Is there anyway to Bulk Edit a field in Contacts? I want to check a box for all. - Answers - Salesforce Trailblazer Community
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Adrienne MatthewsAdrienne Matthews 

Is there anyway to Bulk Edit a field in Contacts? I want to check a box for all.

I created a default checked box field for Contacts.  But the check default does not appear for existing Contacts.  I want to bulk edit to check the box for all.  Any ideas?
Best Answer chosen by Moderator (salesforce.com) 
Nebojsa ZgonjaninNebojsa Zgonjanin
You can use List View and edit up to 200 records at once using inline editing.

Using Inline Editing in Lists

Available in: All Editions except Database.com

User Permissions Needed
To use inline editing in an enhanced list:“Mass Edit from Lists”

If both inline editing and enhanced lists are enabled, you can edit records directly in a list. Editable fields display a pencil icon (Editable Field) when you hover over the field, while non-editable fields display a lock icon (Uneditable Field).

Warning
In enhanced list views, when different users make inline edits to the same fields on a record simultaneously, records are updated with the most recent edit without a conflict error message.

To edit one record, double-click the editable value, specify a new value, and click OK.

If you have the “Mass Edit from Lists” permission, you can edit up to 200 records at once. To edit multiple records:
  1. Select the checkbox next to each record you want to update. If you select records on multiple pages, Salesforce remembers which records are selected.
  2. Double-click one of the cells you want to edit. A dialog box displays allowing you to apply your edit to one record, or to every record selected.
Note
You cannot edit multiple product records at once, they must be edited one at a time.

If you encounter any errors when trying to update records, a console window displays showing the name of each record in error (if known), as well as a description of why the error occurred. Click the name of a record in the console window to open that record's detail page in a new window. Salesforce keeps track of the records you've clicked in the error console by displaying them in gray, strike-through text.

Note
To view the error console, pop-up blockers must be disabled for the Salesforce domain. To check if your browser allows pop-up windows, click Your Name | Setup | My Personal Information | Reminders, and then click Preview Reminder Alert.

Tips for Using Inline Editing with Lists

Note the following tips when using inline editing with lists:

  • Some standard fields do not support inline editing. For example, Case Status, Opportunity Stage, Opportunity Amount, Opportunity Quantity and Lead Status, and most Task and Event fields can only be edited from a record's edit page. For more information, see Editing Data Using Inline Editing.
  • If your organization uses record types, inline editing with lists is only available when all of the records in the list are of the same record type. Therefore, you must specify a filter of Record Type equals X, where X is the name of a single record type (or blank for the master record type).
  • To perform inline editing on an enhanced list, filter logic must be turned off in the list view filter criteria.
  • For lists of activities, you must specify an additional filter of either Task equals True (for tasks) or Task equals False (for events) for inline editing to be available.
  • If your organization is using Person Accounts:
    • You can't use inline editing to change them from a Contact list. You can only inline edit Person Accounts from an Account list.
    • You can only use inline editing on contacts associated to business accounts by specifying an additional filter of Is Person Account EQUALS False in your list criteria.

All Answers

Andy HaganAndy Hagan
The way i would do it is via dataloader and enter 'True' for the field you want checked in the .csv file. You could either run a report with salesforce to extract all contact and put a filter on for checkbox=False so you only get the ones that need and export as csv or similarly extract through dataloader and add the condition to your query. Then just change all the False in the checkbox colum to true then update via dataloader. Hope that makes sense.

Sandeep MahalSandeep Mahal
Default value of checkbox will be applied to new records only. You need to update all the existing contact records either using data loader or executing an apex script anonymously (system log or via eclipse). You can use the latter option, even if you are not a seasoned developer and # of records are less than 50K (just run the below script in system log or in eclipse):-

List<Contact> lContacts = [select checkboxField__c from Contact where checkboxField__c=false];
for (Contact cn : lContacts) {
      cn.checkboxField__c = true;
}
update lContacts;
Doug MacGregorDoug MacGregor
Or if you do not have experience with the data loader, you can so it in a view with in-line editing (has to be turned on).  So, create your view with the filters that the box is unchecked and also make sure that you narrow it to one record type (if you do not in-line editing won't be available).  Now you should be able to mass check the boxes.

Of course, this method will take some time if you have thousands & thousands of records, since you can only update a few hundred at a time.
Nebojsa ZgonjaninNebojsa Zgonjanin
You can use List View and edit up to 200 records at once using inline editing.

Using Inline Editing in Lists

Available in: All Editions except Database.com

User Permissions Needed
To use inline editing in an enhanced list:“Mass Edit from Lists”

If both inline editing and enhanced lists are enabled, you can edit records directly in a list. Editable fields display a pencil icon (Editable Field) when you hover over the field, while non-editable fields display a lock icon (Uneditable Field).

Warning
In enhanced list views, when different users make inline edits to the same fields on a record simultaneously, records are updated with the most recent edit without a conflict error message.

To edit one record, double-click the editable value, specify a new value, and click OK.

If you have the “Mass Edit from Lists” permission, you can edit up to 200 records at once. To edit multiple records:
  1. Select the checkbox next to each record you want to update. If you select records on multiple pages, Salesforce remembers which records are selected.
  2. Double-click one of the cells you want to edit. A dialog box displays allowing you to apply your edit to one record, or to every record selected.
Note
You cannot edit multiple product records at once, they must be edited one at a time.

If you encounter any errors when trying to update records, a console window displays showing the name of each record in error (if known), as well as a description of why the error occurred. Click the name of a record in the console window to open that record's detail page in a new window. Salesforce keeps track of the records you've clicked in the error console by displaying them in gray, strike-through text.

Note
To view the error console, pop-up blockers must be disabled for the Salesforce domain. To check if your browser allows pop-up windows, click Your Name | Setup | My Personal Information | Reminders, and then click Preview Reminder Alert.

Tips for Using Inline Editing with Lists

Note the following tips when using inline editing with lists:

  • Some standard fields do not support inline editing. For example, Case Status, Opportunity Stage, Opportunity Amount, Opportunity Quantity and Lead Status, and most Task and Event fields can only be edited from a record's edit page. For more information, see Editing Data Using Inline Editing.
  • If your organization uses record types, inline editing with lists is only available when all of the records in the list are of the same record type. Therefore, you must specify a filter of Record Type equals X, where X is the name of a single record type (or blank for the master record type).
  • To perform inline editing on an enhanced list, filter logic must be turned off in the list view filter criteria.
  • For lists of activities, you must specify an additional filter of either Task equals True (for tasks) or Task equals False (for events) for inline editing to be available.
  • If your organization is using Person Accounts:
    • You can't use inline editing to change them from a Contact list. You can only inline edit Person Accounts from an Account list.
    • You can only use inline editing on contacts associated to business accounts by specifying an additional filter of Is Person Account EQUALS False in your list criteria.

This was selected as the best answer
Adrienne MatthewsAdrienne Matthews
Thanks all for your responses.  I have successfully bulk edited using in-line editing.