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Bulk Update Records
Bulk Update Records

Update multiple Salesforce records at once

Laura Liggett avatar
Written by Laura Liggett
Updated over a week ago

Rip through your pipeline updates in record time! ⚡️

Keep your pipeline squeaky clean heading into your 1:1 with your manager, or when updating your pipeline before the end of the month or quarter.

How to bulk update records

  1. Go to your pipeline

  2. Select the records you want to update by clicking on the boxes

  3. Select Bulk update

  4. Fill in the fields you want to update

  5. Select Review changes

  6. Double-check everything’s good to go 👀

  7. Select Save

Now sit back and relax, your admin is done! 😎

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