Mass change Account status
We replicated our accounts from CRM to C4C, but unfortunately, they all got created with the status In Preparation (lesson learned). We now want to change them all to Active, but the mass change capability does not support changing the status for the account object.
I tried setting up a workflow rule to Activate the account on every save, then performed a mass change on batches of accounts to update an unimportant field (Language). My thinking was that when the mass change updated every record, the workflow rule would be triggered and the record would be activated that way. Unfortunately, I think there might be a bug because while the mass update worked, the workflow rule only got triggered for one record in each of my batches.
Does anyone know of a way (other than SDK) that I can accomplish this? I find it hard to believe that SAP doesn't support mass changes of account status and that the only way to do it is to go into each and every record.
Thanks in advance!
Ginger Gatling replied
Another colleague just shared this as well:
She should be able to use the data migration tool for customer, and modify existing records. She’d need the Account ID in C4C and the status value.
Download the customer data migration template, and fill in the necessary fields in the general tab, then use the Data Migration Tool, accessed via the Integrate and Extend tab of Open Activity List in BC.
Go to “Migration of Customers”, and select “Migrate customers using the migration tool”. She would upload the Data from Migration tenant, and under Properties, she would select “Modify already existing records”.