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Mass Transfer/Reassign Opportunities
Reassign multiple opportunities from one rep to another.
- 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.
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Showing 10 of 56 Reviews
Search by Opp Owner
What am I missing here? Why no ability to seach by Opp Owner then transfer to new Owner?
Unable to install
Could not install in sandbox org.
Fails to follow salesforce best practices.
I would not install this package in a production org. There are multiple issues. First the indenting of the class is so misaligned reading the code is difficult. Next, errors are not properly handle. For example, if the update of opportunities fail, the code still goes on to try to update tasks and events. There is a check if the user has permissions to update the objects, but no checks if the user is allowed to update the reconds. The test method is in the body of the controller class, rather than implemented as a separate class. The actual test method is less than minimal. It does not even check if the Assign method is successful. I have no idea why the package includes more than 4000 static resources... This looks like a high school student project. I would probably score this as a B-.
Works ok But.....
I like the tool, be good if it transferred more than 20 records at a time. There are issues when trying to release code or flows to the environment Classs - MassReassignOpportunitiesController Gives the error - System.AssertException: Assertion Failed Stack Trace: Class.MassReassignOpportunitiesController.testReassign: line 228, column 1
Such a useful tool to reassign 200 Opps at a time
This is incredibly useful when Users leave or move departments and we need to bulk re-assign Opps. Works very well and is very simple to use. Thanks! PLEASE HELP. Someone had uninstalled it and now I can't install it!!!
Not available Professional License
For the professional license it's not working It makes the installation with some warnings, but then it won't execute.
Doesn't Work
It doesn't recognize special characters in opportunity names. When you remove the characters then it can't find the records. We uninstalled immediately.
API version Vs release Summer'22?
Hello, Are you planning an update to your API version needed for the release Summer'22? Thank you for your reply
It works, but I can only choose 20 records at a time
It says that you can choose up to 1000 records at a time, but I only get the option for 20 when using an existing listview. It also says that you can choose Record Owner as a criteria, but it's not an available field in the app I downloaded.
Great tool- But only 50 records at a time!!
Can transfer only 50 records at a time , which is frustrating and if increased it throws the CPU limit exceeded exception.