Sync All Mapped Account Fields with User Fields

After making a large scale change to a field on multiple Account records, sometimes administrators will want to sync Account fields to their mapped User fields. This can be done by running an Apex job in Nimble AMS.

Using this Apex job, fields can be synced from the Account record to the User record but not from the User record to the Account record. In order to run this job, all Account and User Triggers must be disabled.

In order to sync all mapped Account fields with User fields, staff must have the "View All Data" permission.

Because these steps involve disabling Account and User Triggers, it's recommended that you perform them off-hours.

  1. Ensure Account and User Triggers are disabled:
    1. Click Nimble AMS, Staff View, Button, All Tabs.
    2. Click Disabled Triggers.
    3. In the text area, enter "AccountTriggers" and press Enter/Return.
    4. In the text area, enter "UserTriggers".

      Be sure to include any custom Account or User Triggers that my be present in your org.

    5. Click Save

  2. Run the job:

    1. Click Your Name.
    2. Click Developer Console.
    3. In the menu, click Debug and click Open Execute Anonymous Window.
    4. In the window, enter: "Database.executeBatch(new SyncAllRecordJob());"

    5. Click Execute.

  3. Enable Account and User Triggers:
    1. Click Nimble AMS, Staff View, Button, All Tabs.
    2. Click Disabled Triggers.
    3. In the text area, remove "AccountTriggers" and "UserTriggers".

      Be sure to remove any custom Account or User Triggers that my be present in your org.

    4. Click Save

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