How to Bulk Edit Records in Salesforce (2026 Guide)
Step-by-step methods for bulk editing in Salesforce Lightning, inline list view editing, Mass Update, Data Loader, and Flow. Includes when bulk edit is grayed out.
15 posts
Step-by-step methods for bulk editing in Salesforce Lightning, inline list view editing, Mass Update, Data Loader, and Flow. Includes when bulk edit is grayed out.
Step-by-step instructions for building dashboards in Salesforce Lightning Experience, components, dynamic dashboards, filters, scheduled refresh, and folder sharing.
Create deals in HubSpot from the Deals dashboard, a contact record, or a company record. Covers pipelines, stages, associations, and tier limits.
Step-by-step instructions for creating active and static segments (formerly lists) in HubSpot, covering filter logic, AND/OR criteria, common use cases, and tier limits.
Build reports in Salesforce Lightning. Choose a report type, add columns, filters, and groupings, then schedule email delivery to your team.
Build HubSpot workflows with enrollment triggers, branches, and delays. Covers Breeze AI workflow creation, common templates, and plan tier gating.
Export contacts from HubSpot to CSV or Excel. Covers all properties vs. current view, segment filters, Activities exports, and per-account limits.
Four ways to export data from Salesforce, Data Export Service, exporting reports, Data Loader, and SOQL queries via Workbench. Limits and edition gating included.
Import contacts into HubSpot from a CSV. Covers file prep, property mapping, deduplication by email, multi-object imports, and common errors.
Import contacts into Salesforce with the Data Import Wizard (up to 50k records) or Data Loader for larger sets. Covers CSV prep and field mapping.
Merge duplicate contacts in HubSpot using the duplicates tool or AI duplicate detection. Covers picking the primary record and what data merges.
Step-by-step instructions for merging duplicate leads in Salesforce Lightning Experience, using duplicate rules, choosing a master record, and what data carries over.
Track contacts, add custom fields, and set up Skills to automatically update information. Here's how to use Carly as a simple CRM.
Step-by-step instructions for exporting your contacts as CSV or Excel files from Salesforce, HubSpot, Zoho, Pipedrive, Attio, Monday.com, Freshsales, Oracle, Copper, and Close.
Carly now has a built-in CRM — AI-powered, works alongside your existing tools, and keeps your contacts updated without the busywork. Here's why we built it.