Activity Forums Salesforce® Discussions 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.

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  • 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 5 years, 2 months ago by  kishan.
    • This reply was modified 5 years, 2 months ago by  kishan.

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