Salesforce: List View Mass Action in Lightning Experience

In Spring ’18 release, Salesforce introduces Quick Actions in Lightning Experience on List View, but only applicable to Case, Lead, and custom objects only. With this user can do mass action on the selected records.

Use case: Universal Container would like to allow the Marketing team to mass update the Industry on Lead, rather than do it one by one. 

Inline editing in List View is a good option, however, inline editing does not support multiple record types in a list view, and not all fields are supported for inline editing, so creating a function to mass update would be preferred and faster.

Solution: implement Quick action for List View.

Note: this will add the button to all list views, except Recently Viewed, and you can't hide this button from a specific list view, or make the button only visible to a specific list view or user profile.


1. Create New Action
From the Setup menu, navigate to the Lead object, look for the Buttons, Links, and Actions menu.
Click the New Action button, enter/select the following values:

Add the Industry field and remove all other fields.

In some cases, you may need to Predefined Field Values for selected fields for users' productivity, but in my use case, it is not required.


2. Add button to the layout
Stay in the Lead object, click Search Layouts for Salesforce Classic menu, then click Edit under the arrow on List View. Change Industry should be available under "List View Actions in Lightning Experience"
Select the action and click the add arrow button.

3. Lead tab
Click the Lead tab, you need to select a view, such as My Unread Leads, or any list view created, except Recently Viewed. You should see the "Change Industry" button, you maybe need to click the arrow button to show more buttons available, this is because it only the first 3 buttons shown on the list page.

4. Select records

Select a list view, but not the default "Recently Viewed", then select multiple lead records, up to 200 records from the list view.
Click the "Change Industry" button, and select an industry from picklist values, this will update the industry from all Leads selected. Click the Save button, and then the OK button to confirm.

Now, all Leads selected earlier will be no longer selected and Industry value is updated.


Extra

If you would like to make "Banking" the default value, go back to your action, and set the Predefined Field Values.

Reference:

• Mass Quick Actions in Lightning Experience
• Set Up Mass Quick Actions