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Reassigning accounts (and associated records like contacts/opportunities)

Phil Hopkins

Hi all,

I need to shift a whole bunch of account records from one user to another which is straight forward enough by creating filters then bulk editing the 'assigned to' field. However, this ignores the contacts and opportunities associated with that account and leaves them assigned to the original user. Is there a simple way I can reassign everything linked to a particular account to another user?

Thanks,
Phil

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    mhm I would solve it on a dirty way:

    1. create a textfield 'copykey_c' on accounts and make it available for mass updates

    2. create a textfield 'copykey_c' on each module where I want to move records and read the copy key from the linked account using calculated values

    3. move all 'copykey_c' fields to the available fields of the search fo making them available on filters

    4. go to accounts and filter for the accounts you want to move to the new user and run a massupdate on copykey_c with a string like "John Doe"

    5. go to contacts module, select for all records having copykey_c = "John Doe" and reassign to the new user

    Please note that, depending on the amount of attached records to an account, this can take some time and could have impact on the performance of the database. Also on RLI and Opportunities you can run into isues in case of the amount of an OPP or RLI is 0$ as it creates division by zero errors and the calculation of fields fails.

    Hope that helps

    Bests

    Björn

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  • 0

    mhm I would solve it on a dirty way:

    1. create a textfield 'copykey_c' on accounts and make it available for mass updates

    2. create a textfield 'copykey_c' on each module where I want to move records and read the copy key from the linked account using calculated values

    3. move all 'copykey_c' fields to the available fields of the search fo making them available on filters

    4. go to accounts and filter for the accounts you want to move to the new user and run a massupdate on copykey_c with a string like "John Doe"

    5. go to contacts module, select for all records having copykey_c = "John Doe" and reassign to the new user

    Please note that, depending on the amount of attached records to an account, this can take some time and could have impact on the performance of the database. Also on RLI and Opportunities you can run into isues in case of the amount of an OPP or RLI is 0$ as it creates division by zero errors and the calculation of fields fails.

    Hope that helps

    Bests

    Björn

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