It’s easy to be confused by all the mass update apps out there: What is the best option to mass update leads / opportunities on Salesforce? Should you use a free app or should you use a premium one?
Luckily, we have answers. Here are 3 common mass-update apps for Salesforce, and why you should or shouldn't try them.
Luckily, we have answers. Here are 3 common mass-update apps for Salesforce, and why you should or shouldn't try them.
App #1 Mass Update Anything (Windows):
This app runs outside of Salesforce with a dedicated windows GUI.
Pros: free.
Cons: it doesn't support special fields (dependent pick-lists and others), you need to pre-fetch lookup-field IDs in order to update lookup fields, you need special permissions to use the app and you need to know SOQL
Cons: it doesn't support special fields (dependent pick-lists and others), you need to pre-fetch lookup-field IDs in order to update lookup fields, you need special permissions to use the app and you need to know SOQL
2023 update: The app is now retired
App #2 Mass Update Anything (Mac os x):
This app runs outside of Salesforce with a dedicated windows GUI.
Pros: free.
Cons: works on mac 10.5+, it doesn't support special fields (dependent pick-lists and others), you need to pre-fetch lookup-field IDs in order to update lookup fields,you need special permissions to use the app and you need to know SOQL.
2023 update: The app is now retired
Cons: works on mac 10.5+, it doesn't support special fields (dependent pick-lists and others), you need to pre-fetch lookup-field IDs in order to update lookup fields,you need special permissions to use the app and you need to know SOQL.
2023 update: The app is now retired
App #3 Smart Mass Update (Salesforce Native):
Pros: works great on Windows, Mac & Linux and it got a collection of really nice features + the app supports special fields (dependent pick-lists and others), you don't need to know SOQL (SOQL is optional)
Cons: premium app (free for 14 days )
Link to the app: Smart Mass Update
Cons: premium app (free for 14 days )
Link to the app: Smart Mass Update
Smart Mass Update main features:
- Global Search + filed search
- Multi column/field sorting
- Advanced Filters (spreadsheet style)
- Mass update
- Mass edit, mass delete
- Views & charts
- A layout editor
- Server Side
