Product Walkthroughs

Salesforce Account Owner Reassignment in Excel

Account Realignment

Select accounts by owner, assign a new owner in Excel, and choose which related records move with them.

Account Realignment sheet in Excel with current and new owner columns

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Reassign Salesforce account owners from Excel

This walkthrough shows account realignment in Fusion: filter accounts by name or owner, load them into Excel, and set a new owner with a lookup. Mark which related records should transfer, such as closed opportunities, then save and confirm to update the account owner in Salesforce.

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360 Snap in Wave showing an account with its related assets

Using 360 Snap

Open a record from your grid in 360 Snap and edit its details and related lists in one view.

Launch walkthrough

Forecast prep grid in Wave with open opportunities, close dates and forecast categories

Forecast Call Prep

Flag the deals that need attention with rules, fix close dates, move deals to Commit, and save in one go.

Launch walkthrough

Lightning App Builder with the Valorx Grid component on an App Page

Publishing an App

Put a grid you have built on a Salesforce Lightning App Page so your team opens live, editable data from the app launcher.

Launch walkthrough

Account Realignment sheet in Excel with current and new owner columns

Account Realignment

Select accounts by owner, assign a new owner in Excel, and choose which related records move with them.

Launch walkthrough

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