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Mass update Account owner with Data Import Wizard

Data pubblicazione: May 13, 2024
Descrizione

The ability to update records in bulk is one of the benefits of using Salesforce. We'll show you how to save even more time by making bulk updates to Account record owners.

Risoluzione

1. Create a report on Accounts include the fields Account Owner, Account ID and Account Name. Optionally, add additional fields that may help you to identify the account's to be transferred.

2. Export the report as a .CSV (comma-separated values) file.

3. Sort the resulting report export's .CSV file in Excel by Account Owner.

4. Next you will need to replace the existing Account Owner's name with the new Account Owner's Salesforce User Id. Locate the new owner's User Id in Salesforce by navigating to:

Classic: Setup | Manage Users | Users
Lightning: Setup | Users | Users

5. In the list of users click on the user's name that you'd like to transfer Account ownership to.

6. Copy the Salesforce Id for that user from your browser's URL (15 or 18 digit ID beginning with '005').
- In Classic the URL may read: https://<yourinstance>.salesforce.com/00530000003xxXx?noredirect=1 where "00530000003xxXx" is the User Id.
- In Lightning the URL may read: https://<yourinstance>/lightning/setup/ManageUsers/page?address=%2F00530000003xxXx%3Fnoredirect%3D1%26isUserEntityOverride%3D1

7. Paste the new owner's user Id over the existing Account Owner name values in the Excel file. Note, If you are transferring ownership to more than one User: You can create a report on active Users to get the User Id for all the Users in one sheet for Multiple Transfers.

8. Once the existing Account Owner's names have been replaced by your new owner's user Ids, save your file and it is now ready for import.

9. Navigate to: 
  • Salesforce Classic: Setup | Data Management | Data Import Wizard | Launch Wizard | Select Accounts and Contacts |
    Update existing records
  • Lightning Experience: Gear icon | Setup | In the Quick Find box, enter Data Import Wizard | Launch Wizard | Select Accounts and Contacts | Update existing records

10. Select to match by Salesforce ID and select Update existing Account information.

11. Map the columns to fields:
 
  • Map your field: Account ID to Account: Salesforce.com ID.
  • Map your field: Account Owner to Account: Record Owner.
     
12. Start Import.
 

To bulk change ownership to Multiple Users

 

Note: Administrators can also leverage the Mass Transfer Records options within Salesforce to mass transfer record ownership and their related records via the User Interface.


See also:
Prepare a CSV file for an import or update in Salesforce
Locate the Unique ID of a Record in Salesforce

Salesforce Support Video:
Data Import: Owner IDs and Parent IDs | Salesforce

Risorse aggiuntive

Explore the Import Wizard

Numero articolo Knowledge

000387231

 
Caricamento
Salesforce Help | Article