Need to change the owner of many Salesforce records? Want to change close dates on many opportunities all at once? Or, how about updating hundreds of records quickly after adding a new field? We have great news!
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 with the Scratchpad pipeline grid view. Simply customize views by adding fields and filters for opportunities, accounts, and contacts or leads and then use bulk updates for faster and more control over these views.
👉 Learn how to Bulk Update!
Once you’ve taken advantage of making a bulk update, you may need the information moved over to Excel or GSheets. With Scratchpad’s export feature, you can easily export a full view into your desired spreadsheet app!
👉 Learn how to export views!
Bulk Updating
Select the Pipeline option from the upper left-hand corner of your Scratchpad screen
Open a Grid View that includes the records and fields you'd like to update - you can customize your grid view following the steps in this article.
From the left-hand side of the grid, you'll need to select the records you want to update. We recommend that you create a new view with the specific filters you're looking for to ensure nothing falls through the cracks! (click here to see how to create new grid views)
Click on the square at the top of the list to select all records (🚨 max 1,000 can be updated at a time)
If you don't want to select all records, click on the individual number next to a record (a check box will appear) to simply select a group of records from your list
A new menu will appear at the top of your Grid view where the filter and filter option once appeared - Click Bulk Update!
→ This menu will also display of the total number of records that have been selected
A pop-up window will appear and you can now select the fields to be updated. Simply type the new changes directly in the form. You can update multiple fields at the same time! 🚨 Field must be present in your grid view to appear in this pop-up window.
Click Review at the bottom of the window once all changes are complete
A new window will pop up giving you a chance to review your changes and ensure these are correct
⛔️ Pay close attention here! There is NO undo button so make sure the changes are accurate
Click Update and you're all set to go!
You'll see a message at the top of your screen showing the progress of your updates. Depending on how many changes you're making, the time here can vary. If you'd like, you can move on to other tasks as the updates will continue to process in the background. You'll receive a notification once all updates are complete!
❓ 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 Updates.
Exporting Views
Go to your Pipeline view you wish to export
Select all or just the records you would like to export by clicking on the [] on the left hand side of your screen.
This will create an "Export" button to the right of your grid's title. Click EXPORT
CONFIRM this action
Your CSV will be emailed to you!
🚨 Limitations
*Grouped pipeline views are unable to be exported at this time. Feel free to duplicate your grouped view, "Remove Group," and then export.
*Exports over 2200 are not supported at this time. Use filters to create multiple exports if needed. Also, please be patient with larger exports as these could take several hours to arrive in your inbox.
❓ Can you upload files to Scratchpad?
→ Currently, you cannot upload files to Scratchpad.
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