Updating Attendance records in Salesforce
You can update multiple Attendance records at the same time using a list view.
• Go to the ‘Attendance’ home page
• By default, ‘Recent’ attendance records will appear here - these are records which you have last accessed.
• Click ‘Create New View’
• The list view Edit page will then appear as below
Step 1: Enter view name
Enter the name of your event as the name of the list. This means you will be able to find the list view for this event easily from the home page next time.
Step 2: Specify filter criteria
You will need to set the filters so that attendance records for your event appear in the list view.
• Make sure you select ‘All attendance’
• Select ‘Event’ as one of the filters, and then enter the name of your event (exactly as it appears on the Event record).
• Select ‘Record type’ as a filter, and then select ‘Basic’.
All record types in a list view must be the same in order to do a mass update. For most events, the Attendance record type will be Basic.
Step 3 Select the fields to display
• This is where you can select the fields you want to appear in the list view. You should select the fields that are useful to you, but should include Name, Event and Attendance status as minimum.
• You can select a field by highlighting it in the ‘Available fields’ column, and then clicking the
‘Add’ button to move it across.
Press ‘Save’ when everything has been set up.
Mass changing Attendance Status
You will now see a list view of all the attendance records for the event.
• Select the records you would to change using the checkbox on the left hand side.
• Click into Attendance status on one of the records
• A pop up will then appear (see below)
• Select the value you want to change to in the drop-down
• Choose the ‘All selected records’ option to update all the records you have changed
Click ‘Save’- you’ll then be taken back to list view and the records will be updated.