AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Mass Update Tasks + Activities Tab + Create Multiple Tasks

Mass Update Tasks + Activities Tab + Create Multiple Tasks

Overview

  • Mass Update Tasks Due Date, Status or Task Subject or Assigned To

  • Create multiple tasks for multiple Leads, Accounts, Contacts, Opportunities and Cases

  • Activities Tab

2: Post Install Setup Instructions: Step 1: Enable Activities Tab: Click on "+" (right most tab) | 'Customize My Tabs' | Add the Activities Tab. Step 2: Add "Mass Update Task" button to Activities list view: Go to Customize | Activities | Activity Search Layouts | Activities List View | Edit the view | Add Button 'Mass Update Tasks'. Step 3: To create multiple tasks for multiple records, add "Create Tasks" button to Leads, Contacts, Accounts, Opportunities and Cases list view. Go to App Setup | Customize | Leads/Accounts/Contacts | Search Layouts | List View | Edit the view | Add Button 'Create Tasks'. 3: Customization Instructions: Extend "Mass Update Tasks" and "Mass Create Tasks". Steps to add/remove various standard or custom task fields to mass update tasks and mass create tasks page. Step 1: Goto Setup | Customize |Activities |Task Filed Sets | Step 2: Edit Mass Update Tasks and/or Mass Create Tasks Field Sets and add/remove fields to Field Sets and Save. 4: Support and Feature Request: Please post your support questions and feature requests: https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001oYD

Categories

Business Needs
Admin & Developer Tools
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package

More from VersatileCapitalist, Inc

  • by VersatileCapitalist, Inc
    No Ratings
    Industry-specific business software in the cloud. #UnleashYourSalesforce
  • by VersatileCapitalist, Inc
    1) Create Multiple Opportunities for the same Account. 2) Create Multiple Opportunities for Multiple Accounts.
  • by VersatileCapitalist, Inc
    1: Seamless click-to-dial functionality built into the Salesforce user interface as you already know it. 2: Automated call task workflow + Integrated activity history in the sidebar.
  • by VersatileCapitalist, Inc
    Does your telephone service provider use Metaswitch equipment? Ever wish for native click-to-dial functionality that didn't alter the way you use Salesforce or require retraining? If so, this is the App for you! No software to install on your PC.