Cloudy’s Favorite Apps: Mass Edit + Mass Update + Mass Delete

What do you do when you want to edit the addresses of a couple dozen contacts? Or what if you need to update the Stage of numerous Opportunities at once? Or might you wish to quickly delete all Leads who have had no activity in the past year?

This is the type of important data management that keeps your Salesforce vital, but if it is a hassle, it might not get done.  These jobs are too small to bother with data loader, but as you search, open, and edit each record individually, you will surely wish there was a better way.

One of Cloudy’s favorite FREE apps makes this possible: Mass Edit + Mass Update + Mass Delete — the name says it all!  After the easy installation of this app, all you need to do is go to the Search Layouts page of the standard object where you would like to use this button, and add it to the List View layout.  (Step by step instructions appear in the install guide on the app)

The new buttons will appear on any list view on those object tabs. For specific data management tasks, you may want to create filtered list views that narrow down a list to the records you want to Mass Edit/Update/Delete.  ie. “All Contact with No Mailing Address”, “All My Opportunities in Negotiation”, or “All Leads with No Recent Activity”.  You will have a chance choose specifically which records you are going to edit/update/delete from a list by checking the box next to the record.

Here is an example of a “Mass Edit” view of Contact records. From here it’s a snap to edit all four records at once and then save! Use Mass Edit when you want to Edit multiple records at once, but with different information for each one.  For instance, each contact above likely has different phone and address information.

Here is an example of a “Mass Update” view of Opportunity records. From the list view, select several Opportunities to update, and on this page choose the field to update (Stage), and the value to update to. Use Mass Update when you want to update multiple records with the SAME information. For instance, I can change all of these Opportunities to “Closed Lost”.

 

BONUS:
Once you are in the groove of using Mass Edit + Mass Update + Mass Delete for your small-batch data management needs, you might wish you could use the buttons on custom objects, or that you could customize the Mass Edit fields available.  Since this free app is an “Unmanaged Package”, it is possible, and easier than you might think, to extend its capabilities in these ways. You can find some how-to help among other app users on the “reviews” tab of the appexchange listing.

If you need more customization, training, or help, please Contact Us!

For instructions on test-driving an App in your salesforce.com sandbox:
Test Drive an App in your Salesforce.com Sandbox

More of Cloudy’s Favorite Apps: