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Mass Actions with Multiple Field Update in Salesforce Maps

公開日: Sep 10, 2026
説明

Mass Actions in Salesforce Maps enable users to efficiently update field values across multiple records at the same time by selecting a group of markers directly on the map using a defined geographic boundary. This powerful capability streamlines bulk record management tasks such as reassigning ownership, updating statuses, modifying territory assignments, or maintaining account and contact information at scale. By reducing manual effort and improving operational efficiency, Mass Actions help teams manage data more accurately and effectively within their mapped territories.

解決策

This article answers a common question about Salesforce Maps: how do you use Mass Actions to update multiple fields on a group of records at once? Mass Actions let you select markers within a drawn boundary and apply the same field updates to all of them in a single action.

Updating Multiple Fields with Mass Actions

  1. Start by Plotting a Marker Layer.

  2. Use a polygon/square/circle to draw a boundary around a number of markers.

  3. Right-click the shape. Select Mass Actions and Update Field.

  4. You can now pick the Fields to update as well as the Values. The Add Field button adds another field that you can update. The X icon removes a field.

ナレッジ記事番号

000380143

 
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Salesforce Help | Article