited</strong>, and <strong>Developer</strong> Editions
                with the Service Cloud
              </p>
              <p style="margin-bottom:0;">Accounts and Leads
                not available in: <strong>Database.com</strong></p>
            </td>

          </tr>
        </tbody>
      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d63692e109">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d63692e109 ">To mass transfer accounts and service
              contracts:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d63692e109 ">
              <p>Transfer Record</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Transfer
                Leads</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d63692e109 ">To mass transfer custom objects:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d63692e109 ">Transfer Record</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d63692e109 ">To mass transfer leads:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d63692e109 ">Transfer Leads OR Transfer Record</td>

          </tr>
        </tbody>
      </table>

To transfer any records that you don’t own, you need the required user permissions and read sharing access on the records.

1. From Setup, in the Quick Find box, enter Mass Transfer Records, and then select **Mass Transfer Records**.
2. Click the link for the type of record to transfer.
3. Optionally, fill in the name of the existing record owner in the Transfer from field. For leads, you can transfer from users or queues.
4. In the Transfer to field, fill in the name of new record owner. For leads, you can transfer to users or queues.
5. If your organization uses divisions, select the **Change division...** checkbox to set the division of all transferred records to the new owner’s default division.
6. When transferring accounts, you can:
    
    - Select **Transfer open opportunities not owned by the existing account owner** to transfer open opportunities owned by other users that are associated with the account.
    - Select **Transfer closed opportunities** to transfer closed opportunities associated with the account. This option applies only to closed opportunities owned by the account owner. Closed opportunities owned by other users aren’t changed.
    - Select **Transfer open cases owned by the existing account owner** to transfer open cases that are owned by the existing account owner and associated with the account.
    - Select **Transfer closed cases** to transfer closed cases that are owned by the existing account owner and associated with the account.
    - Select **Keep Account Team** to maintain the existing account team associated with the account. If you want to remove the existing account team associated with the account, deselect this checkbox.
    - Select **Keep Opportunity Team on all opportunities** to maintain the existing team on opportunities associated with this account. Any opportunity splits are preserved, and split percentages are assigned to the previous owner transfer to the new one. If this box is unchecked, all opportunity team members and splits are deleted when the opportunity is transferred.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-access-264-0-0-production-enus/a92be132-3cbc-412a-9262-130636120c14/images/icon_note.png)
        
        Note If you transfer closed opportunities, the opportunity team is maintained, regardless of this setting.
7. Enter search criteria that the records you’re transferring must match. For example, search accounts in California by specifying Billing State/Province equals CA.
8. Click **Find**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-access-264-0-0-production-enus/a92be132-3cbc-412a-9262-130636120c14/images/icon_note.png)
    
    Note The 'Mass Transfer Records' tool allows up to 250 records at a time. To perform transfers over 250 records, use the Data Loader or another tool.
9. Select the checkbox next to the records that you want to transfer. To select all currently displayed items, check the box in the column header.
    
    If duplicate records are found, you must select only one of the records to transfer. Transferring duplicate records results in an error.
    
    Duplicate records can appear if you filter leads based on Campaign Member Status and a matching lead has the same campaign member status on multiple campaigns. For example, if you specify Campaign Member Status equals Sent, and a matching lead named John Smith has the status Sent on two campaigns, his record displays twice.
10. Click **Transfer**.

When you change record ownership, some associated items that are owned by the current record owner also transfer to the new owner.

 
| Record | Associated items that are also transferred |
| --- | --- |
| Accounts | Contacts (on business accounts only), attachments, notes, open activities, open opportunities owned by the current account owner, and optionally, closed opportunities and open opportunities owned by other users. |
| Leads | Open activities. When transferring leads to a queue, open activities aren’t transferred. |

When transferring accounts and their related data in Professional, Enterprise, Unlimited, Performance, and Developer Editions, all previous access granted by manual sharing, Apex managed sharing, or sharing rules is removed. New sharing rules are then applied to the data based on the new owner. To grant access to certain users, the new owner must manually share the transferred accounts and opportunities as necessary.