What is the use of transfer record in Profile in Salesforce? - Forcetalks

Tagged: Records, Salesforce Permissions, Salesforce Profiles, Salesforce Records, Territory Hierarchy, Transfer Record

Salesforce® Discussions

What is the use of transfer record in Profile in Salesforce?

Posted by Laveena on August 22, 2019 at 5:14 AM
What is the use of transfer record in Profile in Salesforce?
- This discussion was modified 6 years, 8 months ago by Laveena.
- This discussion was modified 6 years, 8 months ago by Forcetalks.
- This discussion was modified 6 years, 7 months ago by Forcetalks.
- This discussion was modified 6 years, 7 months ago by Forcetalks.
Nikita replied 6 years, 8 months ago 3 Members · 2 Replies
2 Replies

Prachi

Member
August 22, 2019 at 5:16 AM

Hi Laveena,

If user have only Read access on particular record but he wants to change the owner name of that record, then in profile level Transfer Record enables he can able to change the owner.

Thanks.
[adinserter block='9']
Nikita

Member
August 22, 2019 at 5:59 AM

Hi Laveena,

Transfer record is a type of permission in salesforce. If a user is given access to transfer a record then the user will have the ability to transfer the records which have Read access.

A record owner, or any user above the owner in the role or territory hierarchy, can transfer a single record to another user. With some objects, like cases, leads, and campaigns, a user may be granted access to transfer records through sharing. Depending on the type of object, there may be multiple ways to transfer records to another user.

Log In to reply.