---
schema_version: "1"
id: f11be14e695f8606af48ab257b95cbfc3a7a181960a91fa81781308752aec43f
title: PMM Configure Cohort Mass Update
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/pmm_enable_add_to_program_cohort_mass_updates.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.pmm_enable_add_to_program_cohort_mass_updates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 05347b6110344cfe2e66ea67eda141487ac7b400726ef8e290107438770ee0d0
description: Enable mass update of program cohorts, add the Add to Program Cohort quick action to Program Engagement list views, and enable your users to inline edit multiple records on Program Engagement list views.
products:
  - Nonprofit
release: "264"
---
# PMM Configure Cohort Mass Update

Enable mass update of program cohorts, add the Add to Program Cohort quick action to Program Engagement list views, and enable your users to inline edit multiple records on Program Engagement list views.

- **[Enable Mass Program Cohort Updates](https://help.salesforce.com/s/articleView?id=sfdo.pmm_enable_add_to_program_cohort_mass_updates.htm&release=264.0.0&type=5)**  
    Allow users to add multiple Program Engagements to a single Program Cohort directly from a Program Engagement list view.
- **[Add a Quick Action to Program Engagements](https://help.salesforce.com/s/articleView?id=sfdo.pmm_enable_add_to_program_cohort_mass_updates.htm&release=264.0.0&type=5)**  
    Add the **Add to Program Cohort** quick action to Program Engagement list views so users can easily add multiple Program Engagements to a single Program Cohort.
- **[Enable Inline Editing in List Views](https://help.salesforce.com/s/articleView?id=sfdo.pmm_enable_add_to_program_cohort_mass_updates.htm&release=264.0.0&type=5)**  
    Enable your users to inline edit selected records on Program Engagement list views with a single Program Cohort, provided the list view displays the Program Cohort field.

## Enable Mass Program Cohort Updates

Allow users to add multiple Program Engagements to a single Program Cohort directly from a Program Engagement list view.

For example, a program manager may want to segment clients that they've recently enrolled in a Program into Program Cohorts. Or, they may want to create a Program Cohort for all the Program Engagements in a Program. 

There are two ways to let users add multiple Program Engagements to a Program Cohort:

- Add the **Add to Program Cohort** quick action to Program Engagement list views.
- Enable inline editing in list views. If your users are already familiar with out-of-the-box list view inline editing, you may wish to use this option. This option requires the user to add the Program Cohort field to their Program Engagement list view.

## Add a Quick Action to Program Engagements

Add the **Add to Program Cohort** quick action to Program Engagement list views so users can easily add multiple Program Engagements to a single Program Cohort.

After you add the button, users can use it to mass add Program Engagements to a Program Cohort. See [Add Program Engagements to a Program Cohort](https://help.salesforce.com/s/articleview?id=sfdo.pmm_create_program_cohorts.htm).

1. Click ![Setup gear icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-program_management_module-264-0-0-production-enus/443b48d5-82c1-45d8-a7f7-2c07521b8b28/resources-product/images/setup.png), then click **Setup**.
2. Click the **Object Manager** tab.
3. In the list of objects, click **Program Engagement**.
4. Click **Search Layouts for Salesforce Classic**.
5. Next to the List View layout, click ![Dropdown list icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-program_management_module-264-0-0-production-enus/443b48d5-82c1-45d8-a7f7-2c07521b8b28/resources-product/images/downarrowicon.png), then select **Edit**.
6. In the Available Quick Actions list, select **Add to Program Cohort**, then click ![Arrow icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-program_management_module-264-0-0-production-enus/443b48d5-82c1-45d8-a7f7-2c07521b8b28/resources-product/images/addfieldarrow.png) **Add** to move it to Selected Quick Actions.
7. Click **Save**.

## Enable Inline Editing in List Views

Enable your users to inline edit selected records on Program Engagement list views with a single Program Cohort, provided the list view displays the Program Cohort field.

Inline editing allows your users to mass update records on list views they create for any object.

1. From **Setup**, enter User in the Quick Find box, then select **User Management Settings**.
2. Enable **Enhanced Profile User Interface**.

After you enable this, users can use inline editing to update selected records in a Program Engagement list view whether or not they have the **Add to Program Cohort** quick action.