How to Mass Transfer Opportunities using Salesforce Flows
Problem:
As an Sales Support Analyst, I would like to mass transfer opportunities between users. Salesforce 'Mass Transfer Records' (Setup | Mass Transfer Records) does not provide opportunity mass transfer and usage of Dataloader is not an option.
Solution:
A simple flow can do the trick. The flow can be added to the Home Page (conditionally rendered for certain Admin profiles) or a custom lightning App.
Step 1: Navigate to Setup | Flow | New Flow | Screen Flow | Auto-Layout.
Step 2: Click the 'New Resource' button on the Toolbox
Comments
Post a Comment