Upserting Data

I’ve been doing a lot of admin stuff this week and enjoying it! The most interesting thing I did was upsert data to a field that I created. To facilitate reporting for my client I created a picklist so that the Inside Sales Rep working on a Lead/Account/Opportunity can be associated with the record. The Field Sales Rep will be the owner of the record but Management still needs to know which records and which rep worked on it. There were over 2,000 records that had to be corrected.

To accomplish this I created a report with the relevant data, exported it, updated it in Excel, and then upserted it modify the records. The key was to use the Salesforce ID so that I could properly amend the correct record. Not a big deal and the solution is all over the web. But the key factor is that now I too can say that I did this.

The intent of the blog is to showcase what I’ve done and this is something that I did. It’s also something I can write about.