Reassign Salesforce Account Ownership

By Tom Wong, Liz Kao, Matt Kaufman

After you set up your accounts in Salesforce, you might need to give them to the right people. Part of organizing your accounts is getting them into the right hands. You might even want to reassign an account to someone else if that account is in another rep’s territory.

Reassigning a single account

If you’re just reassigning an account on a case-by-case basis, you can transfer ownership directly from an account record. Go to the detail page of an account that you want to reassign and follow these steps:

  1. To the right of the Account Owner field, click the Change link (which appears in square brackets).

    The Ownership Edit page appears, as shown.

    image0.jpg

  2. Click the Lookup icon to open the Search for a User window and find the user you’re assigning the account to.

  3. Select the appropriate check boxes to determine whether and how associated records change ownership:

    • Transfer Open Opportunities Not Owned by the Existing Account Owner: Changes the owner of any open opportunities on this account.

    • Transfer Closed Opportunities: Changes the owner of all closed opportunities on this account.

    • Transfer Open Cases Owned by the Existing Account Owner: Changes the owner of any open cases on this account.

    • Transfer Closed Cases: Changes the owner of all closed cases on this account.

    • Send Notification Email: Notifies the new account owner by e-mail.

  4. When you’re done, click Save.

    The account record reappears, and the Account Owner field changes to the assigned user.

Reassigning multiple accounts at the same time

Over the course of managing accounts and salespeople, you’ll probably need to quickly and efficiently transfer multiple accounts at the same time. For example, a sales rep leaves the company and accounts need to be moved immediately to someone else.

If you commonly realign account territories, Salesforce transfer tools can make this task a piece of cake. Depending on the method used to carve up territories, plan ahead by customizing and then populating fields that define territories. For example, if you segment by market cap and industry, those account fields should be filled in. Administrators can then mass-transfer accounts to new owners.