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Bulk EDIT of account data — Cloud Customer Connect
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Bulk EDIT of account data

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edited Jun 8, 2022 10:25AM in Agent Desktop 6 comments

Content

Hey all,

Basically I need to assign existing accounts a manager and really don't want to do this manually one at a time. The data import wizard does not include Accounts, there is not such thing as an Account workspace to utilize the multi edit functionality, and the 3rd party app CXDev Toolbox allows for bulk create, NOT bulk edit of accounts. Outside of writing an script to do this via the API, is anyone aware of a solution to edit multiple accounts at once?

Jesse

Version

Service Cloud Nov 2015

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