During a mass transfer of account records, which record types can be used for the transfer?

In the context of mass transferring account records, the inclusion of open cases is essential because they represent ongoing support or customer relationships that require attention. These records provide vital context about current issues that customers are experiencing, and transferring them ensures that all relevant information about customer interactions and needs is preserved. This continuity is crucial for maintaining customer service quality and providing a seamless experience for both customers and support staff.

The other record types, such as related custom object records, closed cases, and close activities, do not serve the same critical role. Related custom object records may not be consistently relevant to all accounts, and closed cases represent past issues that have already been resolved, making them less pertinent in the context of ongoing account management. Close activities represent completed tasks and may not necessarily be relevant to current interactions. Consequently, focusing on open cases maintains an accurate and actionable view of the client's situation.