▶️ Update your products in bulk

1. Export Your Data

1. In Salesforce Dashboard:

   • Go to the Setup Cog → Setup.

2. Under Administration → Data → select Data Export.

3. Click Export Now.

4. Select the following objects to export:

   • Product2 (Product object)

   • Price Book Entry object.

5. Click Start Export.

6. You’ll receive an email when the export is ready.

7. Download the ZIP file and extract the CSV files.

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2. Prepare the Data for Update

Sort and Merge Data

1. Open Product2 CSV and Price Book Entry CSV in a spreadsheet.

2. In Product2 CSV:

   • Sort the ID field from Z → A.

3. In Price Book Entry CSV:

   • Sort the Product2 ID field (associated Product ID) from Z → A.

4. Copy desired fields from Price Book Entry CSV (e.g. ID, Unit Price) and paste into Product2 CSV.

5. Delete any columns not needed for your update.

6. Remove any rows for products that you do not want to update.

Rename Columns

• Rename the columns to the correct StoreConnect import format:

  • Product:ID → Product ID.

  • Product:Product Name → Product Name.

  • Price Book Entry 1:ID → Price Book Entry ID.

  • Price Book Entry 1:List Price → Price Book Entry List Price.

Make Your Edits

• Make any necessary changes:

  • Product Name

  • Prices

  • Any other desired fields.

• Keep in mind: for large datasets or multi-currency stores, this process may become more complex (refer to official documentation if needed).

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3. Import the Updated Data

1. Export your updated spreadsheet as a CSV file.

2. In Salesforce App Launcher, go to StoreConnect Config App.

3. Go to Product Setup → click Import Products.

4. Click New Import → upload your CSV file.

Map Fields

1. Use Auto Match if columns are named correctly:

   • Product ID → Product Record.

   • Product Name → Product Name.

   • Price Book Entry ID → Price Book Entry.

   • Price Book List Price → List Price.

2. Verify mappings.

3. Click Next.

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4. Complete Import and Verify Results

1. Click Import Data.

2. Wait a few seconds for the import to complete.

3. Click View Results.

4. Download the Success Log (CSV).

5. Open log to verify that all records were updated successfully.

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5. Verify in Salesforce

1. Return to Salesforce → Products List View → refresh the view.

2. Check updated Product Names.

3. Go into individual products → verify that Price Book List Price is updated.

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Notes

• This is a simple example for basic updates.

• For more complex updates (multiple currencies, additional fields), refer to StoreConnect Documentation or additional training videos.

• Always test with a small sample first if doing bulk updates across many products.