Objective

How to add the Update Agreement button to Agreement list view so that multiple agreements can be updated at once?

Environment

SalesForce

Steps

Following are the steps to add the Update Agreement button to the view:

  1. Navigate to Setup in SalesForce and then Object Manager.

  2. Click the Agreement object.

    000207422_Image1
  3. Select Search Layouts.

  4. Edit Search Results.

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  5. Add Update Agreement to the list and save.

    000207422_Image3
  6. Once the Button is added, go to the Agreements tab and select any list view.
    The Update Agreement button is shown.

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Additional information

You can use this button to update agreements in bulk if there is a draft agreement, as they do not have the Update button when you open the agreement record.

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