Mass Update Tasks + Activities Tab + Create Multiple Tasks
By VersatileCapitalist, IncAdmin & Developer Tools
- Rating
- 3.8
- Reviews
- 117
- Pricing
- Free
- Listed since
- 2011
About Mass Update Tasks + Activities Tab + Create Multiple Tasks
Mass Update Tasks + Activities Tab + Create Multiple Tasks
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
Highlights
- 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
Screenshots
Image 1 of 7
Pricing
Free.
Compatibility
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on November 2, 2010
- Languages
- English
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