Which is the Best Means to make Mass Updates and Data Imports to Salesforce?

There are several different methods available for mass updating records in Salesforce, depend on the size of Records.

• List views
• Mass transfer tool
• Data Import Wizard
• API tools such as Data Loader

If you are updating more than 50,000 records but less than 5 million records, use Data Loader.
To update more than 5 million records, work with a Salesforce partner or visit the AppExchange for a suitable partner product.

Methods for Mass Updating and Data Importing

Use the ListView when

• A single field with the same value for a small number of records
• Consider an existing or create a Custom ListView in Salesforce Classic to select multiple records and mass edit field values via inline editing from within the list view.

Use Mass transfer tool

• Only for record owners

Use the Data Import Wizard when

• You need to load less than 50,000 records.
• The objects you need to update are supported by the wizard.

Use Data Loader when

• You need to update 50,000 to ~100,000 records.
• You need to update into an object that is not supported by the Data Import Wizard.

So, according to your requirement, you can choose any of these methods for updating the records.

• This reply was modified 5 years, 6 months ago by  Nikita.