Father Fred: Changing records to Active Owners

Get a list of the inactive users in the system

Home | Salesforce - Google Chrome

Inactive Users

Not every org has a list of inactive users, but you do!

Users | Salesforce - Google Chrome

List of Inactive users

Users | Salesforce - Google Chrome

Now go to Apsona

apsona__Apsona for Salesforce | Salesforce - Google Chrome

Start with the Contacts

I've updated the contacts. I suggest that you use this lesson to update the Accounts, Campaigns, Opportunities and Custom Objects in your system. Create a tabular View with a field set like the one in Contacts.

apsona__Apsona for Salesforce | Salesforce - Google Chrome

Name the field set something that will ring a bell next time someone leaves.

apsona__Apsona for Salesforce | Salesforce - Google Chrome

The tabular view is simple.

apsona__Apsona for Salesforce | Salesforce - Google Chrome

Create a Filter that finds all the inactive owners

apsona__Apsona for Salesforce | Salesforce - Google Chrome
apsona__Apsona for Salesforce | Salesforce - Google Chrome

Tools > Update All

apsona__Apsona for Salesforce | Salesforce - Google Chrome

Choose the Owner Field, and enter the new value

apsona__Apsona for Salesforce | Salesforce - Google Chrome

From there, you just hit Update.

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