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 users’ 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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References & Useful URLs

AppExchange – Add Multiple Records to Junction Objects in One Go

#1MinuteTip Here is a app from Salesforce Labs that will enable you to add multiple records to any Junction object in one go!

Users can add multiple records in one go to any Junction object using this component. It can be used as a quick action on the Lightning record page. It can be added to any record page. This component can be configured for any object, given that there is a junction object connecting two objects with a Master-detail relationship.

Add Multiple Records to Junction Objects
Image Source: App Page on AppExchange (link below)

References & Useful URLs

Bookmark Records by Adding to Favorites

#1MinuteTip Do you know that you can bookmark records in Salesforce by adding them to favorites. And then you can quickly navigate to those records from the favorite list. Just like you bookmark URLs on browser for future access.

How to add records to favorite?
  1. Navigate to the record.
  2. Click on ‘Star’ icon on the top right.
  3. Salesforce confirms that the record has been added to favorite.
Salesforce add record to favorite
How to navigate to a record from Favorite?
  1. Click on the down arrow key beside the star icon on top right corner.
  2. Just click on any record that you want to navigate to, and Salesforce will take you to that record.
  3. To edit the favorites list, click on ‘Edit Favorites’.
Salesforce navigate to a record from favorite
How to manage favorites?
  1. Use this icon to re-order records in favorite.
  2. Click on Pencil icon to rename the record in favorite. This will just rename in favorite and will not update the actual record.
  3. Click on cross icon to remove the record from favorite.
Salesforce manage favorites
How to remove a record from favorites?
  1. Navigate the record that has been added to favorites.
  2. The ‘Star’ icon on top right will be highlighted if this record is added to favorite. Click on the star icon again to remove it from favorites.
Salesforce remove record from favorites

How to Create a Clone Button for Account Object

#1MinuteTip First of all I didn’t know that there isn’t a clone button on Account object in Salesforce. Secondly, I didn’t know it is this easy to create one. Check out the link in the following Tweet on how to create Clone button for Account.

Top 10 Ways Slack Can Increase Your Productivity

#1MinuteTip Came across this interesting Video on “Top 10 Ways Slack Can Increase Your Productivity & Collaboration”. It is an interesting watch.

This includes:

  1. Apps for Slack
  2. Workflow Builder
  3. Real-Time Collaboration Tools
  4. Set, Sync & Share
  5. Get Rid of the Noise
  6. Focus Time
  7. Huddles
  8. Slack Connect
  9. Emojis
  10. Channels
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