# Mass Modifier

### Mass Modifier

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.&#x20;

{% hint style="info" %}
Please note: Mass Modifier is one of the most popular features of Valorx Wave along with Filters, Conditional formatting, and Lookups. Give it a try if you haven't used it yet.&#x20;
{% endhint %}

**You can use this feature to modify a massive number of records at once.** For example:

> * [x] Select any number of records and make a change in all of them at once.
> * [x] % wise Increase or decrease the amount in records such as the Price List.
> * [x] Perform mass deletes for specific records.&#x20;
> * [x] Quickly change the relationships or data. For example, change the Contact/Phone numbers for the selected Accounts or the Account/Positions for names, etc.  &#x20;

Please follow the process below to perform Mass Modifications:

1. Select the record you wish to modify.&#x20;

<div align="left"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FYcm3aKG8d95l0HkAmunP%2Fmm%201.png?alt=media&#x26;token=7cacc984-4adc-4892-9fae-8fe0bb7925f5" alt="" width="308"><figcaption><p>Selected records for Mass Modifications</p></figcaption></figure></div>

2. Click on **Mass Modifier**. The Mass Modifier pop-up will open.&#x20;

<div align="left"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FayD4fBB79jz654xmE4Za%2FWave%20Docs%20update%20as%20per%20V26%20-%2017.png?alt=media&#x26;token=a668af31-08a4-4115-b1c5-0af48b477cea" alt=""><figcaption><p>Mass Modifier Pop-up Screen </p></figcaption></figure></div>

> 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.&#x20;

* Since you selected fields from the Accounts Name column, the modification action drop-down will show two options: Change to and Clear Values.&#x20;
* 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.&#x20;
* The Selection drop-down shows the number of selected records. You can use it to select all records if required.&#x20;

<div align="left"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FzHKI5mE22xzcbwLSekjK%2Fc%2018.png?alt=media&#x26;token=849bb2f1-082d-4efe-9d78-6044d27c87b0" alt="" width="563"><figcaption><p>Mass Modifier - Records selection option</p></figcaption></figure></div>

* 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.&#x20;

<div align="left"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FrJzmXiDEU7FW2WW57Jhx%2Fmm%204.png?alt=media&#x26;token=aedebd7c-1491-403f-81d5-b3e18e306d79" alt="" width="563"><figcaption><p>Mass Modifier - operation selection</p></figcaption></figure></div>

* Click **+ Modify another field** to apply modifications to the other column fields. You can click **+ Modify another field** multiple times as per your requirements.

<div align="left"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FmdTS96fr2Iuvxsizel2U%2Fmm%205.png?alt=media&#x26;token=94dedd12-fdfe-4f5a-ba51-041afa2ccfcb" alt="" width="563"><figcaption><p>Multiple record selection for Mass Modifications 1</p></figcaption></figure></div>

* 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.&#x20;

> When click **+ Modify another field,** the selection drop-down will show two options:&#x20;
>
> * **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)&#x20;

<div align="left"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FMIoYd3DZgPNPB46quXBj%2Fc%2016.png?alt=media&#x26;token=7b18ad5c-dc76-45f6-bd1f-cb043a647880" alt="" width="563"><figcaption><p>Multiple record selection for Mass Modifications 2</p></figcaption></figure></div>

3. If you **don't select any records**, **all available records will be selected by default** for the modification.&#x20;

<div align="left"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FbXXlFics2ckuwl4940q7%2Fc%2017.png?alt=media&#x26;token=669ab99c-3fd0-4cd8-8615-02be28949121" alt="" width="563"><figcaption><p>Mass Modifier - Selecting All Records</p></figcaption></figure></div>

> In this case also, you can click **+ Modify another field** multiple times to apply modifications to other column fields for all records.&#x20;

4. In any case, the change drop-down will show the change parameters based on the column.&#x20;

<div align="left"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FlUjjw08txvJJ5JxlyA28%2Fmm%208.png?alt=media&#x26;token=35000e32-2143-4269-91d8-cf5423d22fa2" alt="" width="563"><figcaption><p>Mass Modifier - Field specific change operations</p></figcaption></figure></div>

> For example,&#x20;
>
> * 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.

5. 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. &#x20;

<div align="left"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FfCiNd7ZVOpOQQCfrZ1Vp%2FWave%20Docs%20update%20as%20per%20V26%20-%2018.png?alt=media&#x26;token=4699b64d-8ed6-4e0c-a71f-4331ac15c7fc" alt=""><figcaption><p>Mass Modifier - Save changes Message</p></figcaption></figure></div>

* 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**. &#x20;

<div align="left"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2F8uo1UDkdfhw2nM1oM0t2%2FWave%20Docs%20update%20as%20per%20V26%20-%2019.png?alt=media&#x26;token=f15d7999-57e3-48a0-840a-012e7695c22b" alt="" width="343"><figcaption><p>Mass Modifier - Preview/Revert Changes</p></figcaption></figure></div>

* Once the changes are saved in **Salesforce**, a Save Summary message will be shown.

<div align="left"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FB87jSXHC7Tdi1bNlCvp0%2Fmm%2011.png?alt=media&#x26;token=e427925c-3fac-4329-a0d3-5deae0dcd193" alt="" width="392"><figcaption><p>Mass Modifier - Save summary notification</p></figcaption></figure></div>

**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.

<div align="left"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FYrT8s121dl0nXFOER8UI%2FScreenshot%202023-09-29%20145338.png?alt=media&#x26;token=e8247b8f-ba2f-4453-a5b1-a5ae459f6cd4" alt="" width="518"><figcaption></figcaption></figure></div>

> 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**.

<div align="left"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FdL4XVyvUnKuDt8Sj3Ub7%2FScreenshot%202023-09-29%20150214.png?alt=media&#x26;token=280bdbd5-c882-4f29-abaf-8546b4013656" alt="" width="563"><figcaption></figcaption></figure></div>

> You will get the result as shown in the image below:

<div align="left"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FfVPNIJn3r9fUOQ27KZVa%2FScreenshot%202023-09-29%20150709.png?alt=media&#x26;token=5ffc534d-7da9-4064-9fd6-93e8b62e8cf6" alt="" width="413"><figcaption></figcaption></figure></div>

**\[2]**

Let's modify the names for the selected records using Mass Modifier.

> Select the required records.

<div align="left"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FzxoIbvyL5PFZzxcGUjgt%2FScreenshot%202023-09-29%20152524.png?alt=media&#x26;token=b102a7b8-c83c-49ee-b3f5-06096f9d445a" alt="" width="173"><figcaption></figcaption></figure></div>

> Click on the Mass Modifier. Select the change parameters as Change to and enter the new desired name, i.e., Express Transports.
>
> Click **Apply**.

<div align="left"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FlOvF9v7Cv7qeBLvQXPkr%2FScreenshot%202023-09-29%20152601.png?alt=media&#x26;token=2571ca58-c0e8-4a12-b41e-40397d67330b" alt="" width="563"><figcaption></figcaption></figure></div>

> You will get the result as shown in the image below:

<div align="left"><figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2Fr2LdjYKmwY28cn4agDNo%2FScreenshot%202023-09-29%20152655.png?alt=media&#x26;token=6e68b0fa-bf36-4b23-845b-11c59a3a16fe" alt="" width="174"><figcaption></figcaption></figure></div>
