Learn How To Reassign Records

    Learn how to reassign records in AscendixRE for Salesforce

    If a user leaves your organization, all records that person owned, remain within Salesforce, still owned by them. You could re-assign the record they owned to another user, object by object.

    Under Setup, type “Mass Transfer” in Quick Find. Go object by object, to reassign from former user to the new user who would own those records.

    User Management – Reassignment of Records