Stop editing Salesforce reports one at a time.
Bulk Actions for Salesforce adds bulk tools to the Lightning Reports page you already use. Tick the reports you want, then copy, move or delete them all at once.
WHAT YOU CAN DO
- Batch copy — clone many reports in one click. Name copies with a pattern like {name} - Q4. Names always stay within Salesforce's 40-character limit, and duplicates get (2), (3) automatically.
- Batch move — send many reports to another folder, with a 30-second undo.
- Safe batch delete — a JSON backup is downloaded before every delete, you get a 30-second undo, and deleted reports stay in the Salesforce Recycle Bin for 15 days. Reports used on dashboards are skipped.
- Smart Search — press Ctrl+Shift+F anywhere in Salesforce. Finds reports and dashboards even when you mistype ("pipline" finds "Pipeline"). Filter by folder, creator and date.
- Restore from backup — recreate deleted reports from a backup file.
- English and Arabic interface.
PRIVATE AND SECURE
- Signs in with Salesforce OAuth 2.0 + PKCE. We never see your password.
- Your report data goes directly from your browser to your Salesforce org. We do not run a server that receives your reports.
- Tokens are encrypted in your browser.
PLANS
- Free: 10 reports per month (copy, move or delete). Smart Search is unlimited.
- Pro: unlimited bulk actions — $19/month or $190/year. Activates automatically after purchase.
REQUIREMENTS
Salesforce Lightning Experience and a Salesforce External Client App (a step-by-step guide is included in the extension settings).
Bulk Actions for Salesforce is an independent product and is not affiliated with, endorsed or sponsored by Salesforce, Inc.
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