December 23, 2019

Transfer Record permission in Profile in Salesforce

To transfer multiple accounts, campaigns, contacts, contracts, and custom objects:
Transfer Record AND Edit on the object type

To transfer multiple leads:
Transfer Leads OR Transfer Record AND Edit on leads

To transfer multiple cases:
Transfer Cases OR Transfer Record AND Edit on cases

OWD or Sharing Rules or Role Hierarchy won't work since Transfer Record override it.

No comments:

Post a Comment