Скачать или смотреть Salesforce Mass Actions Made Easy [In-Depth Overview]

With Salesforce users actioning a high number of records, especially around the busier periods (e.g. quarter end), allowing them to edit multiple records at a time – in a controlled manner – becomes a lifesaver.

Since out-of-the-box options are limited, achieving this requires custom development with declarative tools such as Flow or APEX. Alternatively, there’s always the option to search for a third-party AppExchange solution, which could lead to a surprising return on investment.

Plauti collates some of the most well-known user activities (often completed manually in Salesforce or achieved through imports) under the same umbrella with their Data Action Platform. From changing record ownership to creating Tasks in bulk, there is surely at least one component of this standalone product that will help save time and alleviate work burdens for you and your team!

This in-depth overview will showcase the main features Plauti’s Data Action Platform has to offer, ideal use cases, and setup effort, as well as how fast your users will adopt this new tool.

Read the full overview here: https://www.salesforceben.com/salesfo...

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