Mass Update Records in Salesforce Using Quick Actions in List Views
By Matt Foster
March 10, 2021
Do you want to mass update records in Salesforce without a 3rd party package? Did you know that with a few clicks you can do mass updates directly in Salesforce from a list view?
Check out this how-to video to learn how to create your own quick action button and add it to any list view, giving you the ability to perform mass updates in Salesforce. Enjoy!
The Author
Matt Foster
Matt is a certified Salesforce Administrator, Platform App Builder, Data Architecture and Management Designer, and Sales Cloud, Consultant.
An another tip is how salesforce manage the error. It is a out-of-the-box functionality not well documented by Salesforce. You can check my medium post about this : https://alex-thizy.medium.com/mass-quick-actions-and-their-error-management-in-lightning-experience-4d9386ec7f06?sk=468c36a43b2548561dc38559f70baa1e
Thats awesome, Matt! Thanks heaps for that! Defo a very handy one to have. I remember that I once tried to do exactly that, but I simply missed the step to add the button to those classic search layouts...Didn't expect it there as we only use lightning. Cheers!
Hi Rick, Yes - in line edit goes someway to solving this issue, however with the Quick Action we can mass update multiple fields, including those not included on the list view.
I have been creating a custom object list view for in line editing and this is PERFECT TIMING! I did not know this was available and is going to save a ton of time! Thank you!!
Thanks for this! Question--we have a custom field on Cases called Assigned to that is the person who will be working the case--we reserve the case owner as a queue like Customer Service, etc. I have a quick action called Assign to Me so that folks can assign cases to themselves from a List View. When I as an admin see this Assign to me quick action, the assign to field is a user lookup that I can leave as me or choose another user. But one of my customer service leads would also like to be able to change this Assign to field to another user, but it does not give her the option to select another user. She is able to mass Change Owner with another quick action. What is the permission I am missing here to allow her to do this?
Hi Christine,
I want to close case open records which are multiple on one List View.It should close only on one particular List View.Is that possible ?
Hello, how about adding the same multi-record update button to change the status on a Task object? It seems that it will not work, at least not if there are task record types.
Great post. We wanted to empower the business user some more by giving a simple business user friendly app to do bulk actions and automations. We just launched this free app on AppExchange - https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000OMpJxEAL Here is a short blog that gives an overview - https://bit.ly/3hUihOp
How can I limit this quick action to be visible to specific profiles only? Example: AutoReply spam cases should be mass marked as spam by only the support managers and not agents.
I'm also interested to know if it's possible to limit the quick action to be visible based on record type or user. I don't think it's possible but wondered if you found a workaround. Thanks!
I think we are having the same issue. I setup a quick action on Account to create a task. I added this to the 'List view' layout under Object Manager > Account > Search Layouts for Salesforce Classic > List View. But it is not showing up. I have been on this for about an hour now and I cant find a work around. Anybody encountered this issue before?
I tried to do this for account owner and it doesn't work. When I add owner to the layout and make account name as a default field (since it is required), I then go back to the list view and click the button but the ownership field does not appear on the action pop up window,
I think there is a limit to lookup relationships. As a workaround, you could set a text field or even a picklist value (owner name) and then use flow, or process builder to update the native lookup relationship owner field. I have not tried this, but think it would work. Please let me know if it worked.
I'm looking to build a button like this on Contact for changing the Owner, but that field doesn't display in the list of available fields when creating the action. Have you ever seen something like that accomplished?
I do not think Owner is a supported field for this type of mass update. You may want to look into an App on the appexchange like this one. https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000003J6KcEAK
I do not think Owner is a supported field for this type of mass update. You may want to look into an App on the appexchange like this one. https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000003J6KcEAK
Wondering if this works on the Task object. There doesn't appear to be a List View Actions in Lightning Experience option under the List View Button Layout within Tasks.
Couldn't get this to work on case object with custom picklist field set to a default value. It works on a single case but fails to update this field when multiple records are selected. It will update, however, priority field for all records selected
Great tip! Do you also know if it is possible to limit such a mass quick action to only be available on a particular list view? (i.e. "My cases") Or ensure users can only mass update cases they own?
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