How To Set Up Mass Quick Action in Salesforce

Give a Boost to Your Users’ Productivity

A Mass Quick Action is a type of Quick Action. Once the action is created you add that action to an object’s search layout i.e. List View. Once it is set up, you can select a maximum of 100 records in a list view and perform create or update functions. It was introduced in Summer ’18 release. Mass Quick Action is available to use with the following objects:

• Campaigns
• Leads
• Accounts
• Contacts
• Opportunities
• Cases
• Work Orders
• Custom Objects which support Quick Actions and have a search layout in Lightning Experience

You first create quick action for the object, then let your users perform actions on multiple records in a list view. E.g. enable users to create multiple Tasks on several Lead records, enable support agents to add Case Comments to multiple Cases at a time, etc. 

Although this is a cool, time saver feature that improves user productivity, there are many considerations and guidelines to follow. You should be aware of these before creating Mass Quick Action. I have listed a few most important ones below.

Mass Quick Action Considerations

• It is available only in Lightning Experience apps, including apps with standard and console navigation
• Cannot perform mass quick actions on a Recently Viewed list, in Communities, Notes, or Users
• Cannot use Tooling API, AppExchange, and Changesets to add these actions in an object’s search layout
• Changes performed by a mass quick action cannot be reverted. So your users need to be careful when taking mass quick action

Well, that was a quick overview of Mass Quick Action. I have come up with a short step-by-step guide to give you hands-on experience in configuring it. Here’s what this guide covers:

• Create a Quick Action
• Set Pre-defined Field Values
• Add Quick Action in Search Layout
• Test Mass Quick Action

Go ahead and delight your users with this productivity booster. Won’t take more than 15-20 minutes of your time to set it up and will save hours of your users’ time. A good return on investment, isn’t it?

References:

• Set Up a Mass Quick Action – Help Article (10 mins) – https://help.salesforce.com/articleView?id=mass_quick_actions_create.htm&type=5
• Mass Quick Action Considerations – Help Article (10 mins) – https://help.salesforce.com/articleView?id=mass_quick_actions_considerations.htm&type=5 
• Set Up Productivity Tools – Trailhead Unit (30 mins) – https://trailhead.salesforce.com/en/content/learn/modules/service-cloud-agent-productivity/set-up-the-productivity-tools
• Platform Lightning: Mass Quick Actions Enhancements – Salesforce Releases Video (3:10 mins) –  https://youtu.be/Q7Yoqhnisgw