How to Mass Update Email Addresses and Usernames with Data Loader in Salesforce

Salesforce is a robust CRM tool that allows organizations to manage their customer data efficiently. The modifications and customization of org. users’ data is also done as per the required scenarios.

Salesforce provides a powerful tool known as Data Loader, which allows administrators to seamlessly update and maintain user information in bulk. In this Salesforce tutorial, we will learn to mass update email addresses and usernames with Data Loader in Salesforce.

Data loader to Mass Update Usernames and Email addresses

We can update the usernames and email addresses from the user profile setup, but when it is required to mass update the username and email address, then that process will be time-consuming and prone to errors.

In that scenario, it is better to use the Salesforce Data loader tool to Mass Update Usernames and Email addresses, which is designed to handle the bulk import, export, and update of data within the Salesforce instance.

The data loader is particularly valuable for administrators to manage large datasets and complex data relationships.

Mass update Email addresses and Usernames with Data Loader in Salesforce

To mass update Email addresses and Usernames with Data Loader, make sure that Data Loader is installed in your system and you have access to the system admin to update users’ data.

Now follow the below steps if you meet the above requirements.

1. To update the email addresses and usernames of users, we need the users’ ID and their current email and usernames. It will be better to run an export to get the values of these fields by following the steps.

  • Log in to the Data Loader.
  • Click Export
  • Select the Users object.
  • Select the fields Username and Email, and make sure to include the User ID.
  • Click Finish
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2. Now open the exported file and update the email and usernames of the users, then save this CSV file in your system from where it can be accessed to the data loader.

Mass Update email and username in Salesforce data loader

Now, the CSV file is ready, and in the further steps, we will perform the data update operation.

3. Open the data loader and click on the Update button.

Update email and username in Salesforce data loader

4. In this step, select the data object User, then browse the CSV that we have created in the above steps, and then click on the Next button.

Salesforce Mass Update email with Data Loader

5. Now, the data loader will initialize the uploaded CSV file and the number of rows in the file. Here, click on the OK button to proceed.

Use Data loader to mass update usernames and Emails in Salesforce

6. In this step, we will map the CSV column headers with the object field names, and for that, click on the button Create or Edit a Map.

In the next window, click on Auto-Match Fields to Columns. Now the object fields will be auto-matched with the CSV columns, if not then you have to drag the object fields down to the column mapping.

Mass update usernames with Salesforce data loader

7. In this step, select the location for the success and error files from where they can be accessed later. After this, click on the Finish button.

Use Data loader to update usernames and Emails in Salesforce

8. As we click on the Finish button, a warning message will appear on the screen. Here, click on the Yes button to proceed.

Salesforce Mass Update emails and usernames with data loader

9. Now, the data update operation will start, and it will display the number of successes and errors in a dialogue box.

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In this scenario, we got a success message with zero errors, which means that we have successfully updated the records data.

Here, click on the button View Successes to see the status of updated records.

How to Mass update Email addresses and Usernames with Data Loader in Salesforce

Now, in the Data Loader CSV viewer, we can see the status of updated usernames and emails. You can also view the updated data in the profile setup in the Salesforce console.

Salesforce update usernames and emails with Salesforce Data Loader

In this way, we can Mass update Email addresses and Usernames with Salesforce Data Loader.

Conclusion

In Salesforce, the data loader is a useful tool for system administrators to make the data management process more efficient. By following the steps in the above example, you might have gotten good insights about the method to mass update email addresses and usernames with the Salesforce Data loader.

Now, you will be able to execute mass updates for email addresses and usernames, ensuring that CRM data remains accurate in your organization.

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