Skip to main content

​
Overview

A bulk update in Salesforce can correct a field across many accounts, contacts, or leads, including records created through Unify. Before making the change, review how that field syncs so the next sync preserves the intended result.

​
Prepare the update

Decide which system should supply the field’s value. In Unify’s field mappings, review both directions for that field. A read behavior of Overwrite brings the Salesforce value into Unify; Fill if empty preserves an existing Unify value. An outgoing Overwrite always mapping can replace a Salesforce value during a later write. If you’re correcting records created by a particular play, use the attribution fields your team has mapped to Salesforce to identify them. Confirm the report’s record count and a few sample records before preparing the update.

​
Update records in Salesforce

Salesforce’s Data Import Wizard supports updating existing accounts, contacts, and leads by their Salesforce record IDs. Prepare a report containing those IDs and the fields you intend to change, export it, and preserve an unchanged copy. Make the edits in a separate CSV file. Follow Salesforce’s guide to updating records by ID for the object-specific import steps. Choose the workflow for updating existing records and match using Salesforce IDs. Review the ID and field mappings before starting the import, then review Salesforce’s results for failed rows.

​
Verify the result in Unify

With bidirectional syncs enabled, the incoming sync picks up Salesforce changes according to your read mappings. Large updates can take longer to process. Check a sample record after the changes arrive, then confirm that a subsequent outgoing sync preserves the expected Salesforce value. See Syncing changes from Salesforce for sync timing and troubleshooting missing values.