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KMK91KMK91 

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.

Need to add new offerings

Here Offering(L4) and capabilities are related list.

Please any one suggest me how can we do?
Best Answer chosen by KMK91
Anurag SaxenaAnurag Saxena
So we have to update the offering on the opportunity line item

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

Anurag SaxenaAnurag Saxena
Hi ,

You can make this batch change through a mass update of records on the basis of opportrunityID 

Thanks:)
Anurag SaxenaAnurag Saxena

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

Anurag SaxenaAnurag Saxena
Hi,

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
KMK91KMK91
Hi Anurag,
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
Anurag SaxenaAnurag Saxena
we have analyzed that there are multiple offering corresponding to one opp so there is any relationship kind in between offering and opportunity
Could you please let us know about opportunity object architecture?
 
KMK91KMK91
Hi Anurag,
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 
Anurag SaxenaAnurag Saxena
Hi,

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
 
KMK91KMK91
Hi Anurag,
Yes correct

Thanks
Kmk
Anurag SaxenaAnurag Saxena
So we have to update the offering on the opportunity line item

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
This was selected as the best answer
KMK91KMK91
Thanks Anurag