Whether you want to correct outdated data in Salesforce, track campaign engagements, or complete routine data hygiene activities, performing these tasks manually or one by one can be tedious and cumbersome. Mass editing of opportunities streamlines these repetitive tasks speeding up your daily workflows.
Salesforce-based apps like Ascendix Search give Salesforce users efficient and easy-to-use mass editing opportunities.
In this article, we’ll compare mass editing opportunities available in Ascendix Search, a Salesforce-based product, and Salesforce itself.
Ascendix Search is a a custom-built application for Salesforce that can be easily downloaded from AppExchange and installed in CRM. Ascendix Search is used to make Salesforce search quicker, smoother and more dynamic. The tool allows users to search on the map, graphs and across multiple records, filter search results by custom criteria, and mass email Contacts, all without ever leaving Salesforce.
It successfully overcomes the following Salesforce limitations:
Ascendix Search is a great example of how both Salesforce admins and users can do mass editing opportunities to save time on manual edits, be more accurate in record updates, and perform bulk actions with Records in CRM.
Try new functionality in your upgraded version of Ascendix Search right now. Reach out to the Support Team to get assistance.
We’ll walk through how each platform handles these key actions:
Ascendix Search: Easily update up to 2,000 records at once, whether that’s just the current page or everything matching your filters. It’s fast, flexible, and ideal for large data sets.
Salesforce: Standard Salesforce has limitations – users can bulk edit only the first 200 records in the list. You can’t extend the quantity – only when you uncheck some records in the list, you can choose other records from the list.
For example, a global real estate firm that must perform mass edit and update the contact information of thousands of clients in Salesforce CRM as it expands its operations into new territories. With Ascendix Search, this firm can seamlessly update up to 2,000 records simultaneously, streamlining operations and saving valuable time for more strategic tasks.
On the other hand, consider a marketing team at a rapidly growing tech company using standard Salesforce for their campaigns. They find themselves slightly constrained, as they can only edit 200 records simultaneously. It means more time is spent cycling through record batches, manually selecting which records to update for a particular campaign, possibly slowing down their speed to market.
Ascendix Search: Want to assign follow-ups or reminders to a group of contacts or accounts? You can create up to 500 tasks in one go, right from your filtered search.
Salesforce: No built-in way to bulk create tasks for selected records – you’d have to do it manually or build a workaround.
Ascendix Search: Users can add appointments/tasks/calls conveniently from the search page up to 500 records in one go. The dropdown menu makes it quick and easy to take action from your search results.
Let’s consider a busy sales manager at a multinational corporation who needs to schedule follow-up calls with potential clients after a major industry conference. With mass edit opportunities in Ascendix Search, the manager can quickly and conveniently set up bulk appointments or tasks for up to 500 records directly from the search page.
Conversely, let’s reflect on a scenario within a non-profit organization using standard Salesforce for donor engagement. The team needs to schedule calls with donors for an upcoming fundraising campaign but cannot do this in bulk. Manually setting up individual calls for each donor potentially delays outreach efforts.
“ Adding Ascendix Search to Salesforce, is the equivalent of providing your CRM a brain. It can take the data you have curated and churn out call lists, e-mail campaigns and follow up protocols which will only underscore the value of your CRM. Ascendix Search saves you time by helping you filter your data sets by multiple variables with ease. No more hunting line by line through Salesforce for Prospects. If during a call block, I want to set up a list of Prospects by geography, size, industry, Ascendix Search gets it done in seconds. It is super user-friendly, and the Ascendix Team is always there to help get you on the right track. It is without a doubt the most valuable component to my CRM. ”
Ascendix Search: Use cross-object search functionality to find and update records based on relationships (e.g., all Properties tied to Accounts in a specific city). This is a game-changer for CRM users managing complex data models.
For example, imagine you’re planning a targeted re-engagement campaign for dormant accounts across the USA. You want to pull all Properties of different Record types available for Lease/Sales across the USA.
In standard Salesforce, this would require multiple steps or custom reports and likely some help from your admin. But with Ascendix Search’s cross-searching, you can run that search in seconds, directly within the app: create Availabilities to the specific Properties with a Record type “Sale or Lease”, apply the filters, streamlined view — then apply bulk actions right away.
Salesforce: Standard Salesforce view doesn’t facilitate cross filtering functionality based on related objects or relationships. Specifically, list views don’t support cross-object logic. You’re mostly limited to filtering within the current object only.
Ascendix Search: While all users can benefit from export capabilities, this feature is particularly valuable for system administrators. Ascendix Search includes an Export History feature that tracks every export action capturing details like who exported the data, when it happened, how many records were involved, and exactly what was exported.
This level of visibility gives admins better oversight, helping maintain data security and comply with governance policies. Export history is stored for 60 days and is only accessible to admins.
What Salesforce offers: Standard Salesforce doesn’t facilitate this functionality.
Meet Sarah, a Sales Support Specialist at a fast-moving investment firm. Her days are packed with keeping the CRM clean, prepping campaign lists, and making sure the sales team has everything they need — accurate data, follow-up tasks, and fresh call lists.
Every Monday, Sarah has to update hundreds of opportunity records, assign reminders to reps, and log calls — all before the team’s pipeline review. With standard Salesforce, that meant clicking through records one by one or building fragile exports in Excel.
Now? With Ascendix Search, Sarah filters by campaign status, updates 2,000 records in one go, and assigns bulk follow-up tasks with just a few clicks, all inside Salesforce. She’s faster, more accurate, and actually has time for proactive work.
Request a live demonstration of Ascendix Search to get practical knowledge about mass and inline editing in Ascendix Search.
Mass editing opportunities in Salesforce don’t have to be difficult or time-consuming. By leveraging custom mass-edit functionality provided by tools like Ascendix Search, Salesforce users can save enormous amounts of time, decrease human error, and significantly boost their productivity.
Whether you are performing bulk editing of hundreds of Salesforce records, logging calls, scheduling events, or promoting email campaigns, Ascendix Search equips you with the tools to save time on manual edits, be more accurate in record updates, and much more!
Ready to stop wasting time on repetitive updates? Try Ascendix Search and make bulk editing in Salesforce feel effortless. Book a demo or contact us, we’ll be happy to assist.
Kateryna creates engaging content about Salesforce consulting, Ascendix products, and CRM best practices for the commercial real estate industry and legal services. Her articles provide readers with relevant data, stats, business tricks and overviews of new industry trends and CRM updates.
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