User Permissions Needed
Before You Begin
- List the stores that move, and the rep who takes over each one.
- Ask the rep who’s losing stores to tap Sync and wait for it to finish, so their unsynced work reaches Salesforce first.
- If the new rep is new to FieldKo, complete Add a New Rep first.
What FieldKo Transfers When the Owner Changes
When an account’s Account Owner changes, FieldKo hands some of the account’s data to the new owner. Changing account team members doesn’t trigger any of this.
The two options are under Transfer Data On Change Of Account Owner on the FieldKo Configuration tab, under Basic. They save to the Transfer Account Data Configuration custom setting. For the steps, see When an Account Changes Owner.
FieldKo runs these transfers only when the Branding custom setting has a record named Brands. Sync needs this record too, so it’s usually there. If it’s missing, see Rep Can’t Sync at All.
Move the Rep
Complete these steps in order. Each step links to the full instructions.1
Choose What Transfers
On the FieldKo Configuration tab, click Basic. Under Transfer Data On Change Of Account Owner, choose whether to move future Not Started visits and share last month’s orders. Save your changes. See When an Account Changes Owner.
2
Check the New Owner's Call Cycles
Make sure the new owner has active call cycles that cover the dates of the visits that will move. See Call Cycles.If Transfer Not Started Future Visits is on and a visit’s date isn’t covered, Salesforce blocks the owner change with “Sorry! No Call Cycle available. Please Contact your Manager or Administrator”.
3
Change Account Ownership or Account Teams
Change the Account Owner of each store to the new rep. To move many stores at once, use a mass transfer or a data load. See Transfer Multiple Accounts in Salesforce Help and Import and Update Data.If your reps share stores through account teams instead, remove the old rep from each account team and add the new rep. If your org uses the Public Group user reporting hierarchy, update the account sharing or group membership instead. See Accounts in Scope.
4
Optional: Move the Remaining Visits
FieldKo moves visits automatically only when the owner changes and the option is on. To move other Not Started visits, such as visits on stores shared through account teams, use the Transfer Visits tab. The new rep must own the account or be on its account team. See Transfer Visits.
5
Optional: Update Brand Teams
If Enabled is selected on the Branding custom setting’s Brands record, make sure the new rep is a Brand Team Member of the brands linked to their new stores. See Add a New Rep.
6
Ask Both Reps to Sync and Reset Sync
Ask each rep to tap Sync, wait for it to finish, and then run Reset Sync. Stores that leave a rep’s scope stay on their device until they reset, and resetting makes sure the new rep gets the full history for their new stores. See Reset Your Offline Data.