MassImpact Step 3

Review and Update Records

Results Grid

The Results Grid will show records that met the criteria in Step 2 to be affected by the change and the new values for any fields to be updated.  REVIEW the data carefully before processing the update.

1.    Existing Values:  Fields selected in Step 1 for the records returned

• The button can be selected to view the Salesforce record in its entirety

2.    New Values: Preview of proposed changes based on Value, Field, Formula or Object Count selections in Screen 2

• Green highlight and Data Changed box checked indicates records with proposed changes
• Yellow highlight and Data Changed box UNchecked indicates records that will not be changing

3.    Grid Control: Various options available for reviewing/processing the changes

• Uncheck/Check All:  Checks or unchecks the Use box for all records
• Fit Grid:  Adjusts column width to fit your screen without a horizontal scroll option
• Show Groups: Enables the ability to drag a column header(s) to the top of the grid to groups the results by that column(s)
  • Groups can be expanded/collapsed by clicking the + or - to the left of the group heading
  • The total number of records in a group is shown in ()
  • Right click on a group header to Check/Uncheck the entire group

Grouping by the "Data Changed" column will group all records with a proposed changed together.

• Export Grid Data: Exports the information in the grid to either a "Formatted XLS file" (looks like the grid) or a "Data File" (file with no formatting or grouping, options include xls, xlsx, mdb (32bit ONLY), accdb, dbf, csv, xml or tab)

Find option available to search for a particular value within the grid.

1.    Right-click on the column header and click Find in this column

2.    Type in the keyword to search for and click Next

• Continue to select Next to show additional occurrences
• A Pop-up with No More occurrences will be displayed when no more matches are found

Updating Records

Records can be updated using the standard SOAP API (batch size of 1-200) or using Bulk API (batch size up to 10,000). Restore Files are created when the update is complete so that changes can be reversed if necessary.

By default, only records where the Use and Data Changed columns are checked will be updated.  The Data Changed column cannot be manually updated, but the Use checkbox can be de-selected for any records that should not be changed.

• Records can be individually unchecked
• Grouped records can be unchecked by right clicking on a group header then selecting Uncheck Group as noted in the previous section
• The Shift and/or Ctrl keys can also be used to mass select or deselect groups of records for processing
  • To highlight an inclusive set of rows (adjacent rows):
    • Click the blue box to the left of a row (highlights the row), hold down the shift key
    • Scroll to the last row in the desired selection and click the blue box to highlight all rows in the grouping
    • Check or Uncheck any one of the Use boxes within the selection and all selected rows will be updated
  • To remove the selection click anywhere in the results grid
    • To highlight non adjacent rows:  Use the instructions noted above except select the control key (not shift) to select a set of individual rows

Update Options

1.  Update Control

• Process Blank:  By default populated data is NOT overwritten with blank values.  Check this option to process a blank value
• Update Unchanged Records:  By default only records where data is changing will be updated.  Check this option to force an "update" on all records where Use is checked in order to fire an update trigger or assignment rule (the last modified date of the record is updated)
• Use Bulk API:  Check this option to process the update using Bulk API 
  • Supports processing large results sets in a fraction of the time vs. traditional SOAP API and uses a lot less API calls due to larger batch sizes

2.  Bulk Update Settings:  Shown only when Bulk API is selected

• Serial Mode (Slower):  Select this option to use serial instead of parallel processing for Bulk API
  • Processing in parallel can cause database contention. When this is severe, the job may fail
  • Using serial mode guarantees that batches are processed one at a time
  • Using this option may significantly increase the processing time
  • The following operations are likely to cause lock contention and necessitate using serial mode:
    • Updating ownership for records with private sharing
    • Updating user roles
    • Updating territory hierarchies
• Batch Size:  Default is 5000, but can be set as high as 10,000 for Bulk API
• Output File Options:  Success/Error files can be written and contain the results of the operation
  • Separate or combined files can be created
  • Uncheck all boxes if no files should be created

3.  Information

• Notes the total number of Records Found (loaded into the grid) and total number of Records to change (Use and Data Changed boxes checked, or all records with Use checked and Update Unchanged Records selected
• When ready to process the update select in the lower right hand corner

Important Processing Note: Once the Update Records button is clicked a message similar to the one below will appear

• Once the YES button is selected in the message above, the process cannot be cancelled
  • The resulting restore file will need to be used if the changes need to be undone

For more information on MassImpact Step 1, click HERE
For more information on MassImpact Step 2, click HERE
For more information on MassImpact Formulas, click HERE