Update lookup fields for custom objects:

Update lookup fields for custom objects:

Yes, if your custom object has a lookup relationship with another object, you can use the import wizard to update the value of that field. We recommend the following procedure:

1. Run a custom object report and export the results to Excel. Include the Salesforce IDs of both the custom object and the lookup field in the report.
2. Use Excel or a similar application to update field values in the import file as desired.
3. Start the Import My Organization's Custom Objects wizard by going to Your Name | Setup | Data Management | Import Custom Objects.
4. At the Prevent Duplicates step:
   • Choose the Yes radio button.
   • Choose Salesforce ID.
   • Update existing records and do not insert any new records is automatically selected because you are matching by Salesforce ID.
5. At the Specify Relationships step:
   • Choose the record owner field, if any, in your import file.
   • Check the box that corresponds to the lookup field you are including in your import file.
6. At the Define Lookup Matching step, choose Salesforce ID.
7. After finishing the wizard and receiving the email notification that the process has completed, verify in Salesforce that the custom object records have been updated as you intended.

Note that if a custom object has a master-detail relationship with another object, you cannot update the value of the required master record via the import wizard.