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Mass update Account owner with Data Import Wizard

Data pubblicazione: Jun 18, 2026
Descrizione

When to Use This Process

This article explains how to use the Salesforce Data Import Wizard to bulk update Account record owners.

Bulk updating Account owners can be useful in scenarios such as:

  • A sales representative leaves the company and their Accounts need to be reassigned.
  • Territory realignments require transferring Account ownership between users.
  • Multiple Accounts need to be reassigned as part of an organizational restructuring.

The process involves exporting Account data to a CSV file, replacing the current owner values with the new owner's Salesforce User ID, and then re-importing the updated file using the Data Import Wizard's Update mode.

Risoluzione
 

Resolution

  1. Create an Accounts report that includes the following fields:

    • Account Owner

    • Account ID

    • Account Name

    Optionally, include additional fields to help identify the Accounts that need to be transferred.

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

  3. Open the CSV file in Excel and sort the data by Account Owner.

  4. Obtain the Salesforce User ID of the new Account owner by navigating to:

    Salesforce Classic

    • Setup > Manage Users > Users

    Lightning Experience

    • Setup > Users > Users

  5. Click the name of the user who will become the new owner and copy the Salesforce User ID from the URL. The User ID is a 15- or 18-character ID beginning with 005.

    Example URLs:

  6. Replace the existing Account Owner values in the CSV file with the appropriate Salesforce User IDs for the new owners.

    Note: If ownership is being transferred to multiple users, consider creating a report of active users to obtain all User IDs at once.

  7. Save the updated CSV file.

  8. Launch the Data Import Wizard:

    Salesforce Classic

    • Setup > Data Management > Data Import Wizard

    • Click Launch Wizard

    • Select Accounts and Contacts

    • Select Update Existing Records

    Lightning Experience

    • Setup > Enter Data Import Wizard in Quick Find

    • Click Launch Wizard

    • Select Accounts and Contacts

    • Select Update Existing Records

  9. Select Match by Salesforce ID and choose Update Existing Account Information.

  10. Map the CSV columns as follows:

  • Account ID → Account: Salesforce.com ID

  • Account Owner → Account: Record Owner

  1. Review the mappings and click Start Import.

Bulk Change Ownership to Multiple Users

You can update ownership for multiple users within the same CSV file by assigning the appropriate Salesforce User ID to each Account record.

Administrators can also use the Mass Transfer Records feature in Salesforce to transfer ownership and related records directly through the user interface.

Salesforce Support Video

[VIDEO] Data Import: Owner IDs and Parent IDs | Salesforce

This video demonstrates how to perform bulk Account owner transfers using the Data Import Wizard, including:

  • Locating User IDs in Salesforce Classic and Lightning Experience.

  • Preparing the CSV file for import.

  • Mapping fields correctly during the import process.

 

 

Risorse aggiuntive

  • Prepare a CSV File for an Import or Update in Salesforce

  • Locate the Unique ID of a Record in Salesforce

  • Explore the Import Wizard (Video) – Video walkthrough of the Salesforce Data Import Wizard demonstrating how to import and update Account records, including owner field mapping.

  • Mass Transfer Records


Explore the Import Wizard

Numero articolo Knowledge

000387231

 
Caricamento
Salesforce Help | Article