Set a new field value in bulk by using a custom formula on a subset of your records / all records (without coding)

The following example will show you how to set a new field value in mass by using a custom formula on a subset of your records / all your records (across all the list-pages). The following process can work on any object & field - we built the following example for a custom "SLA" field located under the standard Account object.

Creating a custom formula & using it in Mass:

1. Optional Step: Backup your data via Setup>Data Management>Data Export (you will be able to revert / compare)
2. Create an update-action-process using Salesforce's process builder and add the desired formula to populate your field (setup>create>Workflow & Approvals>Process Builder> use the update record action):

3. Go to smart-mass-update>accounts tab & click on the mass update button:

Before the update:

Choose the same field you chose in step#2 & mass update all the rows (grid filters will be respected):

The result:

5. Disable the process/flow - in case you don't need that for all the rows.

Mass update in action:

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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!

The easiest way to convert and merge multiple leads in bulk - Mass Convert Leads

The weekend is approaching and you have a lot of leads that you need to convert into new contacts/accounts or merge them with existing contacts/accounts. Instead of doing the hard & manual work by yourself what you need is a tool that will convert & merge those leads in bulk into new / existing contacts i.e. without creating duplicate records.

The easiest mass convert & merge tool ever created for Salesforce  - DEDUP-Manager™:

by Rene Ford

1. Avoid from creating duplicate contacts: the tool offer you the option to find existing contact by using the lead's email address as reference.
2. Avoid from creating duplicate accounts: the tool offer you the option to find existing account by using the lead's company name reference.
3. Use the lead's information in an optimal way: Transfer the lead's data / related information (tasks/events/notes/etc) to the new contact / account.
4. Create new opportunity: the tool offer you the option to create new opportunity for the new contacts in mass.
5. Changing the owner: the tool allow you to specify a new owner or to use the lead-owner for the new leads, accounts & opportunities.
6. Lead Status: the tool allow you to change the lead's status for the converted leads in mass.
7. Mass Update / Edit the converted records: Mass Update / Edit the converted records in bulk as a touch-up, or even use the mass create options to create new tasks /events/ sub-records...

Mass Convert in action

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Tags: mass convert, mass merge, mass update, bulk update, mass update Salesforce

Mass Update - How can I modify existing Price Book data in bulk / mass in Salesforce

Mass Edit your price book entries in Salesforce the easy way - A guide to success!

You spent days in creating your Salesforce price book entries by visiting each entry / product one by one or by creating a few CSVs files and uploading them to Salesforce via Salesforce's data loader (Enterprise Edition+) . But now you need to update the prices (& other information) instead of doing that yourself  by visiting each record one by one or instead of uploading a new CSV file and try to avoid duplicates / creating deprecated products again all you need to do is to install the Smart-Mass-Update™ app from ZaapIT and create a new price-book-entries tab (via the grid manager) and you are good go.
The new Smart tab will enable you to mass-inline-edit & mass-edit your data with ease.

Get Smart-Mass-Update™ / Smart-Tables 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 Create Tasks / Any Objects in Salesforce - The easy way

 Filter, mark & create in bulk

The below video illustrate how to create tasks in bulk for the selected contacts with an option to refine / control the result (via a preview page).

How it works:

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Preview:

Mass Create Tasks / Objects

Bulk create for Salesforce!

Close Multiple Cases with Comments

Close Multiple Cases with Comments - The easy way

Close & add custom comment & reasons in mass / per case with Smart-Tables

Close multiple cases in bulk in Salesforce!

Post Install steps:

1. Create a Smart-Tab  for Cases (page 24 in zaapit's user guide).
2. Add the relevant fields to the layout.
3. Contact ZaapIT's support to create the comments-field & custom settings.

Preview:

FREE Seats for NGO / NFP orgs for Smart-Tables / Smart-Mass-Update / DEDUP-Manager / Smart-Activity-Manager

ZaapIT has started to give away a FREE-5-seats license to the first 50 NGO / NFP organizations that will install one of the following apps: Smart-Tables / Smart-Mass-Update / DEDUP-Manager / Smart-Activity-Manager.
To claim your FREE-5-seats license just contact ZaapIT's sales after installing the app(s), please attach to that email an IRS / governmental form stating your NGO / NFP status.

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De-Duplicate your Salesforce data with DEDUP-Manager

Are you still wasting your time working on duplicated leads / contacts / accounts?

- Watch the video - 

* Includes: Mass Merge - with related lists, Auto Mark rows (Delete Dups). Selective merge, Mass Convert, Global Detection, Auto Detection

Clean your duplicates with ease in Salesforce

Manage your Task, Events & Projects with ease on Salesforce

Managing your tasks & projects could be a tedious task - why not make it fun and easy experience for everyone?

- Watch the video - 

* the app can work with any project/tasks objects created by you or installed from the AppExchange

Update Activities in bulk for Salesforce

Notes & Attachments report on Salesforce

Everyone knows that Salesforce doesn't let you to create a report of Notes and Attachments. But what if you need to see, let's say, all Notes that were added to your Accounts / Opportunities over the last year? And furthermore, want to update a couple of hundred notes without having to click into each and every one of them?

Hint: use the Smart-Tables / Smart-Mass-Update app for Salesforce.

Below are some live screenshots:

Notes Manager - preview & filters

Notes Manager - Mass inline edit

Notes Manager - mass edit note body 

Attachment manager - Preview & filters

Attachment manager - Mass inline edit

Attachment manager - description edit

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Breaking the sound barrier for bulk updates

Every Salesforce consultant / developer can tell you that Salesforce has a lot of development constrains aka limits - the most common one is the bulk update / insert limit (aka DML limit) which limit you to 10,000 rows per request/execution on custom code.

A couple of days ago ZaapIT announced that its R&D team managed to break the 10,000 row limit for bulk updates in a single shot/click, this announcement is making ZaapIT's apps the only native apps that can perform unlimited bulk-updates of rows in a single click. 

Try the new unlimited mass update app for Salesforce.

Click here to try the app - FREE for 14 days!

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