Solunus Mass Transfer

The Solunus Mass Transfer Tool simplifies bulk ownership transfers in Salesforce, eliminating the inefficiencies of manual processes with its intuitive interface and flexible transfer methods. It enables fast, accurate record transfers for both parent and child records while minimizing errors and maintaining data integrity. By streamlining complex ownership changes, the tool saves time, boosts productivity, and enhances scalability, making it an essential solution for businesses looking to optimize their Salesforce workflows.

You can transfer records in the following 3 methods:

Owner-based transfer – Assign records to new owners directly by selecting individual owners or owner roles manually.

Criteria-based transfer – Auto-transfer records to new owners based on specific pre-defined conditions or criteria.

By Uploading CSV – Transferring records in bulk has gotten easier. Upload your CSV file that contains record IDs and the new owner details to transfer in a single go.