How do I mass reassign accounts in Salesforce?

How do I mass reassign accounts in Salesforce?

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.

How do I change the lead owner in Salesforce?

  1. From Setup, enter Lead Settings in the Quick Find box, then select Lead Settings, and then click Edit.
  2. Define the default lead owner and lead conversion settings.
  3. Save your settings.

How do I change accounts to leads in Salesforce?

No. As an alternative, create an opportunity for the account or contact. If you prefer to use a lead, create a report containing the accounts or contacts you want to convert into leads, export them, and then import them as leads.

How do I edit Inlines in Salesforce?

Before your users can start inline editing, the option must be turned on in your Salesforce org. To do this, from setup, go to User Interface and then check the box for “Enable Inline Editing.” The ability to inline edit is per Salesforce org and cannot be turned on only for specific profiles or users…it’s global.

How do I edit multiple records in Salesforce?

To edit fields for multiple records.

  1. Select the Checkbox from the left of the records that you need to edit. (
  2. Hover over the cell to edit, and then click.
  3. Make your change in the editable cell or cells.
  4. Select the Checkbox to update the selected Items and Click Apply.

How do I edit lead assignment rules in Salesforce?

To view assignment rules: from Setup, enter Assignment Rules in the Quick Find box, then select either Lead Assignment Rules or Case Assignment Rules. To edit the name of a rule, click Rename next to the rule name. To change the criterion for a rule, first select the rule name from the list, and then modify the rule.

Who Owns do not reassign?

Remove the actual user’s name or queue before selecting ‘Do Not Reassign Owner’. After removing the name then check on ‘Do Not Reassign Owner’. It will appear as grayed out on user or queue and click on save. The assignment rule will show Assign to as Same User.

How do I change lead status in Salesforce lightning?

In Lightning Experience

  1. Go to Gear icon | Setup | Object Manager | Lead | Fields & Relationships | Lead Status.
  2. Click Edit next to the value you wish to edit.
  3. Select the Converted checkbox if you would like it to be an available value during Lead conversion (Note: you can have more than one converted status value).

How do I change the owner of a contact in Salesforce lightning?

  1. On the record detail page, click the link to change the owner.
  2. Enter or select a new owner.
  3. To notify the new owner, select the Send Notification Email checkbox.
  4. Depending on your user permissions and the type of object you’re transferring, you can select which related items to transfer.
  5. Save your changes.

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