To use the SOQL filter feature in V5.3 for sending Account Update Forms in bulk, follow these steps:
- Navigate to the Account Object.
- Select the desired accounts to whom you want to send the Account Update Form.
- Click on "Send Account Update Form in Bulk."
This action will open a page where you can filter contacts using SOQL.
- In the SOQL box, add the desired SOQL query.
- Click the "Search" button.
- The page will display the filtered accounts along with their associated contacts.
- By clicking on "Send Account Update Form in Bulk," you can send the update form specifically to the filtered contacts.
By following these steps, you can utilize the SOQL filter functionality to send Account Update Forms in bulk only to the contacts that meet the specified filtering criteria.