Mass Update

Mass Update lets you synchronise a large number of Account records with fresh data from Proff — all in one operation. Instead of syncing accounts one by one, you define a filter, preview the results, and let the system do the work.

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How it works

Mass Update works in three stages:

Stage	What happens
1 — FILTER	You build a filter to select which Accounts to sync — by country, type, owner, or any other Account field. Preview the results before committing.
2 — SYNC	The system makes one Proff API call per Account and updates all mapped fields (name, address, employees, revenue, etc.) plus the Last Synced timestamp.
3 — INSIGHT	After each Account is synced, Company Insight is updated in the background — following your Insight Storage settings (Always Store or Store on Demand).

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The interface

Open the Proff Connect app in Salesforce and go to the Job Center tab. You will find two tabs inside:

• Monitor Jobs — view and track all ongoing and historical jobs
• Create Job — build your filter and start a new job

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Running a Mass Update

STEP 1 — Build your filter

Click Create Job and add one or more conditions to define which Accounts to sync. You can filter on any Account field — such as country, type, owner, industry, or number of employees — and combine conditions with AND, OR, or custom logic.

STEP 2 — Preview the results

Click Preview to see exactly which Accounts will be synced. You must run a preview before you can create the job.

The preview shows the total number of matching Accounts, flags any that are incomplete (missing Organisation Number or Country Code), and gives you a sample of the first 50 results.

STEP 3 — Schedule or start

You can start the job immediately or schedule it for a specific time using the Run at field.

Click Create Mass Update Job to confirm. The system will take you straight to the Monitor Jobs tab.

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Monitoring your job

The Monitor Jobs tab updates automatically every 5 seconds. Active jobs appear at the top — completed and historical jobs appear below.

Click any job to expand it and see the individual batches it was split into. Click a batch to see the full list of synced and failed Accounts, each with a direct link to the Salesforce record.

Status	What it means
QUEUED	Waiting to start — either immediately or at the scheduled time
RUNNING	Accounts are actively being synced
COMPLETED	Finished. At least one Account synced. Always check the failure count — some may still have failed.
FAILED	Every Account in the job failed — nothing was synced. Check batch details for error reasons.
CANCELLED	Manually stopped. Batches already in progress were completed; remaining batches were not started.

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When accounts fail

Individual accounts can fail without affecting the rest of the job. The reason is always recorded in the batch details.

Error	Cause	What to do
MISSING FIELDS	Missing Organisation Number or Country Code	Add the missing data to the Account, then include it in a new job
API ERROR	Proff could not find the company, or the API timed out	Check that the Organisation Number and Country Code are correct, then try again
DML ERROR	Salesforce rejected the save — usually a validation rule or required field	Check validation rules on Account, resolve the issue, then try again
LIMIT REACHED	A system capacity limit was hit mid-batch before this Account could be processed	Run a new job — the Account will be retried and should succeed

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Limits to be aware of

Limit	Value	Notes
API calls used per job	1 per Account	A job of 500 Accounts uses 500 API calls. Check your available Proff API quota before running large jobs.
Max Accounts per job	10,000	Job creation is blocked if your filter matches more. Refine the filter to reduce scope.
Max Accounts per calendar day (org-wide)	10,000	Shared across all admins. If capacity is used up, schedule the next job for the following day.
Max filter conditions	50
Jobs shown in history	50 most recent	Older jobs still exist in Salesforce but are not shown in the monitor.

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Frequently asked questions

How many API calls does a job use?

One per Account. A job that syncs 2,000 Accounts will use exactly 2,000 Proff API calls. Always check your available quota before running a large job — the preview screen shows the exact Account count before you commit.

Should I run multiple jobs at the same time?

We recommend running one job at a time. All jobs share the same daily limit of 10,000 Accounts, and running multiple jobs in parallel provides no advantage — you can only sync each Account once regardless. If you need to sync more than 10,000 Accounts, split them across multiple days using the scheduling feature.

What happens to Accounts that are missing data?

Accounts missing an Organisation Number or Country Code are skipped automatically. They appear as incomplete in the preview so you can fix them before running the job. They do not consume any API calls.

Is Company Insight updated immediately?

No — Company Insight is processed in the background after each Account is synced. For large jobs this may take several minutes. Progress is visible in the Insight columns of the monitor.

Can I stop a job that is already running?

Yes — use the Cancel button in the monitor. Batches that have already started will finish; no new batches will be started. API calls already made are not refunded.

A job shows Completed but some Accounts failed — is that normal?

Yes. Completed just means at least one Account was synced. It is only Failed if every single Account failed. Always check the failure count in the batch details.

Which fields are updated on my Accounts?

This depends on your Object Field Mapping configuration. The Last Synced timestamp is always updated. See Object Field Mapping for details.