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@Takaa(Motohashi Takaaki)

Salesforceで商談の所有者を一括で更新する方法（kanbanビュー）

Posted at

商談オブジェクトは通常の所有者一括更新は出来ないです

Kanbanリストビューで商談レコードの所有者を効率よく更新する方法をご説明します

ステップ1 リストビューでkanbanに設定

image.png

ステップ2 kanban設定のグループ化単位　変更

商談所有者に変更します

image.png

これで所有者変更したい場合はドラッグ&ドロップします

image.png

「所有者を変更」をクリック

image.png

以上で商談の所有者変更は完了です

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