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Bulk Update and Export Views
Bulk Update and Export Views

Learn how to Bulk Update records in Scratchpad and Export your Views

Updated over a week ago

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.

  1. Navigate to Views and open a Grid View

  2. Select the records you want to update, max 2,200 records

  3. Click Bulk Update from your menu bar

  4. Select the fields you want to update and make your desired changes

    • The fields must be added to your Grid View

  5. Click Review changes

  6. Review your changes and ensure they are correct, there is NO undo button

  7. Click Update and fields will be updated in bulk!

Exporting Views


Need to export a Scratchpad View? Easily export the view as a CSV!

  1. Navigate to Views and open your desired Grid View

  2. Select all or the individual records you would like to export

  3. Click Export from your menu bar

  4. Click Confirm

  5. Your CSV will be emailed to you

FAQ


Can I export a grouped view?

Today, you cannot export from a grouped view. You can remove the group and then export.

What if I need to export more than 2200 records?

Exports over 2200 are not supported at this time. Use filters to create multiple exports if needed.

Can you Bulk Update cross-object fields in your Pipeline View?

Currently, you cannot Bulk Update cross-object fields in your Pipeline View

Can you convert leads using Bulk Update?

No, you cannot mass convert Leads using Bulk Update


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