please advice: I need to tick checkbox on multiple accounts (more than 600).
Precisely I need to tick it on all accounts having Open Task with exact name.
Can I do this somehow easily?
3 个回答
+1 Sindoora.
if you are not familiar with writing the trigger, just follow the below process
Run a Report using the Report Type Activities with Accounts and make sure you filter the report by Open Tasks and where the Subject of the Task is "Open Task Name" and include the Account ID and Checkbox fields as columns in the report
(see the screenshot below)
Export the Report and save the file as csv format file
Open the File, and under the Checkbox field on Account complete all the cells under the column with TRUE
save the file.
Using either Apex Data Loader or dataloader.io, perform a update operation on Account Object mapping Account ID to ID field and checkbox field to checkbox field
