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Wednesday, March 7, 2018

Salesforce: List View Mass Action in Lightning Experience

In Spring ’18 release, Salesforce introduces Quick Actions in Lightning Experience on List View, but only applicable to Case, Lead, and custom objects only. With this user can do mass action on the selected records.

Use case: Universal Container would like to allow the Marketing team to mass update the Industry on Lead, rather than do it one by one. 

Inline editing in List View is a good option, however, inline editing does not support multiple record types in a list view, and not all fields are supported for inline editing, so creating a function to mass update would be preferred and faster.

Solution: implement Quick action for List View.

Note: this will add the button to all list views, except Recently Viewed, and you can't hide this button from a specific list view, or make the button only visible to a specific list view or user profile.


1. Create New Action
From the Setup menu, navigate to the Lead object, look for the Buttons, Links, and Actions menu.
Click the New Action button, enter/select the following values:



Add the Industry field and remove all other fields.



In some cases, you may need to Predefined Field Values for selected fields for users' productivity, but in my use case, it is not required.


2. Add button to the layout
Stay in the Lead object, click Search Layouts for Salesforce Classic menu, then click Edit under the arrow on List View. Change Industry should be available under "List View Actions in Lightning Experience"
Select the action and click the add arrow button.



3. Lead tab
Click the Lead tab, you need to select a view, such as My Unread Leads, or any list view created, except Recently Viewed. You should see the "Change Industry" button, you maybe need to click the arrow button to show more buttons available, this is because it only the first 3 buttons shown on the list page.



4. Select records
Select a list view, but not the default "Recently Viewed", then select multiple lead records, up to 200 records from the list view.
Click the "Change Industry" button, and select an industry from picklist values, this will update the industry from all Leads selected. Click the Save button, and then the OK button to confirm.



Now, all Leads selected earlier will be no longer selected and Industry value is updated.


Reference:



8 comments:

  1. very helpful but this doesn't work as soon as you have record types :( too bad!

    ReplyDelete
    Replies
    1. It will work if you add the record type as a filter on the list view.

      Delete
  2. very helpful but this doesn't work as soon as there are record types..too bad :(

    ReplyDelete
    Replies
    1. It will work if you add the record type as a filter on the list view.

      Delete
  3. it appears that Winter '20 has moved things in Lightning Experience: in Step 2, when you click Search Layouts, there is no "ListView" there and no "Edit" for it.

    ReplyDelete
    Replies
    1. It is under "Search Layouts for Salesforce Classic"

      Delete
    2. Does anybody know the reason why it is now under "Search Layouts for Salesforce Classic" ? If it is mandatory (seems to me) to show the button in Lightning?

      Delete
    3. yes, even it say "Search Layouts for Salesforce Classic", but this is applicable for Lightning too.

      Delete

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