Mass Quick Action on Salesforce Dynamic Related List

The Summer'23 release of Salesforce introduces new features that allow efficient mass updates of records on Dynamic Related Lists. This means that users no longer need to navigate away from the page to update multiple records. Additionally, this update enables the modification of up to 100 records at once, providing even greater flexibility and productivity for users. 

Why Salesforce's Dynamic Related List? 

With the Dynamic Related List feature, you have the ability to personalize the related list within the Lightning App Builder. This customization allows you to determine the number of records to be shown, specify the fields and actions that should be displayed, and apply filters to refine the content of the related list. 

Now let's add a dynamic-related list on the page.

Add Dynamic Related Lists to the Lightning Page. 

Follow the steps below to add the Dynamic Related List - Single component on a Lightning Record Page. In this example, we will add the Dynamic Related List to an Account record page. 

1. Click on Setup. 
2. Click on Object Manager, and Select Account. 
3. Select Lightning Record Page, and Click on Account Record Page. 
4. Click On Edit. 
5. Drag and drop Dynamic Related List – Single on the canvas. 

Create Quick Action for the Target Object. 

In this example, we will be creating quick action for the contact object. To create quick action, follow the steps below: 

1. Click on Setup. 
2. Click on Object Manager and Select Contact. 
3. Select Buttons, Links, and Actions, Click on New Action. 
4. Fill in the details as shown in the below Image: 

Now go back to the Account Record Page & click on Edit Page from the Settings Button Icon. 

Follow the Below Steps to configure it: 

1. On the Right Vertical Information section, scroll below to the Actions fields. 
2. Click on the Add Action button.  
3. Search for the Newly created Quick Action & Click Done.
4. Save the Changes & return to the Account Record Page.  

Below is the image for our Example: 

Now it's time to Test! 

In this example, we are updating 2 contact records related to Express Logistics and Transport Account record. 

We will be modifying the Name, Title & Email fields in this example. 

Select both the contact records and click on the Update Record Button as shown in the above image. 

As you can see, we have updated:  

1. Last Name field to Smith. 
2. Email field to John@gmail.com 
3. Title field to CEO. 

Click Here to see release notes on Mass Quick Action on Dynamic Related List.

If you have any questions you can reach out our Salesforce Consulting team here.