# Source: https://docs.unifygtm.com/reference/integrations/salesforce/bulk-update-records.md

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.unifygtm.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Bulk Update Records

> Use Salesforce reports to quickly update a large number of records in Salesforce.

## Explanation

If you need to update a large number of records in Salesforce, you can use Salesforce reports to simplify the process. A common use case is updating the value of a field across all records created by a Play. However, these steps are generally applicable to any set of Salesforce records.

## Steps

### Export the Records

1. Navigate to the **Reports** page.

<Tip>
  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.

  <Frame>  <img src="https://mintcdn.com/unify-19/hCdysogYM6qFbUs-/images/export-the-records-step-1.png?fit=max&auto=format&n=hCdysogYM6qFbUs-&q=85&s=afef402ff19f40bf04f6837b7df2c779" alt="export-the-records-step-1" data-og-width="668" width="668" data-og-height="482" height="482" data-path="images/export-the-records-step-1.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/unify-19/hCdysogYM6qFbUs-/images/export-the-records-step-1.png?w=280&fit=max&auto=format&n=hCdysogYM6qFbUs-&q=85&s=f2e0c8cd44d0216df28734f565b6ca73 280w, https://mintcdn.com/unify-19/hCdysogYM6qFbUs-/images/export-the-records-step-1.png?w=560&fit=max&auto=format&n=hCdysogYM6qFbUs-&q=85&s=807071f0ed3fa433bd0b688318de3565 560w, https://mintcdn.com/unify-19/hCdysogYM6qFbUs-/images/export-the-records-step-1.png?w=840&fit=max&auto=format&n=hCdysogYM6qFbUs-&q=85&s=d897fc95fbc863a9bce025cd84a55792 840w, https://mintcdn.com/unify-19/hCdysogYM6qFbUs-/images/export-the-records-step-1.png?w=1100&fit=max&auto=format&n=hCdysogYM6qFbUs-&q=85&s=15ac6dfa5bc377f383e5c7ec19f196fd 1100w, https://mintcdn.com/unify-19/hCdysogYM6qFbUs-/images/export-the-records-step-1.png?w=1650&fit=max&auto=format&n=hCdysogYM6qFbUs-&q=85&s=9b660f88fa8c7fc15b7a0d3a53365617 1650w, https://mintcdn.com/unify-19/hCdysogYM6qFbUs-/images/export-the-records-step-1.png?w=2500&fit=max&auto=format&n=hCdysogYM6qFbUs-&q=85&s=1fdcf1823721a752d0825dd883fb98fb 2500w" /></Frame>
</Tip>

2. In the top-right corner of the screen, select **New Report**
3. Choose a report type based on which type of records you need to update, and then click **Start Report** on the right

<Frame><img src="https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-3.png?fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=9f9db7eec6f1d5845e8b2efecd7484a2" alt="export-the-records-step-3" data-og-width="2622" width="2622" data-og-height="1258" height="1258" data-path="images/export-the-records-step-3.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-3.png?w=280&fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=a0244fdcfb46ccb126c3db20b85b693f 280w, https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-3.png?w=560&fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=be79b54c40f26a86c0525825d355e20e 560w, https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-3.png?w=840&fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=ed932fa117ce613c8604eaa52e86217c 840w, https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-3.png?w=1100&fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=1e5f4e85ab353195921786cb9f7381f5 1100w, https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-3.png?w=1650&fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=b334e0c3f21c18cff2d91b2baca851d1 1650w, https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-3.png?w=2500&fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=8e74d1e2f183eda6912bb1491a8b2f03 2500w" /></Frame>

4. 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.)

<Frame><img src="https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-4.png?fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=707665a70b65177b856771e1e5a9ebdd" alt="export-the-records-step-4" data-og-width="594" width="594" data-og-height="716" height="716" data-path="images/export-the-records-step-4.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-4.png?w=280&fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=f394f459d4c62b5187fde3fad2d61b2b 280w, https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-4.png?w=560&fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=b24b78c57d27ea529239dcc5013533eb 560w, https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-4.png?w=840&fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=87581e0cdba1bb02d648eaf1e8cf7270 840w, https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-4.png?w=1100&fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=c91c78cb3d4c4cf86bb45ef823d545a9 1100w, https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-4.png?w=1650&fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=fc3d7ed62af84deb14fb79c0bf92741b 1650w, https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-4.png?w=2500&fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=e231a784fe38a2de93c6d2d84b209e5e 2500w" /></Frame>

5. Also add any additional columns that you wish to edit on the records
6. Add any filters or sorting options needed to narrow down the records you want to update

<Frame><img src="https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-6.png?fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=b47175c0f6adf7f944d2063838e820fa" alt="export-the-records-step-6" data-og-width="2964" width="2964" data-og-height="1394" height="1394" data-path="images/export-the-records-step-6.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-6.png?w=280&fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=43e34eab03585487f7c50ab21e371bea 280w, https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-6.png?w=560&fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=4aec818dc4c2e73f5a972e5976023657 560w, https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-6.png?w=840&fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=fbc778a74599e900fad8098958a62a5b 840w, https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-6.png?w=1100&fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=12859826be5cded83bffe3e6601af53e 1100w, https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-6.png?w=1650&fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=4a0e7d08e48b5f0189bbe0220ddca42c 1650w, https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-6.png?w=2500&fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=aa950de625fb110dc0b1ab6089561864 2500w" /></Frame>

7. When ready, click **Save** in the top-right corner, enter a name, and then click **Save** again

<Frame><img src="https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-7.png?fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=4a2b828199bff9fad92ab18436226f98" alt="export-the-records-step-7" data-og-width="2108" width="2108" data-og-height="1086" height="1086" data-path="images/export-the-records-step-7.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-7.png?w=280&fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=a79c0955277aedf78c2899be7a0c74d3 280w, https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-7.png?w=560&fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=e544efca2458dd2420597e4b53b89f5c 560w, https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-7.png?w=840&fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=243917aabc7a88d97f96c390ba1acd4e 840w, https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-7.png?w=1100&fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=ee5d13e4571adc680e8091febc9a7655 1100w, https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-7.png?w=1650&fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=f3712d613e852f111e16c103e621c28f 1650w, https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-7.png?w=2500&fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=f7c14f37b058337b72e7a06ae8d43e77 2500w" /></Frame>

8. Click **Run** in the top-right corner and verify these are the records you want to update
9. Click the dropdown arrow next to **Edit** in the top-right corner and select **Export**
10. Choose **Details Only** and **Comma Delimited .csv** as the format and then click **Export**

<Frame><img src="https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-10.png?fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=18860ea151699b3c55d3a024596d9222" alt="export-the-records-step-10" data-og-width="1322" width="1322" data-og-height="1010" height="1010" data-path="images/export-the-records-step-10.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-10.png?w=280&fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=da0bb52f2da3c4808a0eb0a7baea65c9 280w, https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-10.png?w=560&fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=2f590ef7babb8591c6f5947792f6ce16 560w, https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-10.png?w=840&fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=b28e893ac6baa11911a288d1a665a1ca 840w, https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-10.png?w=1100&fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=0d183ae6747d8d428fa05308632a7f5d 1100w, https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-10.png?w=1650&fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=052bd74eb5b7b1f58e923ab9bf10fd4e 1650w, https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/export-the-records-step-10.png?w=2500&fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=d7f8cbbb915851fbbf92ac1b015321b1 2500w" /></Frame>

### 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

2. In the sidebar on the left, search for "data import wizard" and select the **Data Import Wizard** integration

3. Follow the on-screen instructions to update existing records and be sure to choose the option to match records by `Salesforce.com ID`

<Frame><img src="https://mintcdn.com/unify-19/QTxNj2fcd-br9FnE/images/upload-the-changed-records-step-3.png?fit=max&auto=format&n=QTxNj2fcd-br9FnE&q=85&s=748aa079e1209ae40917e693b3ac6fd0" alt="upload-the-changed-records-step-3" data-og-width="2960" width="2960" data-og-height="1464" height="1464" data-path="images/upload-the-changed-records-step-3.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/unify-19/QTxNj2fcd-br9FnE/images/upload-the-changed-records-step-3.png?w=280&fit=max&auto=format&n=QTxNj2fcd-br9FnE&q=85&s=6a18032e5cabdd1f9e9c262888d4195a 280w, https://mintcdn.com/unify-19/QTxNj2fcd-br9FnE/images/upload-the-changed-records-step-3.png?w=560&fit=max&auto=format&n=QTxNj2fcd-br9FnE&q=85&s=189a7133a31db2cf51a47e0ae90e56e1 560w, https://mintcdn.com/unify-19/QTxNj2fcd-br9FnE/images/upload-the-changed-records-step-3.png?w=840&fit=max&auto=format&n=QTxNj2fcd-br9FnE&q=85&s=a843727cc49f06e5c7387656c9dbcaec 840w, https://mintcdn.com/unify-19/QTxNj2fcd-br9FnE/images/upload-the-changed-records-step-3.png?w=1100&fit=max&auto=format&n=QTxNj2fcd-br9FnE&q=85&s=98031d55197cb388e7f3841627a7e849 1100w, https://mintcdn.com/unify-19/QTxNj2fcd-br9FnE/images/upload-the-changed-records-step-3.png?w=1650&fit=max&auto=format&n=QTxNj2fcd-br9FnE&q=85&s=bac9e81f6145abfbb58e16bfe3be9f28 1650w, https://mintcdn.com/unify-19/QTxNj2fcd-br9FnE/images/upload-the-changed-records-step-3.png?w=2500&fit=max&auto=format&n=QTxNj2fcd-br9FnE&q=85&s=80464bf4573415373ad4ce25a6f023ea 2500w" /></Frame>

4. Ensure the mapping looks correct and that the ID column is mapped to `Salesforce.com ID`

<Frame><img src="https://mintcdn.com/unify-19/QTxNj2fcd-br9FnE/images/upload-the-changed-records-step-4.png?fit=max&auto=format&n=QTxNj2fcd-br9FnE&q=85&s=804c196b99314f990ca59dc55c3093e9" alt="upload-the-changed-records-step-4" data-og-width="2962" width="2962" data-og-height="1468" height="1468" data-path="images/upload-the-changed-records-step-4.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/unify-19/QTxNj2fcd-br9FnE/images/upload-the-changed-records-step-4.png?w=280&fit=max&auto=format&n=QTxNj2fcd-br9FnE&q=85&s=6ba26340e6c3a7a61663e7ed0e9036d1 280w, https://mintcdn.com/unify-19/QTxNj2fcd-br9FnE/images/upload-the-changed-records-step-4.png?w=560&fit=max&auto=format&n=QTxNj2fcd-br9FnE&q=85&s=727e3682837a1f6f0ff6504ce3e9e7d3 560w, https://mintcdn.com/unify-19/QTxNj2fcd-br9FnE/images/upload-the-changed-records-step-4.png?w=840&fit=max&auto=format&n=QTxNj2fcd-br9FnE&q=85&s=3f200589b67495ffb1ad055929359bd4 840w, https://mintcdn.com/unify-19/QTxNj2fcd-br9FnE/images/upload-the-changed-records-step-4.png?w=1100&fit=max&auto=format&n=QTxNj2fcd-br9FnE&q=85&s=afae305c76f91909ee70365fb31ab153 1100w, https://mintcdn.com/unify-19/QTxNj2fcd-br9FnE/images/upload-the-changed-records-step-4.png?w=1650&fit=max&auto=format&n=QTxNj2fcd-br9FnE&q=85&s=55af268f3ef02e0453ea23460234baf5 1650w, https://mintcdn.com/unify-19/QTxNj2fcd-br9FnE/images/upload-the-changed-records-step-4.png?w=2500&fit=max&auto=format&n=QTxNj2fcd-br9FnE&q=85&s=543dadd6fe6f9a97222435c2d90464ae 2500w" /></Frame>

5. Verify the details on the last page and then click **Start Import**

<Frame><img src="https://mintcdn.com/unify-19/QTxNj2fcd-br9FnE/images/upload-the-changed-records-step-5.png?fit=max&auto=format&n=QTxNj2fcd-br9FnE&q=85&s=664b6da549b8ca2996c3e210cff98d10" alt="upload-the-changed-records-step-5" data-og-width="2960" width="2960" data-og-height="1460" height="1460" data-path="images/upload-the-changed-records-step-5.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/unify-19/QTxNj2fcd-br9FnE/images/upload-the-changed-records-step-5.png?w=280&fit=max&auto=format&n=QTxNj2fcd-br9FnE&q=85&s=3752a97278de399e328d204d02af70d9 280w, https://mintcdn.com/unify-19/QTxNj2fcd-br9FnE/images/upload-the-changed-records-step-5.png?w=560&fit=max&auto=format&n=QTxNj2fcd-br9FnE&q=85&s=62e7a6aa78f69d79b3b30f9e9cd33f05 560w, https://mintcdn.com/unify-19/QTxNj2fcd-br9FnE/images/upload-the-changed-records-step-5.png?w=840&fit=max&auto=format&n=QTxNj2fcd-br9FnE&q=85&s=77eadb9166a822a08faf31ac8af1513e 840w, https://mintcdn.com/unify-19/QTxNj2fcd-br9FnE/images/upload-the-changed-records-step-5.png?w=1100&fit=max&auto=format&n=QTxNj2fcd-br9FnE&q=85&s=62c584fcfd36b05f877f448b43aa8ff5 1100w, https://mintcdn.com/unify-19/QTxNj2fcd-br9FnE/images/upload-the-changed-records-step-5.png?w=1650&fit=max&auto=format&n=QTxNj2fcd-br9FnE&q=85&s=73f639bc4e61d278b0d79761967bf2a9 1650w, https://mintcdn.com/unify-19/QTxNj2fcd-br9FnE/images/upload-the-changed-records-step-5.png?w=2500&fit=max&auto=format&n=QTxNj2fcd-br9FnE&q=85&s=d8502ce81b7797b903c20014df6f93db 2500w" /></Frame>

6. Once this bulk import is complete you’re all finished!