Contents
How to mass update and mass delete in Salesforce?
1: Mass Update + Mass Edit + Mass Delete Leads, Accounts, Contacts, Opportunities records from the List view, Search View or Related Lists. 2: Extend Mass Edit + Update + Delete to work with your Custom Objects and Custom Fields. Search and Mass Edit/Update/Delete multiple leads, accounts, contacts, opportunities and custom objects.
How to extend mass edit and mass update?
Extend Mass Edit/Update to work with your custom objects by creating your own “Mass Edit” and “Mass Update” list view buttons. Reuse the code behind our Mass Edit/Update buttons.
How to mass update records in Salesforce apex?
And there are many ways to do that- perhaps the most efficient way to mass update records is DataLoader. Alternatively, you can choose to Mass Edit/Update data directly on Salesforce.com interface.
How to mass change data in your leads?
Scroll down under Custom Buttons, and add the two buttons: “Mass Edit” and “Mass Update”. Don’t forget to click Save. After you’ve enabled the buttons in Leads, you can see them right in the Search Layout of Leads. You have two ways mass changing data in your records:
How to set up sales prices and discounts for customers?
When you open the Sales Prices and Sales Line Discounts pages from a specific customer, the Sales Type Filter and Sales Code Filter fields are set for the customer and cannot be changed or removed. To set up prices or line discounts for all customers, a customer price group, or a campaign, you must open the pages from an item card.
When to put special sales price on sales line?
Concerning prices, you can have a special sales price inserted on sales lines if a certain combination of customer, item, minimum quantity, unit of measure, or starting/ending date exists. For more information, see the To set up a sales price for a customer and Best Price Calculation sections.