How do I Allow my Users to Perform Bulk Actions into Opportunities?

Updated on November 1, 2017 08:54PM by Admin

Opportunities App allows you to set privilege to those users who are given the task to perform bulk actions on the opportunities. These users will be able to use “Bulk Action” drop down found in “Show All” page of opportunities App.

Steps to Give User Permission to Perform Bulk Actions into Opportunities

  1. Log in and access opportunities App from your universal navigation menu bar.
  2. Click on “More” icon and select “Settings” located at the app header bar. 
  3. Click on “Actions” from security drop down from left navigation panel. 
  4. Locate the “Bulk Action” option from “Object” section and click on privileges drop down. 
    bulk actions
  5. Click "Create privilege" option found at the bottom of the privilege drop down. 
  6. Create privilege pop up appears. Enter the name and description of the new privilege that you want to add against the “Bulk Action” option.
    create privileges
  7. Click on "Create" button .
  8. After creating the privilege go to Employees App to give access to particular employees.
  9. Please refer this link:
  10. Now, employee Mark Henry has the privilege to perform bulk actions on opportunities. In Mark Henry login, the “Bulk Actions” drop down will be visible as shown in the image below:
    bulk actions