Use Dataloader io to Update Data | Import and Export with Data Management Tools
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Import and Export with Data Management Tools: • Import and Export with Data Managemen...
Use Dataloader.io to Update Data: https://trailhead.salesforce.com/cont...
Ensure the account-site file and the Account Exports file (from the previous step) are open.
Copy and paste the contents of the Account Site column from the account-site file into the blank Site column in the Accounts Export file.
Moving Site data from account-site spreadsheet to Account Exports spreadsheet
Save the Accounts Export.csv file in CSV format with a different name.
Windows users:
With the Accounts Export.csv file open, click File and Save As.
Keep the file type CSV (Comma delimited) (*.csv).
Note: If you are using an international computer the CSV file generated on Excel will most likely not be delimited with commas. You can check if your CSV file delimiter is a comma by opening it with the Notepad app (or equivalent) on your computer. Additionally, the file can also be saved as txt tab-delimited.
Change the filename to Updated Account Site Import.
Click Save and save the file to your desktop. If needed, click Yes from the pop-up window.
Close both files.
Mac users:
Ensure that you are in the window with the Accounts Export file, click File Export To CSV…
Click Next…
Save As: Updated Account Site Import.
Where: Desktop
Click Export.
Close Numbers.
Close the file.
Google Sheets users:
With the Accounts Export.csv file open, click File Rename.
Change the title to Updated Account Site Import.
Click File Download.
Select Comma Separated Value (.csv) and ensure this file is on your desktop for easy access.
Now your Updated Account Site Import file is ready to be updated using Dataloader.io.
With Dataloader.io open, click NEW TASK and select IMPORT.
Select Update.
From the Object list, select Account.
Click Next.
Click Upload CSV.
Choose the Updated Account Site Import file from your desktop, and click Open.
Ensure the data is mapping correctly to the existing data.
CSV mapped to current dataNote: If there are errors, they will be prominently denoted.
Click Next.
Click Save & Run.
Click Run.
The data has been successfully updated when 11 successes, 0 errors is displayed. The Dataloader.io window can now be closed.
View the Results
Finally, create a list view to check the import.
Click the App Launcher App Launcher Icon and select Sales.
Click the Accounts tab.
Click the List View Controls icon List View Controls Icon and select New from the dropdown.
Enter Accounts Modified Today as the List Name.
Select Only I can see this list view.
Click Save.
Under Filters on the right, click Add Filter and fill in the criteria:
Field
Operator
Value
Last Modified Date
equals
TODAY
Click Done.
Click Add Filter again and fill in the criteria:
Field
Operator
Value
Account Site not equal to
(leave this value blank)
Note: The filter value is left blank on purpose. This will filter out any Accounts that do not have Account Sites listed.
Account Site field filter
Click Done.
Click Save.
00:00 Introduction
00:39 Account Site
02:17 Sales
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