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How to Change or Update Record Types in Bulk Using Salesforce Data Loader

Publiseringsdato: Jun 3, 2026
Beskrivelse


Salesforce administrators can use Data Loader to mass update or change the Record Type on multiple records simultaneously. This is a common need when reorganizing data, migrating records between processes, or correcting Record Types applied at the time of import.


Data Loader is a client application that allows administrators to perform bulk insert, update, upsert, delete, and export operations. Record Type IDs are unique identifiers assigned to each Record Type within an object in Salesforce.

 

Løsning

This article describes how to change or update Record Types for multiple records at once using Salesforce Data Loader.


Step 1: Export Your Records
Export Data or Export a Report to a CSV file. Ensure the export includes the Salesforce record IDs (the unique 18-character ID for each record) for all records you want to update.


Step 2: Find the Record Type ID
Find the ID of the Record Type you want to apply to the records. Record Type IDs are unique per object and per organization.


Step 3: Prepare Your CSV File

  1. Add a new column to your exported CSV file with the header RecordTypeId.
  2. Populate that column with the Record Type ID found in Step 2.
  3. Save the file as a new file (to preserve your original export as a backup).

Step 4: Perform the Update in Data Loader

  1. Open Data Loader and select the Update operation.
  2. Associate the operation with the correct Salesforce object.
  3. Map the RecordTypeId column in your CSV to the RecordTypeId field in the object.
  4. Complete the data load.

 

Knowledge-artikkelnummer

000387445

 
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