How to Perform a Mass Update
To mass update record types using the Data Loader, here are step-by-step instructions. The following steps are included for your convenience. If you are familiar with these actions, feel free to skip this section.
To perform a mass update
1. Identify the specific IDs of the records that you want to update. There are two ways to do this:
a. Run an export with the Data Loader to extract the IDs for the records you want to update. You can add conditions to your query to select records that meet your criteria. Make sure to select "ID" and "ProductTypeID" in your field selection.
b. Choose a Target for extraction (the place where .csv file should be saved):
1) At the end, click Finish.
2) Run a report in Salesforce that retrieves the records you want to update. Be sure to include the record ID in your report.
3) Export the report as a .csv file.
2. Now that you have a .csv extract that contains the IDs of the records you want to update, prep the extract file:
a. In Salesforce, navigate to the record type that you want to apply to your records. For example, if you wanted to change the record type of your selected leads to a record type called Weblead, go to: Setup > App Setup > Customize > Leads > Record Types > Weblead.
b. When you are at the appropriate record type, copy the ID that appears at the end of the URL after the = sign.
For example, a sample URL could be: https://na1.salesforce.com/setup/ui/recordtypefields.jsp?type=Lead&setupid=LeadRecords&id=012300000000MWm. The ID for the Weblead record type is therefore 012300000000MWm.
c. In Excel, open the .csv extract from the earlier step.
• If your extract was generated by running a Data Loader Export, replace the existing RecordTypeIDs with the one just copied.
• If your extract was from a Salesforce report, create a new column called "RecordTypeID" and populate all the rows in this column with the "RecordTypeId" just copied.
d. Save the .csv file.
e. Run an update using the Data Loader.
f. When prompted, load the .csv file from the previous step. Choose Create or Edit a Map when prompted.
g. Drag the ID and RecordTypeID fields from the top section to the corresponding fields in the bottom section.
h. Select a directory where the error and success files should be saved.
i. Click Finish, and the Mass Update is complete.
3. In Salesforce, check your records to confirm that the change has been made.
Last modified date: 12/14/2021