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.
