---
schema_version: "1"
id: 58684e3b7b9161bee02dc36a33f2585802268e83024f1e6c48753964e25610a7
title: Mass Quick Action Considerations
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/mass_quick_actions_considerations.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.mass_quick_actions_considerations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 67b6c4b0df2e52010eb454696bcbf80d575d8b8d9f3508b4bee94fea7984ec17
description: Review these guidelines and considerations before setting up and using mass quick actions in list views.
products:
  - Salesforce Platform
  - Security
release: "264"
---
# Mass Quick Action Considerations

Review these guidelines and considerations before setting up and using mass quick actions in list views.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Essentials</strong>, <strong>Personal</strong>, <strong>Group</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, <strong>Developer</strong>, and <strong>Professional</strong> Editions</td></tr></tbody></table>

## Setting Up a Mass Quick Action

- Mass quick actions are available only in Lightning Experience apps, including apps with standard and console navigation.
- You can configure mass quick actions for related lists. Custom quick actions for related lists aren’t supported.
- You can’t perform mass quick actions in Experience Cloud sites, or on notes or users.
- You can’t use Tooling API, AppExchange, and Changesets to add mass quick actions to an object’s list view button layout.
- Set up **Create a Record** or **Update a Record** quick actions for the object referenced in a related list, not the parent object. For example, to add a mass quick action to the Opportunities related list on the Account record detail page, create a quick action on the Opportunity object.
- If you want to set up predefined field values for a quick action, we recommend not including those fields on the quick action’s layout.
    
    If a predefined field value is included in the quick action’s layout, it’s only updated if the user manually selects it. If a predefined field value isn’t included in the quick action’s layout, the predefined value is updated, but the user isn’t notified of the change. The Fields to update section includes only predefined field values that are specified in the layout.

## Using a Mass Quick Action

- When using a mass quick action, only the fields you manually modify are changed. Some fields show a default value, but changes aren’t made unless you manually select them. The Fields to update section shows the changes you’re making.
- You can’t undo changes performed by a mass quick action—so be careful when making your changes.
- In list views, you can use mass actions in both table view and split view. Mass actions in split view use the same logic as mass actions in table view.
- Mass quick actions on the related list don't work on the parent record. They work directly on the selected records within the related list. A user must select one or more target records to be used on the quick action
- If you use a mass quick action to update only one record, the Fields to update section isn’t displayed.
- List views in split view and related lists have checkboxes to select records only if a mass action is available.
- Mass quick actions aren't available on the Salesforce mobile app. The action button might be visible on the mobile app, but it doesn't make any changes.

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/images/icon_example.png)

Example

This mass quick action updates the owner on cases. The Case Owner field displays Awesome Admin because the user modified this field. The Status field displays New because that was the value of all the selected records. The changes to make are listed in the Fields to update section.

![Screen shot of a quick action called Update Owner. There's a callout for the "Fields to update section.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/extend_click/images/case_list_mqa_update_owner_tracked_changes.jpg)

If the selected records have different statuses, such as one is set to New and one is set to Escalated, the Status field shows None.

#### See Also

- [Set Up a Mass Quick Action for List Views](https://help.salesforce.com/s/articleView?id=platform.mass_quick_actions_create.htm&release=264.0.0&type=5 "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.")