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Anglosvensken Looking for a SF function, does it already exist?
Hi all,
Have been using Salesforce for around 6 months now after been using Onyx for over 4 years and overall the experience has been good.
However I'm currently in a scenario where I really need a specific function that I can't find in my Salesforce account but I'm hoping it's just me missing something. Otherwise I would kindly like to request for a future release.
The problem is that I sometimes have the need to update multiple leads, accounts, opportunities and so on at the same time. Right now when I'm in the "Leads" section and I'm viewing all leads assigned to me in a list, but I can only edit them one by one. Couldn't be easy way to do a "batch" update of certain fields? Like address, ranking and so on.
Thanks,
Daniel
you can use sfdc data loader if you need to do a mass udpate
All Answers
Have a look at the salesforce Excel Connector.
And remember to promote the idea to get salesforce to officially support it!
you can use sfdc data loader if you need to do a mass udpate
knight is right. Use the Salesforce Data Loader to export and then re-import the data you want to update. Fairly easy process and a good tool to learn about anyways. Does a lot of stuff.
I use it often for archiving old data from our system so we keep a backup but at the same time it doesn't clutter things up. If I need to pull something back, that's an easy process too.
You don't need to work so hard if you are dealing with a limited number fields on a limited of records. Search the app exchange for "Mass Update" and "Mass Edit" to find some free applications that support mass updates. I use them and they work.