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Multiple Opportunity Transfer

Mass Transfer and Re-assign Opportunities (MTRO)

Overview

Goal of the accelerator is to transfer bulk records of any object in SF from one user to another user within the organization based on their profile and permission sets, allowing admin/user to transfer the records based on their requirement.

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See How Multiple Opportunity Transfer Works

  • * Easy to transfer the records and finely tuned. * A few clicks will help admin/user to reassign and transfer mass records on opportunity.s.

It is designed for admin/user to perform opportunity reassignment of records on opportunity object and transfer multiple records on standard and custom objects based on the client's requirement. Admin can perform mass transfer operations with few clicks. This document is constantly updated based on the system progress.

Categories

Business Needs
Sales
Admin & Developer Tools
Data Management
Industries
Education
Financial Services
Healthcare & Life Sciences
Personas
Administrator
Developer
Student
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Lightning App Builder

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