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Create a script for updating records

When you update a record, you need to include the ID for each record. The easiest way to get the ID and then make the updates is to click the Instant Query button on the Run tab.

  1. Click the File tab, and then click New.
  2. Click Update.
  3. Under Select Operation type, click Single Object.

    Note: To upload records for multiple linked objects, such as Account and Contacts, follow the Master Detail instructions.

Log in to Salesforce and choose an object

Log in

Winshuttle for Salesforce offers three ways to log in: Web Login, Autologon, and Credentials. For Web Login, you do not need to provide a security token.

If you need to schedule a task, click the Client Login tab and log in using a stored autologon name, or click Credentials and set up a new autologon name.

Web login

  1. Click the Web Login tab.
  2. Click Read Session Data.
  3. In the Environment list, click Production, Sandbox, or Custom.

    Winshuttle for Salesforce provides the URL for the production or test environment. If you choose Custom, type the URL for the custom environment.

  4. Click Go.
  5. Type your user name and password and then click Log in to Salesforce.
  6. Click Login or Okay.

Log in with credentials

If you do not have auto logon credentials stored in Winshuttle for Salesforce, do the following:

  1. Click Credentials, and type your email address, Salesforce password, and security token.
  2. For the Login URL, choose an environment.
  3. Check the Autologon Name box, and type a name for the auto logon credentials.

Use Auto Logon credentials

To log in with stored credentials, click the credentials you that you want to use, and then click the OK button or the Login button.

Important: Auto logon credentials work for a single user on a single computer. You cannot copy the autologon credentials and use them on a different computer or for different users on the same computer.

If you want to change your password or security token, click Edit, make the changes, and then click the Login button.

Choose an object

  1. Click Standard Objects or Custom Objects, and then click the Salesforce object that you want to create records for.

    list of standard objects

    If you do not see the object that you want in the list, click the All Objects tab, and type the name of the object you want in the Search box.

    Note: For help determining which objects to use, see the diagrams on Salesforce.com.

  2. If the object supports multiple layouts, choose the layout that you want, and then click OK.
  3. To access parent object data for a query, check the Read fields of parent objects box. (This option does not apply to Create operations.)
  4. Click Microsoft Excel - Column Based Mapping or Microsoft Excel - Cell Based Mapping. For more information about cell-based mapping, see Use cell-based mapping.
  5. Click Next.

Note: To include parent object fields use them in an instant query, check the Read fields of parent objects for Instant Query box before you click Next.