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            Set Up a Mass Quick Action for List Views

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            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.

            Required Editions

            Available in: Lightning Experience
            Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To set up mass quick actions for Lightning Experience: Customize Application

            Before setting up mass quick actions on a list view:

            • Review Mass Quick Action Considerations.
            • Set up Create a Record or Update a Record quick actions for your objects. These actions are the ones that you want users to perform on multiple records in a list view.

            To add mass quick actions on a list view, customize an object’s list view button layout.

            1. From the object management settings for the object that you want to allow mass quick actions on, go to List View Button Layout.
            2. Edit the List View layout.
            3. In the List View Actions in Lightning Experience section, add the actions that you want your users to be able to perform on list views for multiple records.
            4. Save your changes.

            The list view for the object that you updated now includes buttons for the actions that you added.

            Example
            Example

            Here’s an example of the list view actions configured for the case object.

            Screen shot of the List View Actions in Lightning Experience for the case object.

            See Also

             
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