In the Salesforce CRM, we can modify and update the data according to our business needs. One common customization is updating picklist (multi-select) values according to the organization’s business requirements.
While Salesforce provides various tools for data management, Data Loader is the most efficient to manage bulk data. It is better to use a data loader when it is required to update the Picklist (multi-select) values in a large volume of records.
In this Salesforce tutorial, I will explain to you the method to update the Picklist (multi-select) Values in Salesforce with a data loader with the help of an example, where I will update the Picklist (multi-select) values in the Opportunity records.
Update Picklist (multi-select) Values in Salesforce with Data Loader
To update picklist (multi-select) values in Salesforce with Data Loader, make sure you have installed the data loader in your system and have the required access to update the Picklist (multi-select) fields.
If you meet the above conditions then follow the below steps.
To update the picklist (multi-select) fields of an object, we need the record IDs of the records in which we have to update the picklist (multi-select) fields, and for that, it will be better to run an export with a data loader.
1. Open the data loader and log in with your credentials, then click on the Export button.
2. In this step, select the data object in which the picklist (multi-select) fields. In this example, I have the picklist (multi-select) field in the opportunity object.
After this, select the location for the CSV file of the exported data, then click Next.
3. In this window, select the Name and Id fields of the records for reference then select the picklist (multi-select) field in which you have to update values for records, then click on Finish.
4. Now open the exported CSV file. Here, we can make changes in the same CSV file, or you can copy the header column ID and Picklist (multi-select) field name with their details and create a new CSV file.
In this example, I will update the changes in the same CSV file.
5. In the CSV file, go to the header column of the picklist (multi-select) fields and add or remove the values separated by (;). Here, make sure that all the values of the picklist (multi-select) fields are separated by a semicolon.
After making these changes, save the CSV file, from where it can be accessed later for the data update operation.
6. Now, we will run the data update operation, and for that, open the data loader and click on the Update button.
7. In this step, activate the checkbox Show all Salesforce objects, then select the object in which you have to update the values of the picklist multi-select field. In this example, I have selected the Opportunity object.
After this, select the CSV file that we have saved with the updated field values, then click on the Next button.
8. Now, the data loader will initialize the uploaded CSV file and will display the batch size and number of rows in a dialogue box. Here, click on the OK button to proceed.
9. In this step, we will map the column headers with the object fields, and for that, click on the button Create or Edit a Map. Then, in the next window, click on the button Auto-Match Fields to Columns.
In case the fields are not auto-matched with the column headers, then you have to drag the object fields to the column mapping.
After this, click on the OK button, then click on the Next button to proceed.
10. In this step, select the location for the error and success file from where they can be accessed later.
At last, click on the Finish button.
11. As we click on the Finish button, a warning message will appear on the screen regarding the update operation. Here, click on the Yes button to proceed.
12. Now, the update operation will start, and after its completion, we will get a success message in the dialog box. Here, click on the button View Success to see the status of the updated records.
Now in the CSV viewer of the data loader, we can view the status of the updated records.
You can also view the updated picklist (multi-select) values in the records from the Salesforce console.
In this way, we can update picklist (multi-select) Values in Salesforce with Data Loader with the help of the above steps.
Conclusion
In Salesforce, updating picklist (multi-select) values using Data Loader is a straightforward process that allows system administrators to modify the data of the fields according to the business requirements.
By following the above example, you might have understood the method of updating picklist multi-select values with the Salesforce data loader in bulk which will save you time and ensure data accuracy.
You may like to read:
- How to Import Opportunities into Salesforce via Data Loader
- How to Clone Opportunity in Salesforce
- How to Set Up Opportunity Teams and Opportunity Splits in Salesforce
- How to Create Opportunity Stage Conversion Report in Salesforce
- How to Mass update record types with Data Loader in Salesforce
- How to Import Opportunity Contact Roles with Data Loader in Salesforce
- How to Update Picklist-Multiselect using Flow in Salesforce
Abhijeet is a skilled Salesforce developer with experience in developing and integrating dashboards, data reports, and Salesforce applications. He is also skilled at optimizing processes and flow automation processes, coding, and executing complex project architecture. Read more about us | LinkedIn Profile.
