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Workfront Dataloader: Bulk Edit and Update/Append Field Data to WF Objects

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Level 2

12/6/19

As a marketing team, our users are regularly adding metadata to projects used for events and campaigns. Requirements for fields in the project metadata evolve, and so if we add a field to a project and have to update information to existing projects it requires manually bulk updating hundreds of fields in projects. This is especially difficult when we have new teams being onboarded to WF with new requirements for fields and they may have data to add that they have been tracking manually or in another system. One se case encountered, is that mid-year a new event category type emerges for our team's events, which requires admins (or users) to go back to manually update all Q1 and Q2 events.

Bulk updating project fields is a huge ask for users so this becomes a burdensome task for admins.

Kickstarts are helpful once a project is created, but there is no admin functionality to bulk update or append data to Workfront projects or other objects. Ideally, Workfront would have functionality similar to Saleforce's Dataloader where you can update and bulk update fields in any object.

At the scale of customers having thousands of projects this flexibility to update data in fields and objects is necessary at an enterprise level.

Salesforce Dataloader Overview: https://www.salesforceben.com/introduction-to-the-salesforce-data-loader/Salesforce Dataloader Documentation: https://help.salesforce.com/articleView?id=when_to_use_the_data_loader.htm&type=5