Difference between revisions of "Mass Update Data"

From AgileApps Support Wiki
imported>Aeric
imported>Aeric
m (Text replace - 'Settings > ' to 'File:GearIcon.png > Setup > ')
Line 1: Line 1:
'''Settings > Data Management > Mass Update Data'''
'''[[File:GearIcon.png]] > Setup > Data Management > Mass Update Data'''


The Mass Update Data feature lets you quickly update field-specific information for multiple records.  
The Mass Update Data feature lets you quickly update field-specific information for multiple records.  
Line 18: Line 18:
To apply a Mass Update:
To apply a Mass Update:
#Create a custom View that filters for the records you want
#Create a custom View that filters for the records you want
#Click '''Settings > Data Management > Mass Update Data'''
#Click '''[[File:GearIcon.png]] > Setup > Data Management > Mass Update Data'''
#Enter the following information:  
#Enter the following information:  
#*Select an Object from the list
#*Select an Object from the list

Revision as of 00:21, 30 January 2013

GearIcon.png > Setup > 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 GearIcon.png > Setup > 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 the [OK] button to confirm the action.

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.