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How to update a record using Data Loader in Salesforce?
How to update a record using Data Loader in Salesforce?
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2 Replies
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Open the Data Loader.
Click Insert, Update, Upsert, Delete, or Hard Delete. ...
Enter your Salesforce username and password. ...
Choose an object. ...
To select your CSV file, click Browse. ...
Click Next. ...
If you are performing an upsert, your CSV file must contain a column of ID values for matching against existing records. -
1-Prepare your CSV File. First, identify the specific IDs of the records that you wish to update.
2- Prepare your data. Navigate to the record type that you wish to apply to your records.
3- Update the data with the Apex Data Loader.
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