Use Bookbuilder to manage account ownership
The account transfer capabilities in Bookbuilder are based on dynamic books principles.
There are two ways to mass transfer accounts in Bookbuilder:
- Retrievals allow you to transfer accounts away from individual reps or all reps in a target book based on criteria that you specify. Doing so will free up capacity in the reps' target book that can be filled with future distributions.
Distributions and retrievals replace the process of building Salesforce reports, exporting them to Excel or Google Sheets, updating ownership fields and then re-importing using data loader.
Both distributions and retrievals allow you to define criteria to specify the relevant accounts and execute ownership changes within Salesforce without the need to manipulate a spreadsheet.
Target Books describe the kinds of accounts reps should own, but just defining a target book doesn't automatically cause accounts to move in and out or reps' names. To adjust reps' books, you use distributions to proactively transfer accounts that meet certain criteria into reps' books and retrievals to remove accounts from reps' books.
Target books define how things should be, distributions and retrievals help you make it that way.
Start transferring accounts by setting up your first distribution and retrieval.
Once you've mastered the basics of transferring accounts with distributions and retrievals, save time with more advanced configuration.