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Solunus Mass Transfer

By Solunus, Inc.

Salesforce Records Transfer Simplified

No Ratings
Free  

Never requires payment

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Industries
Horizontal Product
Business Need
Productivity
IT & Administration
Requires
Platform Cloud
Compatible With
Sales Cloud
Service Cloud
Platform Cloud

Simplify Salesforce record ownership transfers with the Mass Transfer Tool! Its intuitive interface lets you transfer records by criteria, assign owners, or handle bulk updates via CSV—making operations effortless and efficient.

  • Mass Transfer: Effortless Records Transfer within Salesforce

Compatibility

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

App Details

Version
Solunus Mass Transfer/V1 1.2.0
Listed On
11/29/2024
Latest Release
11/29/2024
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.
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
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: 2
Custom Tabs: 1
Custom Apps: 1
Lightning Components
Global: 4
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.
1.2.0
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.
10/25/2024

Additional Details

The Solunus Mass Transfer Tool simplifies bulk ownership transfers in Salesforce, eliminating the inefficiencies of manual processes with its intuitive interface and flexible transfer methods. It enables fast, accurate record transfers for both parent and child records while minimizing errors and maintaining data integrity. By streamlining complex ownership changes, the tool saves time, boosts productivity, and enhances scalability, making it an essential solution for businesses looking to optimize their Salesforce workflows. You can transfer records in the following 3 methods: Owner-based transfer – Assign records to new owners directly by selecting individual owners or owner roles manually. Criteria-based transfer – Auto-transfer records to new owners based on specific pre-defined conditions or criteria. By Uploading CSV – Transferring records in bulk has gotten easier. Upload your CSV file that contains record IDs and the new owner details to transfer in a single go.

Need help?

Solunus, Inc.

Irving, TX, USA

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