Update Accounts and Contacts in bulk using Data Import Wizard #inSalesforce

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You can update multiple Accounts and Contacts together by creating an update file as per need and importing it.


Prerequisite:

  • Query or create a report of type Account or Contact records you would like to update (include all the columns that should be updated). 
  • Open the exported report in Excel and modify any field values for each record that need to be updated.
  • Save your changes in Excel as a Comma Separate Value (.csv) file.
  • Remember to take backup of the data you are updating or deleting to be on safe side.
Steps:

  • Setup | Data Import Wizard | Click Launch Wizard!
  • Under "What kind of data are you importing?" click Accounts and Contacts.
  • Under "What do you want to do?" select your desired action.
  • If you're updating existing Accounts, select Update existing records and ensure that Update existing Account information is also selected. 
  • Choose the criteria for "Match Contact by" and "Match Account by."


Deleting information from existing records

The Data Import Wizard won't replace or remove existing field data with a blank value if the value is empty in your import file.

 Data Import Wizard ignores empty cells in a CSV file.

Instead of clearing the value of the field, it treats the empty field as though you do not want to make any changes to that field. To set a field value to null or erase the current value, fill out the column corresponding to the record and field to be updated with #N/A. 

The exceptions are a checkbox where you have to use 0 for unchecked values and lookup fields as the Import Wizard cannot null a lookup (must use an API tool like the Data Loader).

If your organization is API enabled, you can also use Data Loader to clear existing field values.


Updating a Standard Picklist field

If you need to update a standard picklist field, use the "Replace Picklist" functionality to perform a mass update instead of the Import Wizard.



Reference: 

https://help.salesforce.com/s/articleView?id=000325739&type=1

https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/datafiles_csv_valid_record_rows.htm

https://help.salesforce.com/s/articleView?id=000327368&type=1


 

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