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Mass Update Tasks + Activities Tab + Create Multiple Tasks
Mass Update Tasks + Activities Tab + Create Multiple Tasks
Overview
1: Create multiple tasks for multiple Leads, Accounts, Contacts, Opportunities and Cases.
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
- FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- Native AppNo LimitsLightning ReadyManaged Package