Edit Selected Records

The Edit Selected Records interaction applies a field update to the records the user has selected in the data table.

Overview

The Edit Selected Records interaction edits one or more Salesforce records selected by the user. Use this interaction only on components that have the option to select items, such as the Data Table.

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Configuration

On Success

The interactions to execute when the records are edited successfully. Accepted interactions are: Show Toast, Flow Navigation, Refresh All Queries and Fire Confetti.

On Error

The interactions to execute when the record edition fails. Accepted interactions are: Show Toast, Flow Navigation, Refresh All Queries and Fire Confetti.

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Asking for Confirmation

To ask the user to confirm before the records are edited, nest the Edit Selected Records interaction inside an Open Confirm interaction: the confirmation dialog is displayed first, and the edit only runs when the user clicks "OK". The nested variant offers the same On Success and On Error settings. Outside of an Open Confirm interaction, use the standard Edit Selected Records interaction directly.

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Example

Imagine a Data Table listing leads with selection enabled. The user selects a batch of leads and triggers an Edit Selected Records interaction from a header action to apply the change to every selected record at once. On success, a Refresh All Queries interaction updates the table with the new values, and a Show Toast interaction confirms the update.