Lightning Experience: List View Mass Actions

Lightning Experience: List View Mass Actions

In the Spring ’18 release, Salesforce introduces Quick Actions in Lightning Experience on ListView, but only applicable to Case, Lead, and custom objects only. With this user can do mass action on the selected records.

Here is the use case:
Cor Container would like to allow the Marketing team to mass update Industry on Lead. Rather than do it one by one, even using inline editing in View, the mass update would be preferred and faster.

Solution: implement Quick action for List View

1. Create New Action:-
From the Setup menu, navigate to the Lead object, and look for the Buttons, Links, and Actions menu.
Click the New Action button, and enter/select the following values:

In some cases, you may need to Predefined Field Values for selected fields for users’ productivity, but in my use case, it is not required.

2. Add a button to the layout
Stay in the Lead object, click the Search Layouts menu, then select Edit under ListView.
Change Industry should be available under “List View Actions in Lightning Experience”
Select the action and click the add arrow button.

3. Lead tab
Click the Lead tab, you need to select a view, such as My Unread Leads, or any list view created, except Recently Viewed. You should see the “Change Industry” button, you may need to click the arrow button to show more buttons available, this is because it is only the first 3 buttons shown on the list page.

4. Select records
Select multiple lead records, up to 200 records from the list view.
Click the “Change Industry” button, and select an industry from picklist values, this will update the industry from all Leads selected.
Click the Save button, and then the OK button to confirm.

Now, all Leads selected earlier will be no longer selected and the Industry value is updated.