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Private ListingThis listing is private and can't be found by searching or browsing AppExchange.

Mass Transfer/Reassign Opportunities

Reassign multiple opportunities from one rep to another.

Free  

Never requires payment

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Business Need
Admin & Developer Tools
Requires
Sales Cloud

Do you have a very dynamic org and often need to reassign opportunities from one rep. to another? This app will help you search and reassign multiple opportunities, matching certain criteria or even your own views easily.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
Mass reassign opportunities/1.10 1.10.0
Listed On
01/19/2011
Latest Release
01/09/2023
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Native App
Lightning Ready
Editable Code
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: 1
Custom Tabs: 1
Custom Apps: 0
Lightning Components
Global: 0
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.
1.10.0
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.
02/25/2020

Additional Details

This is the easiest way to reassign your opportunities. You can choose between two methods to search/retrieve your opportunities: - Using your existing Opportunity views (i.e. my opportunities, my team opportunities etc...) - Using the provided criteria (Created date range, Sales stage, current owner etc...) You can mass select opportunities to reassign or manually pick those you want to reassign. The reassign process also transfers the open activities to the new owner, leaving the closed activities to the former owner.

Need help?

Salesforce Labs

San Francisco, CA, USA

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