Mass Update Data

Settings > Data Management > Mass Update Data

The Mass Update Data feature lets you quickly update field-specific information for multiple records.

Learn more: Mass Operations

Examples

• Set the [Do Not Mass Email] field to 1 (True) for a group of contact records
• Change the Due Date for a group of task records
• Update a Department name for a group of account records

Considerations

• In order to apply a mass update, first create a View that includes all the records to be updated
• Because a Mass Update action overwrites field data, this action cannot be revoked
• The Recycle Bin option is not available for Mass Update actions

To apply a Mass Update:

1. Create a custom View that filters for the records you want
2. Click Settings > Data Management > Mass Update Data
3. Enter the following information:
   • Select an Object from the list
   • Select the View that contains the records you want to update
4. Choose a Field and specify the new Value
5. Optionally, click the [Preview Records] button to confirm that these are the records you want to affect.
6. Click the [Execute] button to apply the update to all the records in the view.

   A confirmation dialog appears.

7. Click [OK] to update the records.

See Mass Operation Status to monitor progress of the update.

See Offline Processing for Batches of 2500 Records or More for details on handling large batch operations.