How do I import records and assign it to other users in my organization?

You can import records and assign it to other users in your organization by using two features:

Import My Organization's Records - While importing, the import file should have a column that contains the exact email address of the users to whom you want to assign each record.

Lead Assignment Rule - You can create rule criteria for assigning the records. When the conditions are met, the leads will be assigned to the specified Owner. For example, you can assign the leads coming from USA to the user by specifying the criteria as Country is USA.

Note: If you use the Import My Records feature, all the records that you import will be assigned to you.

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How do I import records and assign it to other users in my organization?
You can import records and assign it to other users in your organization by using two features: Import My Organization's Records - While importing, the import file should have a column that contains the exact email address of the users to whom you ...
How to assign records to other users while importing data?
In XLS or CSV file, ensure that users' CRM ID is specified so that the records will be automatically assigned to the corresponding users. Please note that, records with blank values for CRM ID will be assigned to the person who imports the data. In ...
Assign Roles to the Users
After creating roles, you can assign them to the users in your organization. A user with an Administrator profilewill have access to all the data irrespective of the role assigned to the user. To assign roles to the users Click Setup > Users & ...
Can I assign activities to a group of users?
No. Currently, you cannot assign a task/event to group of users.
What is the difference between " Import My Organization Contacts" and "Import My Contacts"?
Import My Contacts The records will be assigned automatically to the person who is importing the file into Contacts Tab. Import My Organization Contacts You can assign the records to different users in your account while importing the file into ...

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