Salesforce Bulk Operations Overview

Insycle supports the following Salesforce record types:

• Contacts
• Accounts
• Leads
• Opportunities

You can request enabling custom or other standard record types for your account by reaching out to our support team. 

All enabled record types will appear in the dropdown at the top of the module.

Navigate to Data Management > Bulk Operations.

Select the database and record type in the top menu. Then explore the templates for an existing solution that may be close to what you need. 

Each row in Step 1 is for a field you want to look at to determine whether to include or exclude a record from this task. With this filter, you're telling Insycle what records you would like to update.

In the below example, records that have an Industry value of "Information Technology and Software" will be included in this bulk operation.

When you click Search, Insycle will list matching records in the Record Viewer at the bottom of the page. If you make changes to the filter, you need to click the Search button again to refresh the viewer.

Now you'll tell Insycle what changes to apply to all or select records. You can bulk update fields or bulk delete for any record type. Additionally, you can enroll contacts or leads in campaigns, and also convert leads to contacts.

Make the Same Bulk Change to the Records

Under Step 2, make sure you are working in the Update tab. When this action is applied, any previously existing data in the field will be removed.

1. Select the relevant field you want to update from the Field Name dropdown. 
2. For the New Value, type the value you would like to update your selected field with. 
3. The Field Meta value provides information about the field type and is automatically populated by Insycle. This information will vary depending on the field type.

To add another field and make additional updates, click the + Field button. You could create a backup of the original value by writing it in a custom field.

Bulk Delete Records

Under Step 2, click the Delete tab. There are no further configurations or settings for Delete. When run on your database, this will delete all records that appear in the Record Viewer.

Convert Leads to Contacts

When you are working with the Leads record type, the Convert tab appears under Step 2. This option is only available for converting Salesforce leads to contacts.

Before you can perform a bulk conversion, the leads must be linked to the correct accounts. If the link is not in place, the conversion won't happen. See the Bulk Convert Leads to Contacts in Salesforce article for details.

Under Step 2, click the Convert tab.

Here, you can control the owner of the converted lead. A lead may already have an owner, but in some organizations, it may be more appropriate to assign the contact to the same owner as the account. 

Select the Rule that tells Insycle where to take the Contact Owner value from.

Add Contacts and Leads to Campaigns

When updating contacts or leads, you can add the records to an existing Salesforce campaign.

Under Step 2, click the Enroll tab.

Type to search Campaigns and make a selection, then select the Campaign Member Status.

Use the Show link to open the campaign in Salesforce for a preview (this link will only appear if you are logged into Salesforce).

Preview Changes in the CSV Report

Now with the filters and update actions in place, you can preview the changes you are making to your data. It's important to verify that your fields are being updated as expected before those changes are pushed to your live database.

Under Step 3, click the Review button, then select Preview in the popup.

On the Notify tab, add any additional recipients who should receive the CSV (and make sure to hit Enter after each address). You can also provide additional context in the message subject or body.

On the When tab, click Run Now and select which records to apply the change to (in most cases this will be All, but if you have a large number of records, you may just want to do a chunk for a test), then click the Run Now button.

Open the CSV file from your email in a spreadsheet application and review the columns. For each field you’ve set up to change, a column will appear for both (Before) and (After). This will let you know what you started with and what change will be made to Salesforce. 

If the results don't look the way you expected, go back to your filters and actions and try making some adjustments, then preview again.

Apply Changes to Salesforce

If everything in your CSV preview looks correct, return to Insycle and move forward with applying the changes to the live Salesforce data.

Under Step 3, click the Review button, this time select Update mode.

On the When tab, click Run Now and select which records to apply the change to, then click the Run Now button.

After you've seen the results in Salesforce and you are satisfied with how the operation runs, you can save your configuration as a template and set up automation so this clean-up operation runs on a set schedule. If you have several templates you'd like to automatically run together, you can create a Recipe, and may want to explore integrating with Salesforce Flows.

Return to the Template menu at the top of the page and click the + to give the new template an informative name, then click the Save button.

Under Step 3, click the Review button and select Update mode again.

On the When tab, select Automate, and configure the frequency you'd like the template to run. When finished, click Schedule.

With the Activity Tracker, you have a complete audit trail and history of changes made through Insycle, including processes run in Preview mode or data syncs. At any time you can download a CSV report that lets you see all of the changes that were made in a given run of the operation.

Navigate to Operations > Activity Tracker, search by module, app, or template name, then click the Run ID for the operation.

Multi-select fields are often used for tracking things like interest in products, events attended, and other data that require consistent updating.

The issue is that appending new data to existing multi-select checkbox or picklist fields in Salesforce requires that you re-import your historical data along with the new multi-select data. Adding new selections to existing selections, without including those previous selections in the CSV, causes that data to be overwritten and lost in Salesforce.

Updating multi-select checkbox fields using the Bulk Operations module is simple. First, you use rules to filter data down to those records that you would like to update. Then you can append or subtract values to the picklist in just a few clicks.

Learn more about bulk editing multi-select field values.

Insycle makes it easy to convert leads to contacts in Salesforce, in bulk.

First, you filter your leads using rules, down to the leads that you would like to convert. For instance, maybe you choose to convert all leads that were created after a certain date. Then you simply tell Insycle to convert your selected leads to contacts.

To learn more, see Bulk Convert Leads to Contacts in Salesforce.

You can update any field in Salesforce that is writable using the Bulk Operations module. To see a full list of writable fields for each record type, use the Cleanse Data module.

Yes. While it is common to filter by and update the same field, you can filter by one field, then update another.

In this example, when the Mailing Country is "UK" or "united kingdom," the Contact Owner field will be updated to the regional representative.

Yes, the pre-existing data in the record will be overwritten by the bulk update. If you need this data for reference or restoration, it will be available in the CSV in the Activity Tracker.

Yes, you can use Insycle to bulk delete your Salesforce data. Learn more about bulk deleting records.