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Tuesday, August 16, 2016

Salesforce: Data Import Wizard to update Account

Data Import Wizard may not be so famous compare to Data Loader or other 3rd party tools, such as: dataloader.io or workbench. But, for simplicity and to be used by super user (not system admin), Data Import Wizard may be an option.

Use case: super user need to mass update certain fields. List View is not an option because the fields will be update with different values and for multiple fields.

Step-by-Step:
1. Navigate to Data Import Wizard menu: Setup | Data Management | Data Import Wizard

2. Click Launch Wizard! button

3. Select "Accounts and Contacts" under Standard object, if the user does not see "Accounts and
Contacts", make sure the user have Import Personal Contacts permission.


4. Select "Update existing records" under "What do you want to do?"

5. Leave "Match Contact by" to default value since we are not updating Contact

6. Change "Match Account by" to "Salesforce.com ID" since I have Salesforce Account Id

7. Make sure to select "Update existing Account information"


8. Drag CSV file to upload

9. Click Next to continue

10. Click Change link under "Account: Salesforce.com ID, Contact: Salesforce.com ID"



11. Remove Contact Id from mapping



12. Click Next, then Start Import button


Once done, user should get email from Salesforce with:

Subject: Salesforce import of "filename.csv" has finished. 999 rows were processed.
Content:
Your Accounts import is complete. Here are your results:
Accounts Created: 0
Accounts Updated: 999
Accounts Failed:  0 (We couldn't import these due to errors.) Processed job information for
imported Accounts: No link is available because you do not have the correct permissions to
manage Bulk Api jobs.

If user have Bulk Api jobs permission, they will see:
Accounts Failed:  0 (We couldn't import these due to errors.) Processed job information for
imported Accounts: https://na3.salesforce.com/75017000001eNj3AAE?fromEmail=1


Permissions
- Permission to manage Bulk Api jobs is Manage Data Integrations
- User will only see Data Import Wizard setup menu from Setup | Data Management, if only user have any of the following permissions:
  • Import Custom Objects
  • Import Leads
  • Import Personal Contacts
  • Import Solutions

Reference:

Blog last update: 23 Oct 2016