Reassign Ownership

Selecting records for reassignment in Step 1 can be accomplished using which methods?

(Select all that apply)

Define Match Parent Owner in the Reassign Sub Objects section.

When creating tasks, who is the owner of the task?

Where can you view information summarizing the counts of objects and sub-objects to be reassigned?

(Select all that apply)

Final Reassignment Options include:

(Select all that apply)

The Distributed Owners options will execute a true round robin, giving all users selected an equal number of records.

When creating reassignment match conditions, it is possible to assign Account Owners based on Annual Revenue of the Account.

When reading in a file of records to be reassigned in Step 1, the following information is mandatory to include in that file:

(Select all that apply)

It is possible in Step 2 to use the Reassign to option to reassign records to inactive users.

Users will only receive restore files for parent object reassignment, not for sub-objects.

What additional step needs to be taken to generate an email to be sent regarding reassignment tasks?

The summary email option will include the following information:

(Select all that apply)

Grid results can be sorted by:

The object distribution report provides links to sub-object records that are being reassigned.

When reassigning accounts, the following sub-objects are checked for reassignment by default.

(Select all that apply)

In Step 1, which object should be selected for reassignment, in order to have all contact owners match account owner.

When reassigning Accounts, the whole Account hierarchy will be reassigned if Account-ParentId is chosen in the Reassign Sub Objects section.

John needs to create a territory alignment based on zip code.

The sales representative for the Raleigh, North Carolina area would be assigned all accounts with billing postal codes of 27000 through 27005.

How can this most efficiently be executed using match steps?

The Reassign to drop down list of users in Step 2 can be filtered?

Reassign Ownership can be used to reassign standard and custom object record owners.

Reassign Ownership scenarios can be scheduled.

What is the Object Distribution Report?

Which feature allows for multiple reassignment steps to be executed in one scenario?

Accounts owned by John and the Contacts he owns under those accounts are being reassigned to Mary.

Which sub-object reassignment option will ensure the correct Contact records are reassigned to Mary.

When using multiple match steps, if a record fits the condition(s) for more than one step, how is the record reassignment determined?

XYZ Company’s data directive states that if a user owns an Account, they should also be the owner of all related Contacts.

How can a user make sure the related Contacts match the Account ownership?

The reassignment options in Step 2 are only available when using the Use Where Condition tab.

Select all true statements about the Final Use Match reassignment tab.

(Select all that apply)

Select the three notification options available in Reassign Ownership.

When using the Use Record IDs From File tab, which options need to be set to reassign the records to the Owner ID in the file?

(Select two)

What is the purpose of Match Steps?

The results grid data can be exported.

Jill from the ABC Company needs to reassign all of the accounts owned by inactive owners.

What is the easiest process to accomplish this?

XYZ Company had a user leave the company and needs to divide all of the Accounts assigned to this user among two other users in the organization based on Account Type.

Customer Account Types should be reassigned to User A and Partner Account Types to User B.

Accounts with any other Account Type should be split evenly between the two users.

How would this be accomplished using Reassign Ownership?

XYZ Company has a business need to reassign all Leads.

50% of Leads need to be assigned to User A, 30% to user B, 10% to User C, and 10% to User D.

How would a user best accomplish this task?

Joe has a file of Account Id’s that need to be reassigned.

The list contains Owner Id’s for some, but not all, of the records.

How can Joe accomplish reassigning the Accounts to the Owner Id listed in the file and the Accounts without an Owner Id to User A?

How are portal users in the Reassign to drop down list in Step 2 viewed?

When using the Use Record ID’s From File option in Step 1, the Optional field for OwnerId will accept the Owner ID, Owner Alias or Owner Name.

If the Current Owner and the New Owner are the same for some records in the results grid:

You must have the Salesforce 18 digit Record ID when using the Use Record ID’s From File tab in Step 1.