Mass Change Account Data in Cloud for Customer System
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.
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.
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.
Access the Mass Change Account Data tool from C4C Tenant, below screen shot shows the path:
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):
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:
Step3 will result in adding the Accounts to be updated in the Worklist as shown below:
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:
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:
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:
Click on Finish button:
Click on Close to complete the process & Exit the tool (You also get the option to perform further Mass Change to Account Data):
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.
Great Blog! Thanks for sharing this info.
Thanks Natalia! Hope you find it useful.
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.
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?
... 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.
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?
It is interesting and useful technique for any project/implementation...Thank you for sharing.
Do you know how can we update división field under Mass Change Account Data option Sales data
Thanks in advanced
Thanks, very useful feature, well explained.
Would be nice to have it for Opportunities as well.
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.
I have proposed this recently to a customer, but they preferred direct interaction in dialog. I therefore proposed SDK development to enhance the Opportunity OWL, as outlined here:
C4C: How to provide a Mass Update Feature on the Opportunity OWL
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?
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:
Hope this helps!
I am struggeling while selecting the customers I want to change. I want to select only customers of a specific partner role. In the system there several partner roles, but in the selection area C4C offers me only 1 entry. I am not able to select the other roles:
Any idea why the others are not selectable here?
The screen shot looks like from the Account creation screen - If I understood correctly, you are unable to find other roles you have created for Accounts in the drop down (as shown in your screen shot) - correct?
Could you share the screen shot of the configuration activity (Fine Tune) where you have maintained all the roles for Accounts? Need more information to help you with this.