Secure Mass Update Setup and Administration
Warning
Secure Mass Update is no longer supported or available for installation. The current Secure Mass Update functionality is available in the latest Conga Grid solution.-
Create field sets for the objects you would like to batch edit. Do this by going to the Setup → Customize → (Object) → Field Sets.
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At the Mass Update Settings page, click Add New to create a new Mass Update configuration row:
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When selecting Create, a button is defined automatically for that object. Clicking Add under List View and Search Results will automatically place that button under the <Object> List View and the Search Results for that Object. Below is a screen shot of the end result:
Additional Steps for Salesforce Professional Edition
The installation steps for Professional Edition Users and below are different. Please perform the following steps instead of using the automatic configuration tool:
- Go to Setup
- Go to Customize > (Object you want to configure Mass Update)
- Click Buttons, Links, and Actions
- lick New Button or Link
Fill out the following fields with the following information:
Label: “Mass Update” Name: “crmc_Mass_Update” Display Type: List Button (Check the Display checkboxes)
Behavior: Execute JavaScript Content Source: OnClick JavaScript Then, in the Required Content section, copy and paste this code:
(function (selectedIds, retUrl) {var head = document.getElementsByTagName('HEAD').item(0);var script = document.createElement ("script");script.type = "text/javascript";head.appendChild(script);script.onload = function () {MassUpdate.massUpdate(selectedIds, retUrl);};script.src = "/resource/CRMC_MassUpdate__MassUpdate?ts=" + new Date().getTime();}({!GETRECORDIDS( $ObjectType.<objectname>)},window.top.location.href));
You must insert your own Object name in the highlighted area. I.E, a Mass Update button for Accounts would have to read ( $ObjectType.Account).
Next, we must add this button to the Search Layout. Do this by going to (Object name) > Search Layouts. Then Edit the “Search Results” and “List View.”
Under the Custom Buttons list, “Mass Update” should appear under the Available Buttons list. Add it to the Selected Buttons list and click Save. Make sure that this is done in both the “Search Results” and “List View” Search Layouts.
