Mass Transfer Accounts

In Salesforce, there is an option to mass transfer the Accounts. If you click that option, it navigates you to the Mass Transfer account page to transfer accounts own by either active or inactive user to another user. We can also do the above transfer action based on some filter conditions if we need it.

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Mail Merge

The mail merge is a process of creating form letters and Microsoft word documents which are tailored based on the recipient’s need. we can keep variables in mail merge document and those are called as merge fields. These merge fields get values form each of the specific records.

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