About Transferring Records Between Users

Mass transfer of records lets you move records from one user to another. A record owner or any user higher than the owner in the role or territory hierarchy can transfer records from one user to the other.

Before transferring records, you must understand:

• Record Types

• Record Filters

• Record Transfer Status

Record Types

Record types are broad categories of objects or information related to a user. For example, Deal Registrations associated with a user. Currently, you can mass transfer Leads, Opportunities, Deal Registrations, and all custom objects excluding the vertical custom object that belong to a user. You can't mass transfer Accounts and Contacts.

Record Filters

Record filters let you refine the list of records associated with the user for a record type. For example, you can transfer only deal registrations that were created during a time period. You can't specify filters for all record type. The Transfer Records: Define Filters page lets you view the record types that allow filtering, and specify the record filters.

Record Transfer Status

Record transfer statuses appear in the Mass Transfer Status page and show the status of transfer jobs. The Mass Transfer processes records to ensure data integrity before transferring the records from a user to the other.

A Record Transfer job can have one of these statuses:

• In Progress: Transfer job is currently in process.

• Completed: Transfer job has been completed without errors.

• Errors: Transfer job has resulted in an error.

You can click on the transfer job name to view the record types that were transferred, the status of each record type, and the log file associated with a record type.