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Varma MudduluruVarma Mudduluru 

Not able to change the reordtype via dataloader

Hi,

 

I have 200 records with different recordtypes. Now I want to make them under single recordtype. I got the recordtype ID from Salesforce and pasted in my .csv file. I tried to updated the recordtype. But there is no change in output. Can anyone help on this please.

 

Thanks

gautam_singhgautam_singh

Hi ,


When updating the record type you have to put that Record Type ID (15 characters) instead of the actual name (ie- whatever the physical name of it is like manufacturing or sales, etc).

In the mapping section in the DataLoader pull in the record ID identifier click auto match field to columns and then pull the record type ID into the mapping.

Record Type ID is all you will be able to use with Data Loader. You should be able to export all the Record Types from the Record Type object and then either do a VLOOKUP with Excel, or manually perform the update to your data before you load it as you stated.




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Thank You .
nbknbk

Hello,

 

As per my knowledge we can't update Record Type id's from data loader/api.
nbknbk

followling link explains to update Record type through data loader. Can you please  verify and confirm! it will help everyone.

 

http://help.salesforce.com/apex/HTViewSolution?id=000005123&language=en_US
AroraAnupAroraAnup

Yes, this is true. Record Types CAN be updated using the data loader. In your CSV file, you can include the Record Id and the RecordTypeId and simply do an UPDATE using the data loader.

The link that you shared explains the correct process to update record types in SFDC.