Updating account ownership in Salesforce is a common task, especially when there are mass data changes within an organization. Salesforce Data Loader is a powerful tool that allows us to update records efficiently in bulk.
In this Salesforce tutorial, we will learn about mass updating account ownership using Data Loader.
Mass update Account ownership with Data Loader
To mass update account ownership, you need admin access and Data Loader installed on your system.
Before you start using Data Loader, export a CSV file with Account Owner, Account ID, and Account Name. Optionally, add additional fields that may help you identify the Accounts to be transferred.
Now, follow the steps below to mass update account ownership with Data Loader in Salesforce.
1. First, we will create a CSV file with a header column Account Owner, Account ID, and Account Name and copy-paste the Account ID, and Account Name from the exported CSV file.
2. Now we need the ID of the user that we will replace with the existing account owner ID, and for that, go to the Setup page of Salesforce and search for Users in the users’ setup. Open the user profile to which you have to assign the account’s ownership.
3. In the setup of the user profile, copy the 15-digit number from the URL that starts with zero. Make sure the user has permission to have ownership of the account. For example, the user has an admin license.
4. Paste the copied ID in the head column OWNERID, and keep it the same if you want you want to assign the ownership of the selected accounts to the same user.
After this, save this CSV file so that it can be accessed by the Salesforce Data Loader.
5. Now open the Data Loader and log in with your credentials. Then, in the Data Loader, click on the Update button.