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Plan a Salesforce bulk update safely

Before pushing thousands of records through Data Loader on a live org.

LongSalesforcedataimport
Plan the bulk update described below for a live Salesforce org.

Cover: the exact records in scope and the query that selects them, the fields being changed, which automation will fire as a result (flows, validation rules, triggers, assignment rules) and whether it should be suppressed, and the batch size.

Then: the before-export to keep as a rollback, how to verify success beyond the success count, what a partial failure leaves behind, and the exact rollback steps.

Name the single worst thing that could happen and what prevents it.

Update:

Making it yours

  • Paste your own material where the prompt asks for it. Everything above that line is instruction, not content.
  • Delete any rule that does not apply to you. A shorter prompt that fits beats a thorough one that does not.
  • If the answer comes back vague, add a line saying what you do not want. Constraints work better than encouragement.

Data hygiene. Duplicates, inconsistent fields, messy imports, and records that technically exist but say nothing.

Related prompts

Find the duplicate accounts in this exportThe same company in the CRM three times, spelled three ways, with activity split across all of them.Map these columns to CRM fields before importingA spreadsheet from a trade show or an old system that has to land in the CRM without wrecking it.Which of these records are actually worth keepingThousands of contacts where most have a name, an email, and nothing else.Clean up this picklistAn industry or lead-source field with 60 values, half of them typos of the other half.Write the data quality rules for this objectDeciding what "complete" means for a record, before arguing about it in a meeting.Normalise these company namesA list to import where the same company appears as four different strings.

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