Enable Mass Update

Here's how to make it possible for salespeople to update multiple records at the same time while using Workspace, Accounts, Contacts, Leads, Opportunities, and the other work areas in CX Sales that now use Adaptive Search.

1. Navigate to the Setup and Maintenance work area, open the Configure Adaptive Search task:

   • Offering: Sales

   • Functional Area: Sales Foundation

   • Show: All Tasks

   • Task: Configure Adaptive Search

2. On the Configure Adaptive Search page, click Parameters (callout 1).

3. Click Edit.

   Here's a screenshot of the page after you click Edit.

   

4. In the Enable Mass Update row, Current Value column, enter Y (callout 2).

5. Click Save and Close.