In this Salesforce tutorial, we will learn how to mass update addresses in Salesforce. Also, we will understand the steps of mass updating addresses in Salesforce Lightning and the steps of mass updating addresses in Salesforce Classic.
While working with Salesforce, I got a task where I need to mass update the addresses in Salesforce. To fulfill this requirement I use my mass update addresses feature of Salesforce which is present under the data management tab of both the edition Salesforce Lightning and Salesforce Classic.
If you want to learn how to mass update the addresses in Salesforce Lightning as well as in Salesforce Classic, you have come to the right place.
The following are the topics that we will cover in this salesforce tutorial:
- Mass update addresses in Salesforce
- How to mass update addresses in Salesforce Lightning
- How to mass update addresses in Salesforce Classic
Mass update addresses in Salesforce
In Salesforce mass update addresses are defined as a process that is used in updating the address field of multiple records at a single time. This feature can be helpful when we need to update the bulk of addresses at once.
The mass update addresses in Salesforce can be implemented on a variety of records like leads, accounts, contacts, cases, reports, activities, and other custom objects in our Salesforce org.
For implementing the mass update addresses we can select the value and then we can find the number of addresses that are updated by simply clicking on replace button that is placed on the right top corner of the page.
This method can help the user for saving their time, smooth the data management process, and also be helpful in large and complex datasets and also reduce manual efforts by permitting us to make changes to multiple records by using a single operation, rather than updating them one by one.
It is more important to make sure the data that is being updated is accurate and it also makes sure that it is updated to the correct records.
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Lowe’s is a USA-based company and one of the employees of the company creates the records related to the details they also check the record that is created already are expired or not. If the data of the record like the address are expired so the records need updation in the address. For the mass update addresses of the record, they use the Mass update addresses function of Salesforce which can save time and also make the process very easy.
With this, we have learned Mass update addresses in Salesforce. Now, let’s move further and see how to mass update addresses in Salesforce. We will explore both the salesforce experiences: Salesforce Lightning and Salesforce Classic.
How to mass update addresses in Salesforce Lightning
Here we are mass updating addresses in Salesforce lightning. If you want to learn how to mass update addresses in salesforce lightning follow these steps:
1: Login into your Salesforce lightning account, Go to the gear icon. Under the gear icon, there are two options present first one is Setup and another one is Service Setup. Here we are clicking on the Setup option.
2: After clicking on the setup option, the setup page is open. There is Quick Find Box on the left side, enter the Mass update addresses in the Quick Find Box and the Mass update addresses come at the top. Click on the Mass update addresses. And this Mass update address is present under Data management.
3: After clicking on the mass update addresses, the Mass update addresses page is open. Here we can specify the type of address data that we want to update.
We can use the wizard to update the country or state field on all the records with the standard address field. These involve addresses on accounts, cart delivery groups, assets, contacts, leads, orders, contracts, etc.
Here we are choosing the country as the address field type to update and then clicking on the next button.
4: After clicking on the next button, here choose the existing values that we want to replace. Select the value from the available value list and click on add button to move this USA value from the available list.
5: After clicking on the add button the value that we selected from the available list is moved to the selected value column and then replace the selected value with entering the address as United States of America after that click on the next button.
6: After clicking on the next button, the number of addresses field was found that has USA addresses, and these number of address fields are replaced if we are proceeding further.
The account billing country has 2 address fields, the Account shipping country has 1 address field, the Contact mailing country has 2 address fields, the Contact other country has 1 address field, and the lead country has 18 address fields. Now click on replace button for replacing these fields.
7: After clicking on replace button, our record is successfully updated and this updated message is shown, and below this message, the done button is present click on the done button. If you want to perform another update, click on the perform another update button.
In this way, we have learned how to mass update addresses in Salesforce Lightning. Further, we will learn how to mass update addresses in Salesforce Classic.
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How to mass update addresses in Salesforce Classic
Here we are mass updating addresses in Salesforce Classic. If you want to learn how to mass update addresses in Salesforce Classic follow these steps:
Step-1: First log in to the Salesforce account, when we log in to the account the Salesforce lightning edition is open. Moving to Salesforce Classic, click on the Profile picture.
The Profile picture drop-down list is open. Under this profile picture list, there is an option to switch to Salesforce Classic. Click on it. The Salesforce classic edition is open. Go to the setup option, and click on the setup that is present near the profile picture.
After clicking on the setup, the setup page of the Salesforce classic edition is open. Now enter the mass transfer records in the Quick Find Box, and the Mass transfer records is comes at the top and it is present under the Data management. Click on the mass update addresses.
Step-2: After clicking on the mass update addresses, the Mass update addresses page is open. Here we can specify the type of address data that we want to update.
We can use the wizard to update the country or state field on all the records with the standard address field. These involve addresses on accounts, cart delivery groups, assets, contacts, leads, orders, contracts, etc.
Here we are choosing the country as the address field type to update and then clicking on the next button.
Step-3: After clicking on the next button, here choose the existing values that we want to replace. Select the value from the available value list and click on add button to move this US value from the available list.
Step-4: After clicking on the add button the value that we selected from the available list is moved to the selected value column and then replace the selected value with entering the address as USA after that click on the next button.
Step-5: After clicking on the next button, the number of addresses field was found that has USA addresses, and these number of address fields are replaced if we are proceeding further.
The account billing country has 1 address field, and the Contact other country has 1 address field. The following country values will be replaced with the USA. Now click on replace button for replacing these fields.
Step-6: After clicking on replace button, our record is successfully updated and this updated message is shown, and below this message, the done button is present click on the done button. If you want to perform another update, click on the perform another update button.
This is how we have learned how to mass update the addresses in Salesforce Classic.
Conclusion
In this tutorial, we have learned about Mass update addresses in Salesforce. We have also discussed how to mass transfer records in Salesforce Lightning as well as Salesforce Classic.
This method can help the user for saving their time, smooth the data management process, and also be helpful in large and complex datasets and also reduce manual efforts.
And in addition to this, the following are the topics that we have discussed:
- Mass update addresses in Salesforce
- How to mass update addresses in Salesforce Lightning
- How to mass update addresses in Salesforce Classic
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