Bulk updates of account-related records from related lists
Key Takeaway
Bulk update from related lists needs three parts: "Let users perform bulk edit" enabled for the user's profile in the Admin Console, a custom list button that opens the bulk update page, and that button added to the related list on the page layout.
In Life Sciences Cloud, users can update several account-related records in one action from a related list. They don't have to open and edit each record. An admin sets up the feature in three parts. The admin enables bulk edit for user profiles, creates a custom list button that opens the bulk update page, and adds that button to the related list on the account page layout.
What bulk update from related lists does
Bulk update from related lists lets users update multiple account-related records in a single action. The user starts from a related list on the account record page.
The feature is available in Lightning Experience, in Enterprise and Unlimited Editions with Life Sciences Cloud, the Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
Priya is a key account manager looking at the account record for Lakeside General Hospital. A related list on the page shows 25 records that all need the same field value changed. Without bulk update, she would open and edit each of the 25 records one by one. With bulk update set up, she clicks the custom button on the related list and updates the records in a single action.