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Sunny Alam (Lightspeed) asked in #Data Management
Sep 1, 2021, 11:45 AM

Manager Field update for user via Data loader

Hey Team , Is it possible to mass update manager field for salesforce user ? I have a report with user ID field and Manager field. Whenever i try to update i can see User ID and manager ID in the data loader but I can not see manager ID in the report?   How can i get then manager ID in the report?  How can i then update manager field for User ? Thanks  

1 answer
  1. Eric Praud (Activ8 Solar Energies)
    Sep 1, 2021, 11:56 AM

    Hi Md,

     

    You won't be able to get the manager ID by default.

    There's a couple of ways you could do it though:

    1-Export all your users with their managers and their User IDs, either with a report or straight from the data loader. You can then do a VLOOKUP in Excel in order to get the manger's IDs as these are the same.

    You can create a formula field on the User object called Manager ID with this formula:

    CASESAFEID(Manager.Id)

    Also, for the User ID, I would recommend you create a formula field also:

     

    CASESAFEID(Id)

    As the ID in a report is only a 15 digit ID and it's better to use the 18 character ID with a csv file

     

    Now, since you're using the data loader, I woudl simply use the export function (the ID you export is the 18 digit ID), then do a vlookup in the csv fiel to get the right ID for the managers

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