Bulk Updating
Need to change the owner of many Salesforce records? Want to change close dates on many opportunities all at once? Bulk updating records in Scratchpad is a breeze. No need for clunky data loaders or frustrating import wizards, you can update hundreds of records in seconds.
Navigate to Views and open a Grid View
Select the records you want to update, max 2,200 records
Click Bulk Update from your menu bar
Select the fields you want to update and make your desired changes
The fields must be added to your Grid View
Click Review changes
Review your changes and ensure they are correct, there is NO undo button
Click Update and fields will be updated in bulk!
Exporting Views
Need to export a Scratchpad View? Easily export the view as a CSV!
Navigate to Views and open your desired Grid View
Select all or the individual records you would like to export
Click Export from your menu bar
Click Confirm
Your CSV will be emailed to you
FAQ
What if I need to export more than 2200 records?
Exports over 2200 are not supported at this time. You can use filters to narrow down the data and create multiple exports if needed.
Can you Bulk Update cross-object fields in your View?
Currently, you cannot Bulk Update cross-object fields in your View
Can you convert leads using Bulk Update?
No, you cannot mass convert Leads using Bulk Update