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ArticlesAll: How To Do Mass Update of Salesforce Records

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All: How To Do Mass Update of Salesforce Records

Salesforce Data Loader can be used to perform a mass update of records. This process involves exporting the relevant object and fields into a CSV file. The data can then be modified in an application like Excel and imported back into Salesforce to complete the update. An example is provided for finding a specific User's Salesforce ID from the URL.

  • Mar 1, 2019
  • Knowledge

Title
All: How To Do Mass Update of Salesforce Records
URL Name
All-How-To-Do-Mass-Update-of-Salesforce-Records

Product Area
Requisitions
Release Version
Environment
  • All products
  • All versions
Additional Notes
See Salesforce help articles:
  1. Data Loader - Salesforce Help
  2.  Use Data Loader to Update Data Unit | Salesforce Trailhead
Procedure
  • Use Salesforce Data Loader to do a mass update of records. 
  1. Determine which object and fields need to be updated
  2. Export the object and fields to a csv file
  3. Move the CSV file export data to Excel
  4. Use Excel Use the “Find and Replace” to find the original field value and replace it with the new field value. 
  5. Save the Excel data to a csv file format
  6. Import the csv file back into Salesforce
  • For example, to update a User's Salesforce ID field, get the User's Salesforce Id as follows:
  1. Go to Setup > Users > Select specific user
  2. Example: look at the URL: https://my company.my.salesforce.com/00550000006a3epAAA?noredirect=1&isUserEntityOverride=1
  3. Extract the 18 character Salesforce id that comes after “salesforce.com/”
  4. In this example, the user's Salesforce id is 00550000006a3epAAA
 
 
 
Objective
  • Do a mass update of Salesforce records
Customer Success CloudFinancial Management CloudProfessional Services Cloud
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Knowledge:All: How To Do Mass Update of Salesforce Records