Friday, December 19, 2014

Inline Editing in Salesforce.com

Inline Editing in Salesforce.com

 

Salesforce.com provides Inline Editing feature which is applicable to the entire organization – ADM 201 Certification Question

Inline editing is a feature by which one can edit a record without pressing the edit button. User goes to the detail page, doubles click on a field, changes to a new value and presses save. This process makes sure the field value is updated to the new value.

Inline editing limitations:-
  • Does not work for all fields, some fields are exception to Inline editing like opportunity stage.
  • Inline editing can not be turned on for one user and turned off for another. It is global and works for all or none – ADM 201 Certification Question
To set inline editing go to: Setup – customize – UI Settings – inline editing

Business advantage:- Saves on the no. of clicks required to edit a record.

Point to Remember:- If you have changed a value using Inline Editing but forgot to press the save button then those changes will not be saved and will get discarded as soon as you close that particular window.

 

 


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