Question

A sales rep is leaving the company, and their 350 open Accounts must be reassigned to another active rep. The admin wants to move all of the departing rep's accounts (and their related open opportunities owned by the same rep) to the new owner as quickly as possible without exporting and re-importing data. Which tool should the admin use?

Accepted Answer

Mass Transfer Records in Setup, transferring Accounts from the old owner to the new owner

Answer

Data Import Wizard to update the OwnerId field on each Account

Answer

Data Loader to export the accounts, change the owner column, and re-import them

Answer

Manual sharing to grant the new rep access to each of the old rep's accounts