I have taken over a new portfolio of our business and I need to associate myself with several accounts. We utilize a field called team manager on the Customer Info object which I can manually select myself but have to do this individually. I would like to be able to update these fields in mass. What are my options?
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Thanks for sharing this here
However we are working on supporting My Portfolio widget on Dashboards, this widget lets users bulk edit Company/Relationship (MDA) records.
If you are specifically looking for updating customer Info records in bulk, salesforce default list view can be an alternative (https://ledgeviewpartners.com/blog/salesforce-bulk-update-records-in-a-list-view/)
I have taken over a new portfolio of our business and I need to associate myself with several accounts. We utilize a field called team manager on the Customer Info object which I can manually select myself but have to do this individually. I would like to be able to update these fields in mass. What are my options?
Is this for Gainsight NXT ? If this is a custom Object in GS you can try executing a Rule which can update data
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