Hello All,

In this small Blog, I would like to show how to do Mass Change Account Data using the standard tool available in Cloud for Customer (C4C) tenant in few simple steps.

Overview:

Post Implementation there might arise a need for Customers to perform Mass Changes to their Account Data. C4C offers a very simple to use tool to perform this task in pretty easy steps.

There are three areas of Account which can be Mass Changed using this tool:

1. General Data of Corporate Accounts.

2. Sales Data.

3. Responsibilities.

The changes apply as soon as the process is completed on the system & the new changed data on Accounts is visible on the tenant as soon as this process is completed without any delay/lag!

Here are the steps to accomplish Mass Change Account data, I’m using a simple example which shows Mass Change of General data of two Accounts, by following these steps,other data in other two areas of an Account can be changed:

Please note that you should have Administrator right to perform this task.

Step1:

Access the Mass Change Account Data tool from C4C Tenant, below screen shot shows the path:

MC1.png

Step2:

Select the Accounts which need Mass Update as shown below under Select Accounts step. You can select Multiple Accounts by using the Advance filter option. In the screen shot below, I’m doing a seacrh for all accounts with the name starting with string: AG_Test (This is for example purpose only):

MC2.png

Step3:

After pulling All the Accounts which needs to be mass updated, click in Add to Worklist button & you can either Select ALL Accounts or the ones you select from the list that comes up from your selection:

MC3.png

Step4:

Step3 will result in adding the Accounts to be updated in the Worklist as shown below:

MC4.png

Step5:

Once the Accounts are displayed in the Worklist, click on NEXT button on the top to move the next step to perform changes under Change Accounts step:

MC5.png

Step6:

In my example,I’m applying Mass change to General Data of Corporate Accounts as shown in the above screen shot & changing the Account name to Dec14_Acc as shown below:

MC6.png

Step7:

After putting the new name under the Account name column as shown above, click on Apply Mass Change button (You can Select All Accounts option or click on Selected account to apply changes to selected accounts). On successful change, a confirmation message is displayed as well:

MC7.png

Step8:

Click on Finish button:

MC8.png

Step9:

Click on Close to complete the process & Exit the tool (You also get the option to perform further Mass Change to Account Data):

MC9.png

Now, go to the Accounts View & see the Account names you just updated, it will reflect the new names of the Account from now.

Likewise, any other Data related to Account can be changed using same steps, by performing changes to the relevant fields as they appear on the tool under Change Account steps based on what area has been selected under the drop down for General/Sales/Responsibility data.

Hope everyone finds this blog useful & this makes the steps clear to use for everyone.

BR

Ankur

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13 Comments

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  1. Marie Jose Veerhuis

    Hi Ankur,

    THank you for your blog. I have a question! How can the set of fields for [General Data of Corporate Accounts] be extended? I want to do an mass update on some other fields.

    Regards,

    MJ

    (0) 
    1. Ankur Godre Post author

      Hello Marie,

      Do you mean that you want the ‘General Data of Corporate Accounts’ to have more fields in it – May be extension fields which you can do mass update on?

      BR

      Ankur

      (0) 
      1. Marie Jose Veerhuis

        Hi Ankur,

        … i don’t remember anymore it i such a long time ago.

        In the meanwhile i did face another challenge with sales area data and mass change. Data need t exist in order to change it. THat makes sense, but this also means that if you want to add sales area data for an addtional sales area (which is new data and not a change of existing data) the mass change does not work. I was advised to use the migration template for new accounts and just fill the account id and the sales area tab, but it did not work.

        Maybe you would have an idea how to takle this scenario of adding sales area data for an addtional sales are on an existing Account.
        ?

        MJ

        (0) 
        1. Ankur Godre Post author

          Marie,

          The Mass change tool is for changing/updating existing data. Adding of new records is not possible with this tool. You have been correctly advised to use DM workbench using template load.

          Could you elaborate as to what exactly did you do to ADD mass Sales area data to existing Account information? I hope you populated the template correcctly & selected the correct migration mode from the DM workbench?

          BR

          Ankur

          (0) 
  2. Ric GA

    Hi Ankur,

    Do you know how can we update división field under Mass Change Account Data option Sales data/wp-content/uploads/2015/11/1_824872.png

    Thanks in advanced

    (0) 
    1. Ankur Godre Post author

      Hi Stefan,

      The tool is currently available for Mass Change of Account data. For Opportunities and others, you can use Template based mass update by selecting the correcction Migration Mode in the Data Migration workbench, else you also have ‘Mass Data Maintenance’ workcenter to perform Mass updates to other objects including accounts and Opportunities.

      BR

      Ankur

      (0) 
  3. Bartosz Maćkowiak

    Hi Ankur,

    How can I enter the correction mode in the Data migration workbench? I am using currently C4C version 1602. I was looking for this mode in the template migration window, however could not find it. Could you explain how to perform data correction using migration templates?

    BG,

    Bart

    (0) 
    1. Ankur Godre Post author

      Hi Bartosz,

      In my earlier reply, it was a typo – I meant there Correct mode and not correction mode. There are various migration modes like ‘Add new Records’, ‘Modify Existing Records’, ‘Enhance Existing Records’, etc.

      I’m sure by now you must have figured it out, have not checked into SCN for some time.
      Nevertheless, you can refer to the below blog where you can find information on template based account changes and setting Migration modes:

      https://blogs.sap.com/2016/01/31/mass-replace-account-owners-in-c4c/

      Hope this helps!

      BR
      Ankur

      (0) 

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