1.8 - How to bulk update Accounts and Contacts in Salesforce
Examples shows the Account update view, same principles applies to Contacts
Kiran Durrani
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13 steps
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33 seconds
Salesforce
1
Open the Filter view.
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Click "Add Filter"
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Click "Account Record Type".
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Click "Customer". In the Contacts listview select Account record type: Contact.
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Click "Done"
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Click "Save"
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Close the filter pane
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Click "Edit List"
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Check all the records you want to bulk update
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Click on the pencil icon on the item you want to update
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Tick the box to update all the records.
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Then click "Apply"
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And lastly, click "Save"