How to Add the Mass Edit and Mass Update Buttons onto the Capital Account Related List

Modified on Mon, 15 Oct 2018 at 04:30 PM

Provided below is a Freshdesk Article with instructions on how to add the 'Mass Edit' and 'Mass Update' buttons onto the Capital Account Related List on the Capital Commitment record in Salesforce.


Navigate to the appropriate Capital Commitment record:

  • Click Edit Layout.
  • Click the 'Wrench icon' on the Capital Accounts related list.
  • Click the icon next to Buttons.
  • Move the Mass Update and Mass Edit buttons to 'Selected Buttons' column.
  • Click OK.
  • Click Save.