Activity Forums Salesforce® Discussions How to update a record using Data Loader in Salesforce?

  • How to update a record using Data Loader in Salesforce?

  • Pooja

    Member
    August 24, 2020 at 5:37 pm

    How to update a record using Data Loader in Salesforce?

  • Ratnesh

    Member
    August 25, 2020 at 5:45 am

    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.

  • kishan

    Member
    March 8, 2021 at 11:30 am

    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.

    • This reply was modified 8 months, 3 weeks ago by  kishan.
    • This reply was modified 8 months, 3 weeks ago by  kishan.
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