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Salesforce Bulk Record Field Updater

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CategoryProductivity
PlatformAll
Pricing Free
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About this app

WHAT IT DOES

This tool enables Salesforce administrators and power users to update fields across multiple records in bulk, directly from the Salesforce web interface. It scans the current list view or uses a list of record IDs you paste into the panel, displays matching records in a scrollable list with their names and IDs, and allows you to select which records to update. You specify a field API name and a new value, and the script navigates to each selected record's edit page, updates the field, and saves the change. This is especially useful for mass updates to custom fields, status changes, or correcting data across many records without using Data Loader or the Salesforce API.

WHERE IT RUNS

The script runs directly inside the Salesforce web interface (salesforce.com). It works in both Lightning and Classic experiences. It does not require a separate extension popup, background process, or external server. Everything happens within the page context, interacting with Salesforce's DOM components.

HOW TO USE

1. Navigate to a Salesforce list view (e.g., Accounts, Contacts, Opportunities) or a search results page.

2. Open the BotGentz panel.

3. Choose the record source:

- "Current List View" to use records visible on the page.

- "Paste Record IDs" to enter a list of 15- or 18-character Salesforce record IDs (one per line).

4. Enter the Field API Name (e.g., Status__c, Account_Owner__c) — this must be the exact API name.

5. Enter the New Field Value to apply.

6. Click "Scan & Update" to start the process.

7. The script will scan the page (or use pasted IDs) and display matching records in a list with checkboxes.

8. Select the records you want to update (all are checked by default).

9. Click "Update Selected Records" to begin. The script will navigate to each record's edit page, update the field, and save changes.

10. Use "Ignore Selected" to add records to an ignore list so they are not shown in future scans.

TECHNICAL MECHANISM

Unlike Data Loader or API-based tools, this script operates purely on the public DOM of the Salesforce interface. It identifies records using selectors like `tr[data-record-id]` or `.listViewRow`, extracting record IDs from data attributes or URLs. In list view mode, it scans the visible page for records and displays them. In paste mode, it matches pasted IDs against the visible records and also supports direct navigation to records not currently in the view. For each update, the script finds the edit link for the record (either the standard edit icon or via the actions dropdown), navigates to the edit page, locates the input field by its `name` attribute (matching the API name), sets the new value while dispatching input and change events to trigger React state updates, and clicks the Save button. The script then navigates back to the list view. All actions include retry logic with spacing to handle Salesforce's dynamic rendering and avoid rate limiting.

THE PANEL

The tool appears as a draggable, resizable panel on the side of your screen. You can drag it to any position by clicking and holding the header, resize it by dragging the bottom-right corner, and collapse it to a small bubble when not in use. Press the Escape key to close the panel. The panel remembers its position and size per site so it stays where you left it on your next visit.

PLEASE NOTE

This script requires the free BotGentz extension to run. It does not store any personal data except for a list of ignored record IDs, which is saved locally in your browser using GM_setValue. No data is sent to any external server. Salesforce frequently updates its interface, which may break the script. If you encounter issues, check for updates or contact support. Always test updates on a small set of records first. The script requires the field API name exactly as it appears in Salesforce's object manager.

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