Copy & Paste Values

It is possible to make data editing work more efficient by using the copy & paste function.

Bulk Update Data in a Column

To apply the copied value correctively to the entire column, proceed as follows:

  1. With the cell you want to copy selected, copy the value with Ctrl (Command in MacOS) + C from the keyboard.

  2. Click the column header of the column you want to update collectively and select all columns.

  3. Paste the value with Ctrl (Command in MacOS) + V from the keyboard.

Bulk Update Data in Specified Range

To apply the copied value collectively to the specified range, follow the procedure below.

  1. With the cell you want to copy selected, copy the value with Ctrl (Command in MacOS) + C from the keyboard.

  2. Hold down the Shift key and click to select the range you wish to update collectively.

  3. Paste the value with Ctrl (Command in MacOS) + V from the keyboard.

Copy & Paste Multiple Cell Values

To copy multiple cell values and apply them elsewhere in the sheet, follow these steps:

  1. Shift-click to select the range you want to copy, and from the keyboard press Ctrl (Command for MacOS) + C to copy.

  2. Select the cell to be the upper left corner of the place you want to apply the copied values and paste it with Ctrl (Command in MacOS) + V.

Copy & Paste from Excel Sheet

To copy values from an Excel sheet and apply it to values in the sheet, follow these steps:

  1. Select the value you want to copy in Excel by holding down the Shift key and copying it with Ctrl (Command in MacOS) + C from the keyboard. At this time, the value to be copied must be the same format as the data displayed on the sheet.

  2. Select the cell to be the upper left corner of the place you want to apply the copied values and paste it with Ctrl (Command in MacOS) + V. When you paste to a newly created record, new records are automatically created for the number of lines of the copied data and appended to the screen.

If there is a column with a reference field on the sheet, it will automatically lookup the Salesforce target object for the record with the matching name with the value of the pasted data as the key and set link to the record.

If there is no record with the pasted data as its name, link to the reference record will not be set and the data will be displayed in gray with an error icon [A] .

If multiple candidates are found for the reference field, a duplicate icon [B] is displayed in the pasted cell.