The following are the different of data management tools in salesforce.:
The first of the Salesforce Data Management Tools is the Mass Transfer Tool. It is used to transfer ownership of records from one user/queue to another user/queue. We can transfer accounts, leads, macros, streaming channels, and all custom objects using this tool.
Records can be transferred:
Users require “Transfer Record” permission & Edit permission on the object to transfer records.
Other object records can also be transferred using Data Loader.
Mass Delete tool is used to delete records & reports. We can mass delete only cases, solutions, accounts, contacts, leads, products, and activities. To mass delete data users require Modify All Data permission. Only 250 items can be deleted at a time. Only reports in the public reports folder can be mass-deleted. You can’t mass delete reports that are attached to dashboards or scheduled.
Records can also be deleted by selecting the permanently delete checkbox, after this the deleted records cannot be recovered from Recycle Bin.
Mass transfer approval requests allow us to transfer or delete more than one approval request at a time.
The approval requests can be transferred to a new user.
Let’s move on to Translation Workbench
< < Previous
Next > >
The batch is going to start shortly. Fill the form given below to Register yourself now.
Fill the form below to get a demo of this course.
Online Salesforce Development Course is soon going to be launched. Please fill the form and we will notify you about the course.