Salesforce Solution: Mass Transfer Contacts & Cases

Twitter - @FlowFanatic__c

[ShagunBaloda]

I am your Fan from today onwards!! i was struggling with this since few days!! you are Amazing!!

[greggarfinkel]

What a great teacher! This was so helpful! Thank you Alex!

[EarnLearnUS]

Hi Alex! Thank you so much for this video. Question, how did you get around the ContactVisibilityTrigger: System.LimitException: Too many SOQL queries: 101 error for users who have more than 100 contacts?

[fredericklane]

When I tried this, I recived an error message in the debug log, It's requiring me to complete the email, phone and mobile fields???

[nicgaddin]

Is it possible to transfer a group of contacts from a specific account to a different contact owner instead of transferring every contact owned by an individual to another owner ? Many thanks

[KenNYC]

Hi @Alex Fram-Schwartz, this is helpful but not very practical except for admin use. What we've been struggling to do is find a way to do a similar thing, but for sales reps so they can take Ownership of Accounts and/or Accounts+Contacts (taking ownership of Account automatically assigns all Contacts as well). So we don't want to prompt for user input / picklist selection inside the flow, but rather just use a Quick Action or Custom Button called "Change Owner" or "Take Ownership" (similar to what Leads has, but no other Salesforce object list view does) where they can automatically check all records *from a List View* and it will update to their current {$User.Id} with a single click or simple screen flow.

I know you can use the "hidden" {!ids} variable in your flow and pass that as a collection to your loop element, and I've found numerous examples of this online for mass *deleting* records, but can't find any examples of using it to change the *Owner*. I've tried looping through the records in a collection ({!varCurrContact.Id} = Current Item from Loop, followed by assigning {!varCurrContact.OwnerId} = {!$User.Id} inside the loop, then an Update Records on the collection)... But IT JUST DOESN'T WORK! 😞

Could you please post a flow video on how to do this (specifically, change owners only on the records checked from a list view to the current user without prompting) using a button from a list view?