Steps

Export the Records

  1. Navigate to the Reports page
    1. In the top-right corner of the screen, if you click the menu icon and search for “reports”, you should see a link to get there:
export-the-records-step-1
  1. In the top-right corner of the screen, select New Report
  2. Choose a report type based on which type of records you need to update, and then click Start Reporton the right
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  1. Be sure to add the Id column to your report in the sidebar, which is typically named after the record type you are selecting (e.g., Account ID, Contact ID, etc.)
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  1. Also add any additional columns that you wish to edit on the records
  2. Add any filters or sorting options needed to narrow down the records you want to update
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  1. When ready, click Save in the top-right corner, enter a name, and then click Save again
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  1. Click Run in the top-right corner and verify these are the records you want to update
  2. Click the dropdown arrow next to Edit in the top-right corner and select Export
  3. Choose Details Only and Comma Delimited .csvas the format and then click Export
export-the-records-step-10

Make Changes

  1. Open the downloaded file and make any desired updates to the values
  2. Save the changes as a new file so that the original is available as a backup

Upload the Changed Records

  1. Navigate to the Setup page in Salesforce by clicking the settings icon in the top-right corner of any Salesforce page
upload-the-changed-records-step-1
  1. In the sidebar on the left, search for “data import wizard” and select the Data Import Wizard integration
  2. Follow the on-screen instructions to update existing records
    1. Be sure to choose the option to match records by Salesforce.com ID
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  1. Ensure the mapping looks correct and that the ID column is mapped to Salesforce.com ID
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  1. Verify the details on the last page and then click Start Import
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  1. Once this bulk import is complete you’re all finished!