User Ideas, Improvements and Issues

Adding Notes to Multiple Accounts

I have a really quick question for you both: Is there a way to add a generic note to multiple accounts in Salesforce at one time?

(This person’s question is an example of what we would like to be able to do in Salesforce: https://trailblazers.salesforce.com/answers?id=90630000000gwOPAAY)

We have recently received some requests to make entries in Salesforce for various Member Firms & the note that needs to be placed in each account is generic.

We’re hoping that there is a way to add a note to multiple accounts at one time & would appreciate any help that you may be able to provide!

  • Guest
  • Jul 2 2020
  • Will not implement
Software or Initiative Salesforce
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