Salesforce

Edit Resources in Bulk

« Go Back
Information
Edit Resources in Bulk
Edit-Resources-in-Bulk-1604944097159
Article Body

About

There’s an easy way to update your list of resources in bulk - you can update any of the visible fields, and apply your changes to multiple resources.

How to Edit Resources in Bulk

  1. Go to Precursive HQ
  2. Open Resources tab
  3. Select your chosen group of resources by ticking the check boxes next to their Resource ID, or select all resources by ticking the check box next to the Resource ID at the top of the column
  4. Navigate to the field you’d like to update
  5. pick the record in the column related to one of the resources you’d like to update
  6. click on the pencil icon
  7. Tick the 'update selected items' box
  8. Hit 'Apply'

Related Resources

Adding New Resources

Powered by