I have an issue that was created by my last predecessor concerning pledges. Pledges were entered as closed won without being fulfilled and payment schedules were not set up at that time. In addition, payments that came in were not posted against the pledge but put in as donation. Any suggestions on what report I can pull to start to analyze and make this information in Sales Force make sense. Otherwise, it looks like the pledges were never paid.
+1 to Apsona
A very simple approach if you can create a report of the items needing update:
Run the report, be sure to include the ID of the Pledge Record and the items that need updating.
Export to results to a CSV file. (Do not use the excel format option.)
Manipulate the CSV so that it includes the data updates.
Use the Data Loader option to update the records.
I have problems with the Data Loader in that you can't do a subset of the records first and the result files are a bit clunky. But it's free and a Salesforce product.
To download it: Setup/quick find "Data Loader"/follow the bouncing ball
fwiw... Bob
