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Updating Groups of Records

You can update the values in fields for a list of records: accounts, contacts, opportunities, leads, service requests, or activities (tasks, appointments). This allows you to update a value for an entire group of records at once, such as changing the owner to a different employee.

NOTE: You can update up to 50 records at a time. If your list contains more than the limit, repeat the updating procedure on the remaining records.

Before you begin. To perform this procedure, your user role must include the Mass Update privilege. Also, create a list to capture the records you want to update, if necessary.

To update a group of records

  1. From the record Homepage, click the list of records you want to update.
  2. On the record List page, click the Menu button and select Mass Update.
  3. In Step 1, clear the check box for records you don't want to update.
  4. In Step 2, select the fields and enter new values for those fields.

    You can select up to five fields to update to new values. To remove existing values from a field, leave the Value column blank in Step 2.

  5. Click Finish.

Published May 2008