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Multiple Opportunity Transfer

By Wissen Infotech

Mass Transfer and Re-assign Opportunities (MTRO)

Free  

Never requires payment

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Industries
Education
Financial Services
Healthcare & Life Sciences
Business Need
Sales
Admin & Developer Tools
Data Management
Requires
Sales Cloud
Compatible With
Sales Cloud

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.

  • Mass Transfer and Re-assign Opportunity

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
MTRO/MTRO 1.0 1.0.0
Listed On
12/14/2023
Latest Release
12/14/2023
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 2
Custom Apps: 1
Lightning Components
Global: 2
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
10/20/2023

Additional Details

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.

Need help?

Wissen Infotech

2325 Parklawn Drive Suite G Waukesha, Wisconsin

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