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Hey guys,
I'd like to know what's the best way to update data from a look up field.
Scenario: At the account level I have this field called Territory which is a lookup field referring to a Territory entity. I have some fields that are populated with Australia North and Australia South and need to replace them with Australia. What's the best way to do it so I do not loose the data. I haven't created Australia in the entity. Workflow, excel upload other suggestions.
Thank you
Hello,
You can do it from the UI. Here are the steps:
1. Choose one of "Australia North" or "Australia South" to be "Australia". Let's say you chose "Australia North".
2. Rename "Australia North" to "Australia".
3. Build an advanced find that will give you all records with "Australia South".
4. Select all of the records on the page and click the "Edit" button to open the "Bulk Edit" form.
5. Set "Territory" lookup to "Australia" and click the "Save" button.
6. Repeat this operation on the advanced find until you have no records in the view.
7. Delete "Australia South".
To make steps 4-5-6 more efficient switch page per records setting to 250 records per page in personal settings.
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