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Clean Up Multiple Customizations

To clean up multiple customizations:

  1. Go to the Customizations tab.
  2. Create a new list view for clean up by clicking on Create New View.
  3. Enter a View Name and a View Unique Name.
  4. Specify the filter criteria:
    • Filter By Owner: choose All Customizations or My Customizations.
    • Filter By Additional Fields: choose Salesforce Type equals Report and Record Type equals Report.
  5. Select fields to display: 
    • Clean Up Classification
    • Clean Up Comments
    • Clean Up Status

createlist view for cleanup.PNG

  1. Restrict Visibility. You can choose to have the list view:
    • Only visible to you,
    • Visible to all users or
    • Visible to certain groups of users.
  2. Click Save.
  3. Once your list view has been created, you can multi-select customizations for clean up by checking the box beside Action.

multi select cleanup.PNG

  1. You can now choose what you want to edit for the multiple customizations selected.

For example, if you want to change the clean up status:

  1. Go to Edit Clean Up Status.
  2. Select a status such as To Be Cleaned Up.
  3. Choose to apply changes to all the selected records.
  4. Click Save.

Flaging mass customizations.PNG

 

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