Salesforce CRM allows businesses to manage their customer relationships efficiently. Each object in Salesforce manages different record types; in some cases, it might be required to update record types in bulk to align with changing business requirements.
In this Salesforce tutorial, we will learn to mass update record types with a data loader in Salesforce.
Mass update record types with Data Loader in Salesforce
To Mass update record types with Data Loader in Salesforce, you must have installed the data loader in your system and have the required access to update the record types of objects.
In this example, I will update the record types of the Account records, and the same procedure can be followed to mass update record types of any other standard or custom object.
Now follow the below steps to Mass update record types with the data loader.
1. To update the record types via the data loader, create a CSV file with the header column ID (account ID), Record type ID, and Name ( for reference).
2. To get the IDs of bulk accounts, we will run a data export by following the steps.
- Log in to the Data Loader.
- Click Export
- Select the Account object.
- Select the fields ID and Name for reference.
- Click Finish
From the exported data get the IDs and Names of the records in which you have to update the record type.
4. To get the record type ID, go to the Object Manager -> select Account (object) -> click Records Types.
Now, you will see the available record types for the object. Here, select the record type that you want to replace with the previous record type, then, from the URL, copy the 15-digit code starting from 01.
If you want multiple record-type IDs, then it will be better to run a data export for that. If you are updating the record type in the account object, then run export for Account and select the fields ID and recordtypeID.
5. Now enter the record type ID in the header column RecordtypeId and keep it the same if you want to update the record with one record type.
After this, save the CSV file in your system from where it can be accessed by the data loader.
6. After creating the CSV file, open the data loader and click on the Update button.
7. In this step, select the data object Account, then browse and select the CSV file that we have created in the above steps. After this, click on the Next button.
8. Now, the data loader will initialize the uploaded CSV file. Here, click on the OK button to proceed.
9. In this step, we will create a mapping between the object fields and header columns of the CSV file, and to do that, click on the button Create or Edit a Map.
Then, in the next window, click on the button Auto-Match Fields to Columns. Now the columns will be auto-matched with the object fields, if not then drag the object fields down to the column mapping.
After mapping, click on the OK button, then click the Next button to proceed.
10. In this step, select the location for the success and error file from where it can be accessed later. After this, click on the Finish button.
11. As we click on the Finish button, a warning message will appear regarding the update operation. Here, click on Yes for confirmation of data operation.
12. Now, the data update operation will start, and after its completion, a dialog box will show the number of successes and errors that occurred during the data update. Here, click on View Successes to see the status of the updated record types.
13. In the CSV file, we can see that the Record types are successfully updated.
In this way, we can Mass update record types with Data Loader in Salesforce by following the above steps.
Conclusion
In Salesforce, Data Loader provides an efficient and reliable solution for mass updating record types that allows us to adapt to ever-changing business needs seamlessly. By following the above steps, you might have understood the process of mass-updating record types with a data loader in Salesforce.
Now, you will be able to update and change the record types of any standard or custom object in your Salesforce instance for maintaining data accuracy and data management processes in your org.
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I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
