What's a List View you're gonna ask?
It's that screen where you can see the list of records for a certain object. One example is the "Recently Viewed" Accounts list.
List Views are everywhere in Salesforce and we use them every single day. Here is one way to make them even better for you!
Tip # 2: Use List Views to Mass Edit records
It happens pretty often that you need to update multiple records at the same time.
Let's say you want to update all your accounts, using a custom List View (see this article) to set a default the Billing State/Province to unknown instead of empty.
Step 1:
Navigate to the object that you want to edit.
In this example, I navigated to the Account Object.
Step 2:
On the left side of the page, click on the List Select button.
Click on the List View you want to use.
In this example, I want to use the Accounts Without State/Province List View.
Step 3:
Use the checkbox on the left side of the list to select the accounts you want to update.
Use the checkbox at the top to select all.
In this example, I selected all the accounts using the top checkbox.
Step 4:
On the right side of the screen, click on the Edit button.
Step 5:
In the account list, click on the field you want to update.
Use the "Update X Selected items" checkbox to update all your selected records with the same value.
Click Apply.
In this example, I clicked on the Billing State/Province field. I want to update those accounts with the value Unknown.
So that's it! You successfully performed a mass update using a custom List View.
In the next articles, you will use your custom List Views to make them even more useful.
Admin Note:
Users will need the "Mass Edits from Lists" permission, available in the System Permission, to use this functionality.
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