Can I change multiple lead record types in a list view? - Answers - Salesforce Trailblazer Community
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Dalton PerryDalton Perry 

Can I change multiple lead record types in a list view?

Hi All,

I have an existing data set of leads for a particular product line and wanted to move warmer leads into a new record type. I can edit the list view to see only those with a particular record type, but when I choose inline editing I don't have the option to change the record type to something else. ex. from "services" to "products".

Is change a list of say 20 services leads into product leads possible?

Thanks in advance.
Best Answer chosen by Dalton Perry
Jayson MoralesJayson Morales
Hi Dalton,

Unfortunately, it's not possible to do mass inline editing for record type in a list view. You need to run a report, export it to csv, update the record type id then reimport it using data loaader.

Hope that makes sense.

Regards,
Jayson

All Answers

Jayson MoralesJayson Morales
Hi Dalton,

Unfortunately, it's not possible to do mass inline editing for record type in a list view. You need to run a report, export it to csv, update the record type id then reimport it using data loaader.

Hope that makes sense.

Regards,
Jayson
This was selected as the best answer
Dalton PerryDalton Perry
Hi Jayson,

That is unfortunate, but yes your answer does make sense. Thank you for the prompt response.

Best,
Dalton