MassChange - Single Table Data Manipulation

Capabilities & Features:

Process changes without importing or exporting of data

Common Uses:

Mass change/update Opportunity close dates
Combine Leads from multiple users and queue's to a single user or queue
Transfer ownership of objects from one user to another
Transfer ownership of Accounts and related Contacts, Opportunities, Activities and Contracts, simultaneously

Step 1. Object Selection

The "Fields to Show" list will populate with the available fields from the selected object

Choose the fields to show in the verification step by checking the box next to the field name (choose up to six (6) fields, must choose at least one (1))

Tip: Choose fields that will help determine if the change should be applied to the records found

Step 2. Conditions Set Up
These are the conditions that must be met in order for the objects (i.e. Accounts, Contacts, etc) to be changed.

Select the condition field, Ex: "Owner FullName"

Choose the operator ("=" means equal to; "!=" means not equal to), Ex: "="

Select the value(s) to change/the records to affect by the change

Click the "Add Condition" button

More than one condition can be used, the conditions can be "and'd" or "or'd" together by selecting the appropriate radio button

Step 3. Set Value

Choose the field to change on the found objects, Ex: "Owner Fullname" and select/enter the value
Click the "Add Value" button; to remove the value(s) click the "Clear Values" button

Step 4. Set Transfer Options
When transferring Account ownership the option to transfer sub-objects is also available.

Select sub-objects to transfer by checking the check box next to the name of the sub-object
Choose to transfer sub-objects owned by the "Current Owner" or "All Owners"

"Current Owner" indicates those items owned by the user designated in step 2
"All Owners" indicates any user who owns the chosen sub-object under the accounts owned by the user designated in step 2.

Step 5. Save the Mapping

To save the current mapping click the "Save" Button
Name the file (Tip: give the file a name that describes the mapping function)
To use this mapping in the future click the "Load" button to recall the settings (this is a great time saver for jobs that will be processed frequently)

Step 6. Find Matches

Click the "Find Matches" button to view the records before processing the change

Step 7. Choose the records to process

To process all records click the "Check All" button
To choose records, click the "Uncheck All" button then, individually check the boxes of the records to process
Total number of records that matched are in Red at the bottom of the page by the "Check All" and "Uncheck All" buttons

Step 8. Process the selected/checked records

Click the "Process" button, this will make the changes to the Salesforce data
To undo the changes access the restore file (a link will be provided to the restore file when the processing completes)

Restore Files

Restore files can be found in multiple locations based on the version installed. Please consult the File Paths tab in the Edit menu under Options.
MassChange restore files will have a name similar to "MC_Object_Date_00000". All MassChange restore files will start with MC