Update Existing Accounts in Salesforce

Опубликовано: 17 Март 2026
на канале: CSV Loader
593
3

In this video, you'll see how to update multiple Salesforce accounts at once using data from a CSV file using CSV Loader.

There is a free trial available at https://www.csv-loader.com.

As an example, we will look at updating custom field data on all accounts in Salesforce. To be able to find the exact account in Salesforce to update, your CSV should only contain account names. Following that, we will set up the update and map the fields. Finally, you can review the list of accounts and specific fields that have been updated, along with direct links to open them in Salesforce for verification.

Subscribe to our YouTube channel!    / @csvloader  

#csvloader #Salesforce #importaccounts