• Pistol D
  • NEWBIE
  • 0 Points
  • Member since 2007

  • Chatter
    Feed
  • 0
    Best Answers
  • 0
    Likes Received
  • 0
    Likes Given
  • 2
    Questions
  • 1
    Replies

Hi,


I am looking for a way to update a large number of opportunity records at once from a list view. I specifically need to update the following fields:

 

Native SF Fields:

amount, stage

 

Custom Fields:

accounting stage, payment received, transaction number

 

We need this funcitonality because a number of opportunities are included on each invoice, so we need to update them all once we have sent the invoice, received payment etc. The goal is to select the items from a list view and then hit an 'Update' button that will prompt us to update the fields above with the new values.

 

I am experienced with Salesforce, but my code writing skills are minimal to subpar at best. I am thankful for any help or suggestions you may have.

DF