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Abhishek Khosla data loader : How to bulk update owner of Account , Contact, Opportunity etc..
hello everyone i am trying to transfer the records to a new user. I need to transfer all the leads, Accounts, Contacts, Opportunity, Activity etc.. . Can you please share your expert advice step by step process . I am going to use data loader.
My plan is to update the lead first. Then All accounts owned by user A. Then account with contacts whose owner is User A. Then Account with Opportunities whose owner is User A. Then run report of all other opportunities whose owner is User A. Please let me know if this is the right approach or there is a faster way to do the same. I am allowed to use only data loader and want to test my skill hence need an ideal solution
My plan is to update the lead first. Then All accounts owned by user A. Then account with contacts whose owner is User A. Then Account with Opportunities whose owner is User A. Then run report of all other opportunities whose owner is User A. Please let me know if this is the right approach or there is a faster way to do the same. I am allowed to use only data loader and want to test my skill hence need an ideal solution
Why do you must use data loader only? Does it have to be Salesforce data loader?
Why don't you try out 3rd party solution like Trujay? It offers automated data migration from CRM to Salesforce or CSV/Excel to Salesforce. You can try it out at no cost using Sample import (https://app.data2crm.com/wizard/).
Other, you may estimate the number of records has to be imported into Salesforce and count migration price (https://app.data2crm.com/estimator/add). That is a free option too.