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Sales Innovations for Prospect Management
Bulk Actions for List Creators

Bulk Actions for List Creators

To help list creators perform bulk actions on the actionable list members or prospects in the Actionable List Members component, create Lightning web component-based bulk actions, screen flow-based bulk actions, and OmniScript-based bulk actions.

Required Editions

Available in: Available in: Enterprise, Professional, Starter, and Unlimited Editions with the required add-ons
  • Create a Lightning Web Component-Based Bulk Action
    To perform actions on multiple prospects in the Actionable List Members component, create a Lightning web component (LWC)-based bulk action.
  • Create a Screen Flow-Based Bulk Action
    To perform actions on multiple prospects in the Actionable List Members component, you can create a screen flow-based bulk action.
  • Create an OmniScript-Based Bulk Action
    To perform actions on multiple prospects in the Actionable List Members component, create an OmniScript-based bulk action.
  • Create Bulk Action Configurations
    Improve the productivity of your list creators by creating bulk action configurations that integrate with actionable lists and provide your list creators with easily accessible and relevant bulk actions on Bulk Action Panel. You can include Lightning Web Component actions, OmniScripts, and screen type flows in a bulk action configuration.
 
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Salesforce Help | Article