How To Set Up Mass Quick Action in Salesforce

Give a Boost to Your Users’ Productivity

Mass Quick Action in Salesforce

Want to give a boost to your users’ productivity by allowing them to perform multiple actions on multiple records in a list view? Meet the Mass Quick Action, a powerful feature of Quick Actions that could be the superhero of your efficiency efforts.

With Mass Quick Action, you can create or update up to a hundred records at once. All you have to do is to create the action and add it to the object’s list view button layout, and then you’re set! This means that your users can do things like creating tasks on multiple Lead records, or enabling support agents to add Case Comments to a plethora of Cases at the same time. It’s like having a personal productivity power-up!

You’ve been given the power, but always remember – with great power comes great responsibility! Changes performed by a mass quick action cannot be reverted.

Ready to take this power for a spin? Check out this simple step-by-step guide to help you wield this new superpower:

  • Create a Quick Action
  • Set Pre-defined Field Values
  • Add Quick Action to List View Button Layout
  • Test Mass Quick Action

Invest a mere 15-20 minutes of your time to set it up, and prepare to save hours of your usersโ€™ time. That’s an impressive return on investment if you ask us!

It’s time to step up your productivity game with Mass Quick Action. Happy power-boosting!

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10 thoughts on “How To Set Up Mass Quick Action in Salesforce”

  1. Another great tip Ashish. Thank you so much – you always think of such clever ideas that make users lives so much easier.

  2. Can we create a report quick action , use case is like when Salesforce user clicks on create report buttion, a set of filteres should be displayed and depending on these filter values report should be generated with an option to convert to pdf.
    Is that possible without coding?
    Thanks

    1. Hi Lakshmi, wow this sounds quite innovative. To the best of my knowledge this is not possible currently. Maybe in future with generative AI (GPT), something like this will be introduced in Salesforce. ๐Ÿ™‚

  3. I can’t find a place for Quote object to pust list view button on list view page. Is that means list view button not support for Quote?

    1. Hi Wayne, I checked in my developer edition org and that seems to be the case. Can’t see any option to add any buttons to Quotes list view button layout.

      List View Button Layout on Quotes

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