Bulk Update and Export Views

Learn how to use Scratchpad to bulk update records or export them as a CSV

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? 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.

  1. Navigate to Pipeline and open a Grid View

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

    • We recommend that you create a new view with the specific filters you're looking for to ensure nothing falls through the cracks!

  3. Click Bulk Update from your menu bar

  4. A pop-up window will appear to select the fields you want to update, the fields must be added to your Grid View to populate here. Click Review changes.

  5. Review your changes and ensure they are correct

    • Pay close attention here! There is NO undo button so make sure the changes are accurate

  6. Click Update and you're all set!

Exporting Views


Once you’ve taken advantage of bulk updates, you may need the information moved over to Excel or GSheets. With Scratchpad’s export capability, you can easily export a full view into your desired spreadsheet app.

  1. Navigate to Pipeline and open a Grid View you'd like to export

  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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