Salesforce1: Mass Transfer Records

In day today life Sales people switch their job frequently, so to manage their existing or closed deal or lead we have to transfer it to the new owner. Salesforce provides various ways to change Ownership of records from one user to another. But Salesforce doesn’t provide a way to transfer records Ownership using Salesforce1 app. In this article I will show you the way by using it you can develop your own tool for transfer Ownership and it will also work onSalesforce1 app.

Business Use case :- Higher management in Universal Container wants to develop an application for Salesforce1, from where they can completely transfer record ownership from one user to another user in the mass.

Solution of above business requirement

Again this is power of Visual Workflow, we will create an app without using a single line of code. Salesforce provides various another tool that you can use for this purpose like Data Loader etc. Our app will completely transfer all records from old user to new user, you can add conditions as per your business requirements. To develop add functionality follow the below instructions

Note:- In this article I will discuss only about mass transfer of records. In similar fashion you can develop an application for transfer single record. I will also provide Unmanaged package of my app so you can play it within your dev org.

1. Click on Name | Setup | App Setup | Create | Workflows & Approvals | Flows
2. Click on New Flow, it will open flow canvas for you
3. Drag and drop a Screen ( Give the name Mass Transfer Record) on the window,add three fields with below details

Name	Data Type	Value	Required
Object Name	Dropdown List	Account Contact Opportunity	Yes
Old Owner	Textbox		Yes
New Owner	Textbox		Yes

It will look like below screenshot

4. On the next Screen we will show the list of old users based on user input on the old user field on Screen-1. Now add one Dropdown List field ( Give the name Old User Name) create a new Dynamic Choice with below details

Select Object User
Enter criteria IsActive= {!$GlobalConstant.True} and Name = {!Old_Owner} (Screen1 Old Owner input field)
Save ID in some variable in my case it’s {!OldOwnerID}, same like below screenshot

Repeat same process for New user input field and get all users. Now add one Dropdown List field ( Give the nameNew User Name) create a new Dynamic Choice with below details

Select Object User
Enter criteria IsActive= {!$GlobalConstant.True} and Name = {!New_Owner} (Screen1 Old Owner input field)
Save ID in some variable in my case it’s {!NewOwnerID}.

Finally Screen-2 will look like below screenshot

5. On the next Screen-3 we will confirm the all details from the user. Do to that Drag and drop a Screen ( Give the name Confirmation) on the window,add one field Display type and add text as shown in the below screenshot

6. Now it’s time to decide which object record user want to transfer. Based on User input for “Object Name” field onScreen-1 we will select the object and transfer the records . To do that add one Decision element and it will auto redirect to respective Record update element as shown in below screenshot

7. Final step is to transfer records for those objects from old user to new user. To do that Drag and drop a Record Update element onto the window, and map the fields as per below screenshot

Repeat same Record Update process for contact and Opportunity object. Finally our flow will look like below screenshot

Use this app on Salesforce1

To use this app on Salesforce1 , create a Visualforce Page, Select Available for Salesforce mobile apps check box and embed your Flow and crate a Visualforce Tabs to call it. Bel0w is the sample code for your reference

<apex:page >

 

<Center>Mass Transfer Records</Center>

 

flow:interview name="Mass_Transfer_Records"/>

</apex:page>

Now navigate to Name | Setup | Administration Setup | Mobile Administration | Mobile Navigation

Add you Visualforce Tabs into selected pane, as shown in below screenshot

It’s time to test this feature

To test this app open your Salesforce1 and navigate to Apps and click on your Tab (Mass Transfer Records) it will open a Visualforce page for you. In this demo I will transfer all account records where the owner is old user (Rakesh Gupta) to the new user(EMEA Sales) and click on Next In our case Screen-1 will look like below screenshot

On the Screen-2 it will show the list of user based on user input on Screen-1. Select the old user and new user from the Drop-down list and click on Next, It will look like below screenshot

On the Screen-3 it will show all the details in same screen and ask for your confirmation, if you are happy click onNext, and it will transfer all record from old user to new user. It will look like below screenshot