With mass quick actions, users can create or update up to 100 records from a list view or
related list. Users can select one record in the list to update only that record, or multiple
records to perform bulk updates. To help users understand the changes they’re making, the action
window includes a Fields to update section when users update more than one record.
Required Editions
Available in: both Salesforce Classic and
Lightning Experience
Quick actions available in: Group, Professional, Enterprise,
Performance, Unlimited, Contact Manager, Database.com, and
Developer Editions
Custom canvas actions available in: Professional (with Canvas enabled),
Enterprise, Performance, Unlimited, and Developer Editions
Only these quick action types are supported for mass quick actions.
Create a Record
Update a Record
Set Up a Mass Quick Action for List Views With mass quick actions on a list view, users can create or update records in bulk rather than one at a time. You can configure a mass quick action for cases, leads, accounts, campaigns, contacts, opportunities, work orders, and custom objects that support quick actions and have a list view button layout in Lightning Experience.
Set Up a Mass Quick Action for Related Lists With mass quick actions on a related list, users can create or update related records in bulk without leaving the page. You can configure a mass quick action on related lists for any related object that supports quick actions.
Mass Quick Action Considerations Review these guidelines and considerations before setting up and using mass quick actions in list views.
Did this article solve your issue?
Let us know so we can improve!
Loading
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.