Update / Edit / Delete data in Salesforce.com in bulk

If you are looking for an app that can perform mass actions on any data stored in Salesforce.com then you reached the right place.

Smart-Mass-Update™ for Salesforce.com

by Rene Ford

Main features:

• Bulk Update
• Bulk Delete
• Mass Create sub-records
• Mass Add in place
• Mass Clone
• Mass Convert
• Mass Inline Edit (excel style)
• Mass Email via Salesforce's Template & outlook.
• Conditional Styling (color and field / color based on formula / condition)
• 100% Native app

Try Smart-Mass-Update Now for FREE!

Update / Delete data in Database.com in bulk

If you are looking for an app that can perform mass actions on data stored in database.com then you reached the right place.

Smart-Mass-Update™ for Database.com

by Rene Ford

Main features:

• Bulk Update
• Bulk Delete
• Mass Create sub-records
• Mass Add in place
• Mass Clone
• Mass Inline Edit (excel style)
• 100% Native app

Get Smart-Mass-Update Now!

Bulk Update - End of Quarter is BACK! Is there an easy way to Mass Update Opportunity stage & close date in bulk?

It is end of quarter again and you have a lot of open opportunities you need to close or transfer to the next quarter / year. What is the best & easiest way to update those opportunities in bulk?

The 7 golden features of a great mass update tool:

Rene's way to success

1. Update Multiple fields in bulk: let's assume that you have created a view/grid with all the open opportunities ending in the current quarter, updating the opportunity-close-date or the opportunity-stage via a single-field-mass-update tool will remove the updated rows from the current view and won't give you the chance to update the second field, this behavior will enforce you to create multiple views in order to cover all the angels!
2. Bulk update unlimited number of rows: mass update 50/100 rows at the time is better then updating the rows manually but it tends to be very frustrating. A great mass-update tool must respect the search & filters when you do a mass-update for all rows.
3. Mass inline edit: every mass-update tool that respect your time & clicks must have a mass inline edit mode. The mass inline edit mode presents your data / records in a spreadsheet like mode which enables you to do quick refinements on multiple rows at once and then enables you to the save all your changes in a single click. A great tool will also have search & replace option similar to excel, this kind of feature could be a very handy feature e.g. replace only the year or month for a close-datefield.
4. Mass Create: at the end of every a muss update process you should ask yourself  - what next? should I tell someone about the change by creating tasks in mass or should I add a different related-object for those records I just updated in bulk...
5. Mass Delete: every mass-update tool that allow you to create records in bulk must allow you to mass delete those records i.e. allow you undo your changes. A great tool will even move those deleted record to the recycle bin.
6. Search, Sorts, Filters & Views: the ability to create your own custom "report like" views with custom filters, sorting & fields is very important - this kind of features will allow you to continue your work tomorrow / next week / after the holidays.
7. Export / Save your data as a file: The ability to export the current records & save them as a file is a very valuable feature i.e. in case you would like to compare the before & after (of bulk update) or even to undo your changes e.g. in case you / someone else changed their mind.

The tool I'm using in my Salesforce is Smart-Mass-Update™ by ZaapIT.com - it has all the above features and much more.

Get Smart-Mass-Update™ / Smart-Tables Now!

Tags: mass update, bulk update, mass update Salesforce

Mass Update for Salesforce

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.

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 

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

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 

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

old preview from 2014

unlimited bulk update / mass update