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Mass Disable Customer Portal Accounts Using Data Loader

Publiceringsdatum: Jun 16, 2026
Beskrivning

The IsCustomerPortal field on the Account object controls whether an account is designated as a Customer Portal account in Salesforce.

When set to 'true', the account is treated as a Customer Portal account; when set to 'false', it is disabled.

This article explains how to use Salesforce Data Loader to mass update this field and disable multiple Customer Portal accounts at once.

Data Loader can be used to mass disable customer Accounts. After preparing a file with the list of customer Accounts, you may set the IsCustomerPortal field to false to disable them.

Lösning

I. Prepare a CSV file

  1. Create a report that will get a list of the customer accounts that you would like to disable. Ensure to include the column called Account ID.
  2. Export the report you have created.
  3. Open the exported file and add a column called IsCustomerPortal and set the values to False to disable them.
  4. Save the file in .csv format.


II. Mass Update using Data Loader

  1. Open the Data Loader.
  2. Click on Update.
  3. Login with your Salesforce credentials.
  4. Select the Account object.
  5. Browse the file you have created.
  6. Click Next.
  7. Click OK.
  8. Click Create or Edit a map.
  9. Click Auto-Match Fields to Columns. Ensure that the Id and the IsCustomerPortal fields are mapped.
  10. Click OK and Next.
  11. Click Finish to proceed with the update.
Knowledge-artikelnummer

000388817

 
Laddar
Salesforce Help | Article