Update Multiple Records at the Same Time

You can update multiple fields in multiple records at the same time in Workspace and in individual work areas that use the same Workspace features.

For example, you can update the sales stage on multiple opportunities at the same time with just a few clicks. Or update rank and deal size on several leads at once.

Note: Your administrator must enable both the mass update and the mass actions Adaptive Search parameters for this feature to work. In addition, they must also use the Configure UI tab from the Configure Adaptive Search page to specify which fields to enable for mass update. They must select the Mass Update check box and have at least four fields selected for both standard and custom objects.

You can also mass update additional fields on multiple records. These additional fields include choice list fields based on objects that aren't available in Adaptive Search. This makes the mass update feature more usable and complete.

1. Highlight the records that you want to update.

   Use the standard ways of selecting items: press the CTRL key to select individual records. Press and hold the Shift key to select a range.

2. Right-click on the mouse and select Update from the list.

3. On the Update page, select the fields you want to update and enter the new values.

4. Click Update.

5. Confirm your action in the dialog box.