Enable Bulk Editing

Overview

This guide covers the essentials of setting up Bulk Edit capabilities within your Data Table. By combining row selection (checkboxes) with Header Actions, you can empower your users to update multiple records simultaneously, significantly reducing manual data entry time.

What You’ll Achieve

In this tutorial, you will learn how to:

• Enable Multi-Row Selection: Activate checkboxes that allow users to select multiple records for a single batch action.

• Configure the "Edit Selected" Interaction: Set up the specific interaction that launches a pre-built modal. This window automatically displays only the fields you have already marked as Editable in your data mappings.

• Automate Mass Updates: Use the built-in bulk update logic. Once the user submits their changes in the modal, the component automatically handles the mass update to Salesforce—no additional flow or complex logic is required

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Guided Steps

1

Set Up Your Data Table

Add the Data Table component to your page and establish your Data Source (usually a Query). Map your initial fields to columns and configure your basic layout settings, such as the header title and any necessary filters.

2

Enable Editable Fields

• Go to the Data Mappings section.

• Click on the Column Name you want users to be able to edit.

• Toggle the Editable attribute to ON.

• Repeat this for every field you want to appear in the bulk edit modal

The Bulk Edit feature only applies to fields explicitly marked as editable.

3

Allow Multi-Row Selection

To edit multiple records at once, your users must be able to select them.

• In the Properties Panel, find the Max Row Selection attribute.

• Ensure this is either left blank (for unlimited selection) or set to a number greater than one.

4

Create the "Bulk Edit" Header Action

Now, create the button that users will click to start the process.

• Navigate to the Header section in the Properties Panel.

• Add a new Action.

• Label it clearly (e.g., "Bulk Edit" or "Update Selected"). This button will appear in the top-right corner of your table.

5

Make the header action functional

This is the logic that makes the button work.

• Switch to the Interactions tab.

• Select the Header Action Click event.

• Target Name: Select the "Bulk Edit" button you created in Step 4.

• Type of Interaction: Choose Edit Selected Records.

• (Optional) Configure a Success Message to confirm when records have been updated.

6

Activate and test

Save your changes and preview the table. Select multiple rows using the checkboxes, click your new "Bulk Edit" button, and a modal will appear. Once you save changes in that modal, the Data Table will automatically commit them to Salesforce.