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 on Salesforce1 app.
Business Use Case
Higher management at Universal Containers 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 for the 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
To Get User Input Screen – 1
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= {!$GlobalConstant.True} and Name = {!Old_Owner} (Screen1 Old Owner input field)
- Save ID in some variable in my case it’s {!OldOwnerID}, same like below screenshot
To get list of user for Old user name
Repeat same process for New user input field and get all users. Now add one Dropdown List field ( Give the name New User Name) create a new Dynamic Choice with below details
-
- Select Object User
- Enter criteria IsActive= {!$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
To confirm User name Screen – 2
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
To Confirm all details Screen – 3
6. Now it’s time to decide which object record user want to transfer. Based on User input for “Object Name” field on Screen-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
Decision Element to select Record Update element for respective object
7. The 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
Transfer account records from old to new user
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 >
<br/>
<Center><Font size ="6" color ="orange">Mass Transfer Records</font></Center>
<br/><br/>
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
Add Visualforce Tab into Mobile Navigation
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
Screen -1
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
Screen – 2
On the Screen-3 it will show all the details in same screen and ask for your confirmation, if you are happy click on Next, and it will transfer all record from old user to new user. It will look like below screenshot
Screen – 3
Install this app
I am offering this app an Unmanaged package, you can install it from below URL
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t900000004yMA
To install this app replace Login with your Salesforce instance name in my case this url will look like
https://ap1.salesforce.com/packaging/installPackage.apexp?p0=04t900000004yMA
