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I need to export my accounts data and import it again but change some fields
Hello everyone,
So I want to set up a formula field for region that auto fills when opportunities are created from the accounts page. The only problem is we currently have a picklist field set up for region that is supposed to be filled out by the Account Manager (but rarely is, hence why i want to do this), but you cant turn a picklist field into a formula field.
I want to create a new formula field that is "Account Region". Is there a way i can export all the current data and then create the new formula field, then import the data and have everything that was originally in "region" now be "account region".
Any advice on how I can accomplish this would be much appreciated.
Thanks,
Frank
https://help.salesforce.com/articleView?id=data_loader.htm&type=0
Well I actually updated every Accounts "region" field manually. I did a field mapping with Accounts to autopopulate from when the Lead is converted. I want the Opportunities that are already created to be filled out. It would take me days to do it manually, and it is important for reporting purposes