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