Select Records and Field(s) to Change
1. Select Records to Change
Create conditions to specify which records should be updated. MassImpact can be used to update all records in a particular table but typically only a subset of records should be updated based on type of update required. Volume is also a consideration when determining if sub-setting is required. Although there is no hard and fast limit as to how many records can be updated in a single pass, it is recommended to not update more than a few hundred thousand records at once.
The amount of records that can be updated will vary based on the complexity of the update (e.g. formula based changes), the number of fields selected to show in the results grid, and the number of fields being updated.
In MassImpact there is NO OPTION to "Use All". If all records in the selected object are to be affected use a condition similar to "contact id != (blank)".
More information on creating conditions can be found HERE.
2. Field Values on Found Records to Change
Select the fields to be updated and the new values to assign to those fields.
1. Select the field to update
- The Field To Update pull down includes all modifiable fields, standard and custom, for the object selected for modification
2. Select a tab to define the new field value
3. Depending on the tab selected in #2, specify the value, select the field, build the formula, select the sub-object to count, or the sub-object and field to sum
4. Click Add to Set Conditions to add the change condition when it is complete
- Button text will change to Update Set Conditions if modifying an existing field to update entry
New Field Value Options
Value tab: Enter the value that will be placed on all selected records. The module will show an appropriate dialog box depending upon the type of field being changed. Text area boxes will show a text entry dialog, dates will show a calendar entry and multi-selects will show a list of allowed values, etc.
Example of picklist update
Field tab: Select a field in either the object being modified or a related object to set as the value for the field selected in the Field To Update drop down. Can be used to update data from one field to another field either on that SAME table, or update data from a related object.
Quick ways to find a desired field:
1. Right click in the list of fields to bring up a Filter field option
2. Type the first letter of a field name to scroll to the first field with that character
Formula tab: Develop complex and powerful formulas to change the data in the selected field. Many pre-built formulas designed to address common data standardization needs are supplied with this module. Users can also create their own custom formulas either from scratch or by using a combination of our pre-built formulas.
1. Type in a custom formula or click Insert Function to select from one of the pre-built formulas
- If creating a custom formula click Add to Set Conditions when done entering the formula
2. Select the desired pre-built formula and click Use Function
3. Replace the parameter in parentheses "String Value" (or similar, e.g. "Input String", "Country Value", "State Value", "Input Address", "Input Number") with the appropriate field name from Salesforce
- Highlight the word "String Value" or backspace over it (leaving the parenthesis) and click "Insert Field"
4. Select the field from the drop list and then click Use Field
The complete formula in this example: ZipCodeClean( {billingpostalcode} )
For more detailed information regarding formulas including a full list of pre-built formulas, click HERE.
Object Count tab: Populates the field to be modified with the count of sub-objects of a particular type based on EITHER a lookup or master detail relationship
- Includes the ability to Limit by where condition
Field Sum tab: Populates the field to be modified with the sum of a number field across all records of a particular sub-object
- Includes the ability to Limit by where condition
- E.G. Sum the "Amounts" across all "Closed Won" Opportunities on an Account
- E.G. Sum the "Amounts" across all Opportunities closed "This Month" on an Account
Click in the bottom right hand corner to move to Step 3.
Always review results BEFORE processing, and uncheck any records that should not be updated. If records are accidentally updated and the original data needs to be restored, use the restore file that is automatically created.
For more information on MassImpact Step 1, click HERE
For more information on MassImpact Step 3, click HERE
