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Solunus Mass Transfer

Salesforce Records Transfer Simplified

Overview

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.

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  • User-friendly Interface: Navigate through the interface seamlessly and transfer records ownership without any complex configurations.

  • Multiple Transfer Methods: You can transfer record ownership either through Owner-based transfer, Criteria-based transfer or by uploading CSV files.

  • Flexible Configuration: Transfer up to 50,000 records when you upload a CSV file containing record IDs and the corresponding new owner details in a single go.

  • Efficient Record Processing: Transfer and update large volume of records quickly and accurately with minimal disruption to your workflows.

  • Error Handling: Identify and address any issues or validation errors that you encounter effortlessly during the ownership transfer and sort them out on the go.

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.

Categories

Business Needs
Productivity
IT & Administration
Industries
Horizontal Product
Personas
Administrator
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

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