Wednesday, May 6, 2015

Mass Update in Salesforce

It’s easy to be confused by all the mass update apps out there: What is the best option to mass update leads / opportunities on Salesforce? Should you use a free app or should you use a premium one?

Luckily, we have answers. Here are 3 common mass-update apps for Salesforce, and why you should or shouldn't try them.


App #1 Mass Update Anything (Windows):

This app runs outside of Salesforce with a dedicated windows GUI.
Pros: free.
Cons: it doesn't  support special fields (dependent pick-lists and others), you need to pre-fetch lookup-field IDs in order to update lookup fields, you need special permissions to use the app and you need to know SOQL .

Link to the app: Mass Update Anything (Windows)

Screenshot

App #2 Mass Update Anything (Mac os x):

This app runs outside of Salesforce with a dedicated windows GUI.
Pros: free. 
Cons: works on mac 10.5+, it doesn't  support special fields (dependent pick-lists and others), you need to pre-fetch lookup-field IDs in order to update lookup fields,you need special permissions to use the app and you need to know SOQL.

Link to the app: Mass Update Anything (Mac)

Screenshot

App #3 Smart Mass Update (Salesforce Native):

Pros: works great on Windows, Mac & Linux and it got a collection of really nice features + the app supports special fields (dependent pick-lists and others), you don't need to know SOQL (SOQL is optional)
Cons: premium app (free for 14 days )


Link to the app: Smart Mass Update 


Smart Mass Update main features:
  • Global Search + filed search 
  • Multi column/field sorting
  • Advanced Filters (spreadsheet style)
  • Mass update
  • Mass edit, mass delete
  • Views & charts
  • A layout editor
  • Server Side