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Overview

A bulk update in Salesforce can correct a field across many accounts, contacts, or leads, including records created through Unify. Before making the change, review how that field syncs so the next sync preserves the intended result.

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Prepare the update

Decide which system should supply the field’s value. In Unify’s field mappings, review both directions for that field. A read behavior of Overwrite brings the Salesforce value into Unify; Fill if empty preserves an existing Unify value. An outgoing Overwrite always mapping can replace a Salesforce value during a later write. If you’re correcting records created by a particular play, use the attribution fields your team has mapped to Salesforce to identify them. Confirm the report’s record count and a few sample records before preparing the update.

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Update records in Salesforce

Salesforce’s Data Import Wizard supports updating existing accounts, contacts, and leads by their Salesforce record IDs. Prepare a report containing those IDs and the fields you intend to change, export it, and preserve an unchanged copy. Make the edits in a separate CSV file. Follow Salesforce’s guide to updating records by ID for the object-specific import steps. Choose the update-existing-records workflow and match using Salesforce IDs. Review the ID and field mappings before starting the import, then review Salesforce’s results for failed rows.

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Verify the result in Unify

With bidirectional syncs enabled, the incoming sync picks up Salesforce changes according to your read mappings. Large updates can take longer to process. Check a sample record after the changes arrive, then confirm that a subsequent outgoing sync preserves the expected Salesforce value. See Syncing changes from Salesforce for timing and missing-value diagnosis.