We have a lot of data that was added to Salesforce that has not been updated in 2 years. I have been tasked with organizing and validating the information in Salesforce. I need to mass update opportunities with realistic close dates. Tons of data. Is there an easy way to Mass Update Opportunity Close Dates?
2 Answers
Yes, The steps are simple and you have a few tools to choose from.
- Export opportunities
- Manually specify your Close Date(s) for each opportunity.
- Re-import opportunities with updated Closed Date(s)
Exporting
You can use the Salesforce Data Loader to export your opportunities into a spreadsheet, or create a Salesforce report of opportunities which you can also export as a spreadsheet.
In either case, make sure your resulting spreadsheet includes the Opportunity ID column. You'll need it when you re-import back your updates.
Importing
Once again, you can use the Salesforce Data Loader with this, or you can use Salesforce's native Data Import Wizard in Setup | Import | Data Import Wizard.
In either case, just follow through the wizard to import your updated opportunities.
If I am understanding it correctly what I would do is do a report in opportunity with the Opportunity ID, Opportunity names, and close dates. Once you have that data I would use DataLoader to update the necessary records.
How much data do you have? You can also use DataLoader to export the records you need.