Updating Owner Full Name

Install Data Loader

We will be taking advantage of the Salesforce Data Loader to complete this update. Salesforce provides this tool to Salesforce admins for simple data import/export. If you do not have Data Loader please follow the steps for Installing the Data Loader. A full guide on Data Loader can be found here.

Export Template Data

1. Open Data Loader.
2. Click Export.
3. Log in using either your Salesforce login and password +  token, or by using oath authentication.
4. Click Show all Salesforce objects and select Emailtemplate.
5. Click Browse to choose a location to save the export file and name it: fullnametemplate.csv.
6. When asked what to export, copy the following query and paste it into the lower box:

Select Id, Subject, HtmlValue, Body FROM EmailTemplate where isactive = true

7. Click Finish to export all email templates and return to the Main Menu.
8. Repeat these steps for Rule Action creating file fullnameruleaction.csv and using query:

Select Id, TargetX_Base__HTML_content__c, TargetX_Base__Text_Content__c FROM TargetX_Base__Rule_Action__c

9. Repeat these steps for Configuration creating file fullnameconfiguration.csv and using query:

Select Id, TargetX_Base__HTML_content__c, TargetX_Base__Text_Content__c FROM TargetX_Base__Rule_Action__c

Update Owner Full Name

1. Open the file fullnametemplate.csv using Notepad or Excel.
2. Do a search/replace to find {!Contact.OwnerFullName} and replace it with {!Contact.OwnerFirstName} {!Contact.OwnerLastName}
3. Save the file and keep it in the original csv format.
4. Repeat this for fullnameruleaction.csv and fullnameconfiguration.csv; note that this can be skipped for each empty file.

Import Updated Templates

1. Open Data Loader.
2. Click Update.
3. Log into using either your Salesforce login and password +  token, or by using oath authentication.
4. Click Show all Salesforce objects and select Emailtemplate.
5. Select the file fullnametemplate.csv as the import file.
6. When asked about creating a map, select Create or Edit a Map followed by Auto-Match Fields to Columns.
7. Verify that all fields are mapped and that the names in both columns match.
8. Click Update.
9. Repeat this for fullnameruleaction.csv on the Rule Action object and fullnameconfiguration.csv on the Configuration object, skipping this if the files are empty.