1.8 - How to bulk update Accounts and Contacts in Salesforce | Scribe

    1.8 - How to bulk update Accounts and Contacts in Salesforce

    • Kiran Durrani |
    • 13 steps |
    • 33 seconds
    • SalesforceSalesforce
    1
    Open the Filter view.
    2
    Click "Add Filter"
    3
    Click "Account Record Type".
    4
    Click "Customer". In the Contacts listview select Account record type: Contact.
    5
    Click "Done"
    6
    Click "Save"
    7
    Close the filter pane
    8
    Click "Edit List"
    9
    Check all the records you want to bulk update
    10
    Click on the pencil icon on the item you want to update
    11
    Tick the box to update all the records.
    12
    Then click "Apply"
    13
    And lastly, click "Save"