Change Owner for Multiple Records

Change Owner for Multiple Records

Do you remember how easy it is to change the owner of multiple records in the SalesForce classic view? For this user goes to the list view and selects all the records to change the owner. Once the records are selected user clicks on the button in the list view and voila the owner has changed for all the selected records.

Starting with Winter 19 all users will now be able to change the owner of up to 200 records which can either be leads, cases or custom objects in Lighting Experience.

Users can access the button from 3 places –

  • in the page-level action menu in a list view

change owner page-level action change owner page level action

  • Related list in standard table mode

change owner related list in standard table mode

  • Related List Quick Link (click here for more details)

change owner Related List Quick Link

 

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