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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Processing 500+ contact record type changes manually is inefficient and error-prone, while Salesforce’s Data Loader can’t identify dual designations during processing. Mass Update tools lack the conditional logic needed to preserve contacts with both alumni and staff roles.
Here’s how to handle large-scale record type migration while automatically protecting contacts with dual designations.
Large-scale record type migration with dual-designation preservation using Coefficient
Coefficient is ideally suited for this large-scale selective migration, addressing specific limitations in Salesforce’s bulk update tools. This approach delivers enterprise-scale processing while maintaining the precision needed to preserve dual designations.
How to make it work
Step 1. Import complete contact dataset with record type information.
Pull all Contact records using Coefficient’s Salesforce connector, ensuring access to Record Type fields, Contact identification data, and any custom fields tracking dual relationships. This comprehensive view is essential for large-scale processing.
Step 2. Implement robust dual designation detection logic.
Create formulas to cross-reference contacts with existing Staff record types: =COUNTIFS(All_Contacts_Email,Email,All_Contacts_RecordType,”Staff”)>0, flag contacts with custom dual-role indicators where Multi_Role_Contact__c=TRUE, and create composite flags: =IF(OR(Has_Staff_Type=TRUE,Custom_Dual_Flag=TRUE),”PRESERVE”,”CONVERT”).
Step 3. Filter the 500+ contact dataset for eligible conversions.
Use Coefficient’s filtering capabilities to identify only Alumni-only contacts eligible for conversion. The filtering handles large datasets efficiently while maintaining conditional logic that protects dual-designation contacts.
Step 4. Execute batch processing with preservation controls.
Use Coefficient’s UPDATE action to convert only eligible records where Preserve_Flag≠”PRESERVE”. The batch processing capabilities handle 500+ records efficiently while maintaining API limits and data integrity.
Step 5. Create comprehensive tracking and validation.
Generate status columns tracking conversion results and preserved dual designations. This provides a complete audit trail for the large-scale migration, showing exactly which contacts were converted versus preserved.
Enterprise-scale migration with precision control
This approach delivers enterprise-scale record type migration while maintaining the precision needed to preserve dual designations that manual or basic bulk tools would compromise. Start your large-scale migration with Coefficient today.
