Use the Excel Connector
to "mass" update salesforce.com data. In this example, you will see how to
associate missing campaigns with opportunities.
The first thing to do is
identify the "Campaign ID". This can be found by navigating in salesforce.com to
the campaign in question. You will notice in the URL of the campaign the ID
string at the end of the URL. This is the "ID" used to uniquely identify the
Campaign. (Highlight and COPY this ID)
Next, download and
install the Excel Connector
here.
Once you log in with
your user/pass use the drop down and select, "Salesforce Table Query Wizard",
which is the first option.
Next, select which cell
you would like to run the query in. Typically, just click "next", unless the
cell you selected is NOT A1.
Next, Select which
salesforce.com Object you will be running the query against
Next, select the filter
(criteria) you want to run to get your results. (In this example, we are
selecting "Where 'CAMPAIGN_ID" = 'null'). Then click "Add to Query"
Then click RUN QUERY
This will return all
Opportunities withOUT a campaign associated
Next, paste the Campaign
ID you previously copied from the URL into the empty cells > click on the Sforce
Connector Excel Button and select "Update Selected Rows"
This will update the
Salesforce Record(s) for you.
When you toggle back
into salesforce.com and click on a known opportunity, previously missing a
Campaign association, you will now notice the new Campaign field filled in.
