How can I batch change a Field based on Opportunity Name? | Adobe Higher Education
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Anonymous
November 16, 2015
Question

How can I batch change a Field based on Opportunity Name?

We are doing some data cleanup while implementing Marketo. We have a opportunity field called Product. We need to batch update that field based on a word that is in the name of the opportunity. For example:

Opportunity Name Contains the word "Pilot"  = Change the product name field to "Pilot"

We have about 5K records that need to be changed. Can someone provide a solution?  I'm noticing that under the FLOW, we are unable to select Opportunity Name under a Change Data Value flow step.

Any help would be greatly appreciated.

Thanks,

Ron

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2 commentaires

Stijn_Heijthuij
Stijn_Heijthuij
Level 6
November 16, 2015

Hi Ron,

You'll notice that there's no way to change the data value of an Opportunity record anywhere in Marketo. That's because the Opportunity information should always be dictated by your CRM system. Take a look to see if you can mass update there.

Grégoire_Miche2
Grégoire_Miche2
Level 10
November 16, 2015

Hi Ron

To second Stijn, You can only do this is SFDC. Use a dataloader or a excel tool such as Enabler4Excel

-Greg

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