Mass Modifier
Last updated
Last updated
With Mass Modify, you can update multiple records at once, just like bulk-editing in Excel. This feature streamlines data management by allowing quick modifications without the need for manual updates one by one.
You can use this feature to modify a massive number of records at once. For example:
Please follow the process below to perform Mass Modifications:
Select the record you wish to modify.
Click on Mass Modifier. The Mass Modifier pop-up will open.
The Mass Modifier pop-up screen will show fields such as the select column field's name, number of selected records, modification action drop-down, and a field to enter the desired modification.
Since you selected fields from the Accounts Name column, the modification action drop-down will show two options: Change to and Clear Values.
Use the Search Accounts search box to search for the desired account name or type manually and click Apply. Three selected account names will be changed to the new one.
The Selection drop-down shows the number of selected records. You can use it to select all records if required.
If you wish to delete the data from the selected records, click the Change to drop-down and select Clear values. This is how you can perform mass deletes.
Click + Modify another field to apply modifications to the other column fields. You can click + Modify another field multiple times as per your requirements.
In any case, the change drop-down will show the change parameters based on the column. For example, the change parameters for the Amount column will be Increase/Decrease and Percentage/Value.
When click + Modify another field, the selection drop-down will show two options:
All Records: Select All Records if you want to apply modifications to all records. (in this case, 200 records)
Selection: Select Selection if you want to apply modifications to another column fields of the already selected record. (in this case, 3 records)
If you don't select any records, all available records will be selected by default for the modification.
In this case also, you can click + Modify another field multiple times to apply modifications to other column fields for all records.
In any case, the change drop-down will show the change parameters based on the column.
For example,
The Amount column has two change parameter drop-downs. One will show options Increase by/Decrease by, and the other will show options Percentage/Value.
The Close Date has two change parameter drop-downs. One will show options: Increase by/Decrease by/Change to/Clear Values, and the other will show: Days/Weeks/Months/Quarters/Years. For the Close Date, the change parameters will be Increase by/Decrease.
Once the modifications are applied, you will see the Save changes message with the Salesforce icon and a drop-down in the top right corner.
Click on the drop-down to preview the changes. Use the Revert icon or the Revert All button to revert the changes if required. Otherwise, click on Save changes.
Once the changes are saved in Salesforce, a Save Summary message will be shown.
Let us see a few examples to understand the use of Mass Modifier:
[1]
Suppose you want to increase the Amount values by 10% for selected records.
Select the required group of records.
Click on Mass Modifier. Select the change parameters Increase by in one drop-down and Percentage in the other. Write down 10 in the Value field and click Apply.
You will get the result as shown in the image below:
[2]
Let's modify the names for the selected records using Mass Modifier.
Select the required records.
Click on the Mass Modifier. Select the change parameters as Change to and enter the new desired name, i.e., Express Transports.
Click Apply.
You will get the result as shown in the image below:
