Enable the Mass Update Action

You enable mass update for the legacy work areas that still haven't been updated to behave like Workspace, by creating a custom layout of the landing page in Application Composer. Within the layout, you specify which fields users can update.

Create and Activate a Sandbox

1. Click Navigator > Configuration > Sandboxes.

2. On the Sandboxes page, click Create Sandbox.

3. Enter a name for your sandbox.

4. In the All Tools section, select Application Composer as the tool you want to activate for this sandbox.

5. Click Create and Enter to create and enter the sandbox.

The application displays a bar at the top of the page with the sandbox name.

Enable the Update Action and Specify the Fields in a Custom Layout

1. Open Application Composer, Navigator > Configuration > Application Composer.

2. In the navigation tree, expand Standard Objects, and then expand the object you want to modify. For example, expand the Opportunity object.

3. Within the object you're modifying, click the Pages node.

4. Ensure that the Simplified Pages tab is selected.

5. In the Landing Page Layouts region, select the Standard Layout and click Duplicate Landing Page Layout (the document icon).

6. In the Duplicate Layout window, enter a name for your layout. The Standard Layout is the source.

7. Click Save and Edit.

   Notice that your new layout is now active. The Standard Layout you copied is inactive.

   Here's a screenshot of Application Composer showing the Opportunity: Pages region. Callouts highlight some of the features.

   Callout Number	Description
   1	Pages node
   2	Duplicate Landing Page Layout button
   3	Role Name (down arrow icon) that you use to specify job roles that see the layout.

   

8. Edit the new layout to add the Update action and select the fields that users can update. Here are the steps for the Opportunities landing page:

   1. Click Edit (the pencil icon) on the Fuse Opportunity Overview Table.

   2. Navigate to the Configure Detail Form: Buttons and Actions region.

   3. In the Available Actions window, move the Update action to the Selected Actions pane. You can either double-click or use the arrow buttons.

   4. Scroll down to the Configure Mass Update Fields region.

   5. Move the fields you want users to update to the Selected Fields column.

      Tip: If entry in a field depends on the value of another field, you must expose both fields. For example, users can't enter a sales stage unless they select the sales method first.

   6. Click Save and Close, then Done.

9. By default, your custom layout is available to everyone. Here's how to restrict use of layout to specific job roles:

   1. Select the layout and click Role Name (the down arrow icon).

   2. In the Select: Roles window, click Show available predefined roles and Specific Roles.

   3. Move the job roles to the Selected Roles column and click OK.

Test and Publish the Sandbox

Test your new layout in the work area where you enabled it and publish the sandbox.

1. Click on the sandbox name in the sandbox toolbar and select Publish.

2. Click OK in the dialog box to navigate to the Sandbox Detail page.

3. In the Sandbox Detail page, click Publish again.

4. Click Continue to Publish in the warning message to confirm that you want to publish.