Skip to main content TDX, the developer conference for the AI agent era is happening now. Watch live on Salesforce+ for exclusive digital content, a revolutionary keynote, and more.

Is it possible to do a bulk update of a related field of an ID? E.g., if Organization (Id) is a field on the record, is it possible to update a field on the record to the Organization Name? I only see the Organization field in the "Fields" dropdown. I looked in the documentation, but there are no similar examples in the Bulk Update section.

2 answers
  1. Feb 26, 11:56 AM

    That’s funny-I needed the same type of thing last week! They don’t have it but I did make a feature request.

    Can you do it in Apsona via Export (the record id, the parent Org Id, the parent Org Name) and then import/update the field with Apsona’s Import/Update tool instead?

    Agree it would be nice to have in the Update Field option.

  2. Feb 26, 2:18 AM

    It seems likely that you can achieve this by using Data Loader, where you export records, retrieve related organization names, prepare a CSV file, and then update the desired field.

0/9000