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Example: Field Updates via List View and Quick Action
Ever needed to update fields on a few dozen or hundred or thousand records?
In the traditional approach you would use Data Loader to export the records, use spreadsheet program to change the field values, then use Data Loader to import the modified records.
Although functional, this requires you to physically export the data and the process must run on your computer and hope that your internet connection doesn't drop.
With Mass Action Scheduler you can perform field updates a number of different ways, without exporting or re-importing the data, and everything happens in Salesforce on the platform!
First, create a list view or report that identifies the source records you want to process. In this example I created a list view of contacts without a
Lead Source value.
Second, create an
Update Records object-specific Quick Action for the object whose records you want to update. (Trailhead)
For each field you want to apply an update to, either add it to the Quick Action's layout or add a pre-defined value. If you add a field to the Quick Action's layout then you can map values from the source report or list view to that field.
- Note, you do not need to add the Quick Action to the object's page layout to use with Mass Action Scheduler
Third, create a Mass Action Configuration record that ties the source and target action together with (optionally) schedule for how often to run this configuration.
After the action runs (e.g. manually by clicking the Run button or via the specified schedule) then confirm your contacts were updated accordingly.