Salesforce: Mass Update Records in List View Using Quick Action
In this video, I will be showing you how to add a quick action to a list view. You can then use it to mass update records of your choice in the list view.
You must first select the object where you would like to create the quick action. In this video, I will be using the case object. After creating your custom quick action add it to the list view button layout.
Once it is there, select your list view of the object tab you are on. Select multiple records of your choice by clicking the checkbox. Click the newly added quick action in the list view and update the following fields that appear on the screen.
List View Doc
https://help.salesforce.com/s/article...
Quick Action
https://help.salesforce.com/s/article...
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**Time Stamp**
00:00 - Intro
00:10 - Creating the quick the action
01:25 - adding the quick action to the list view
01:49 - Demo
03:13 - Reviewing the results
03:34 - Outro