Upload Household Data Using Data Loader
Upload data about households using Data Loader.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
-
In the Developer Console, look up the Id for the
IndustriesHouseholdrecord type for the Account object.- From the Salesforce header, open Developer Console.
- Select Query Editor.
-
Enter this SOQL query:
SELECT DeveloperName, Id, SobjectType FROM RecordType Where SobjectType='Account' AND DeveloperName='IndustriesHousehold'.
Tip As you queried for the Id in an earlier step when you uploaded individual data, check the History pane. If your previous query is listed, reuse it. - Execute the query.
- From the query results, copy the Id from the record.
-
In Data Loader, export the Account object to a CSV file.
We recommend that you export the data to a new CSV file and use the file name household.csv.
-
In the resulting household.csv file, delete all columns except,
FinServNotes__c, Name,
RecordTypeId, and OwnerId, and any custom
fields that you’ve added.
OwnerId is required only if you want to change OwnerID values so that team members are assigned ownership of household records.
- In the household.csv file, paste the Id value that you copied from your earlier query into the RecordTypeId field for every household record that you upload.
- In the household.csv file, enter the rest of your household data.
- In Data Loader, use Insert and identify that you are updating the Account object with the data from your updated household.csv file. Choose Create or Edit a Map and select Auto-Match Fields to Columns. Upload your data.
- In your org, check for the household records to verify your upload of Account data.
Did this article solve your issue?
Let us know so we can improve!
