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KMK91
Please to a batch change to replace the current INACTIVE Offerings (L4) in each of the opportunities in the attached file with the Offering in the "New Offering (L4) column.
Here Offering(L4) and capabilities are related list.
Please any one suggest me how can we do?
Update New Opportunity offering
Please to a batch change to replace the current INACTIVE Offerings (L4) in each of the opportunities in the attached file with the Offering in the "New Offering (L4) column.
Here Offering(L4) and capabilities are related list.
Please any one suggest me how can we do?
For that, you need the id of opportunity line item and the new offering
because if we updating the lookup field, we have to give the id in the lookup field, not the name
I hope you understand
Thanks
All Answers
You can make this batch change through a mass update of records on the basis of opportrunityID
Thanks:)
Hi,
In this excel do you have any field that has the unique values?
If yes, then export all opportunities from salesforce
Use VLOOKUP to find the OpportunityId on the basis of the unique field.
Thanks
If 700 records doest have the salesforce Opportunity ID, it means these records are not in the salesforce
so insert these 700 records and update rest all records
Thanks
For above one meaning is they didn't provided any id's these are already present in salesforce. Now i have retrived id's these ids are 28144. How can i match these 700 records.
Thanks
KMK
Could you please let us know about opportunity object architecture?
Below is the actual query i have retrived all the records i got the 55525 records.
SELECT OpportunityId,Opportunity.Opportunity_Reference__c,Opportunity.Name,Offering__r.Name(Offering),Product2.Name(Capability) FROM OpportunityLineItem
you have used Offering__r.Name(Offering) in above SOQL query.
So it means you have the lookup of offering on the opportunity line item.
Please confirm
Thanks
Yes correct
Thanks
Kmk
For that, you need the id of opportunity line item and the new offering
because if we updating the lookup field, we have to give the id in the lookup field, not the name
I hope you understand
Thanks