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Mass insert Account or Opportunity Contact Roles with Data Loader

Veröffentlichungsdatum: May 6, 2026
Beschreibung

Salesforce administrators and data managers can use the Salesforce Data Loader to mass insert (bulk upload) Account Contact Roles or Opportunity Contact Roles. This is useful in scenarios such as:

  • Migrating Contact Role data from a legacy system into Salesforce
  • Assigning Contact Roles to a large number of Accounts or Opportunities at once
  • Updating Contact Role assignments as part of a data quality project

Notes:

Lösung

Prepare a .csv File with the Required Columns

For inserting Account Contact Roles:

  • AccountId: The ID of the Account associated to the Contact.
  • ContactId: The ID of the Contact(s) to be assigned or updated.
  • Role: The Role name to be assigned. To find the Role name:
    • In Salesforce Classic: Navigate to Setup and enter Contact Roles on Accounts in the Quick Find box.
    • In Lightning Experience: Contact Roles on Accounts is currently unavailable in Lightning Experience. Review Add and Manage Contact Roles in Lightning Experience for more information.
  • IsPrimary: Specify whether the Contact being assigned is the primary Contact for the Account. Enter TRUE for the primary Contact and FALSE for all others. Note: You can only specify one primary Contact per Account. If multiple primary Contacts are specified in the import file for a given Account, the last row for that Account will be designated as primary.

For inserting Opportunity Contact Roles:

  • OpportunityId: The ID of the Opportunity associated to the Contact.
  • ContactId: The ID of the Contact(s) to be assigned or updated.
  • Role: The Role name to be assigned. Navigate to Setup and enter Contact Roles on Opportunities in the Quick Find box.
  • IsPrimary: Enter TRUE for the primary Contact and FALSE for all others. Note: Only one primary Contact per Account is allowed; the last row in the file is used if multiples are specified.

Insert Account Contact Role or Opportunity Contact Role Records with Data Loader

  1. Log into the Data Loader.
  2. Select Insert.
  3. Select Show all Salesforce objects.
  4. Select Account Contact Role or Opportunity Contact Role.
  5. Select Browse and choose your .csv file.
  6. Click Next and then OK when prompted for the record count.
  7. Click Create or Edit a Map and Auto-Match Fields to Columns (drag and map manually if fields do not auto-map).
  8. Click OK and then click Next.
  9. Click Browse and select the location for your 'success' and 'error' files to download.
  10. Click Finish and choose Yes when prompted.
 
Nummer des Knowledge-Artikels

000386935

 
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Salesforce Help | Article