We assign tasks en mass to our sales reps. However when the rep is on annual leave they need to be able to assign their tasks en mass to colleagues. How can they do this in Salesforce?
you can install any of these free apps for your sales reps.
This App allows user to mass update records
If you have Enterprise or Unlimited and you have permission to transfer activities owned by others, you can use the data loader. If you have not yet installed, go to Your Name-Setup-Data Management-DataLoader then download & install.
- Export out Activities based on filtering criteria if needed. You can do this by running a report or using the Export function on the Data Loader. Make sure to export the Activity ID since this will be used to update the records.
- Update the OwnerID field with the New Owner(User) ID -> Save the file
- Use the Update function on Data Loader to change ownership of the activities using the new csv. file. You need to make sure that at least the record ID and owner ID fields are mapped.