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?
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)
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.
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.