CRM On Demand - Administration (MOSC)

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Re- Assign Data

edited Jan 26, 2011 11:58PM in CRM On Demand - Administration (MOSC) 6 commentsAnswered
 Hi,

We have a requirement to re-assign data in the instance where someone joins/leaves the company and to support adhoc movement of record ownership. For example Sales Rep A leaves the company, I now want to identify all records owned by Sales Rep A and change the ownership so that Sales Rep B has these records. The problem here is the vast number of entities that they require updating.


I appreciate this is pretty impossible to do without exporting data and re-importing data but was wondering whether someone else had a similar requirement and whether they had any suggestions. Is there any work arounds/alternate suggestions would be appreciated.

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