• View and Edit Case Details from the List View with Case Hover in Lightning Experience Agents can save time by previewing, editing, and deleting cases directly from the list view with a compact preview that appears when they hover on the case subject.
  • To be able to mass edit records in Propertybase from the list views you first need to ensure Inline Editing and Enhanced Lists is enabled in the setup area for your org. Once the editing permissions are set you need to have the field Record Type included in the filters on the list view.
  • You can add quick actions to list view but not the ones that are invoking lightning components. I tried for example to create quick action that creates a record then I added it to a list view from Setup-> Object Manager -> Desired Object -> Search layouts -> List View -> Click edit -> Move quick actions in duallistbox in List View Actions in ...
  • Add Filters, Filter Criteria, Filter Logic as per your requirements to create the list view. 2. Invoke Mass Email Feature from the Opportunity Summary Page. Select the respective 'Opportunity List View' from the drop down on the Summary page and click on the 'Email Via MassMailer' button. Classic: Lightning: 3.
  • Is it possible to in-line edit a related list record from the parent record in Enterprise editiion? 3 answers Can we currently inline edit a related list in Lightning? 6 answers inline edit related list 3 answers Can edits be done from a related list similar to inline editing from a list view?
  • ・Mass insert, mass clone, mass update, mass delete, ALL-IN-ONE. Support for both Classic and Lightning! ・Export record data to CSV file. ・Mass copy & paste from Excel with multiple rows and cells data. It works on almost all of Salesforce list view, needs no page jumping, no any setting, and no kidding.
  • Jul 20, 2019 · You will receive a summary email from Salesforce letting you know your List Email was processed and a link to view details about the email. Creating a Professional Mass Email. Now that you know how to send a mass email in Salesforce Lightning, you’ll want to think about best practices in regards to email marketing techniques.
  • To be able to mass edit records in Propertybase from the list views you first need to ensure Inline Editing and Enhanced Lists is enabled in the setup area for your org. Once the editing permissions are set you need to have the field Record Type included in the filters on the list view.
  • In Lightning Experience, create a list from the List View Controls menu (). Select New to start from scratch (or use Clone to leverage an existing list). Just like in Salesforce Classic, when creating a list view in Lightning Experience you assign a name, add filters, and pick the fields to show. But the setup flow occurs in stages now.

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