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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Enable Inline Editing in Salesforce View List

Salesforce.com allow user to edit data directly in page layout when your System Administrator enable inline editing feature, except for read-only and system fields. Editable fields display a pencil icon () when you hover over the field, while non-editable fields display a lock icon ().

On top of inline editing in page layout, user also can do inline editing in view list without any effort to write any code. Many system administrators may not aware of this feature and sometimes it will not work because of some conditions.

Here are the items need to check for inline editing in page view:

1. Enable Inline Editing and Enhanced Lists
Go to Setup - App Setup - Customize - User Interface

2. Do you have record type for specific object?
If the object has multiple record types, you have to filter the view only showing 1 record type. So if you have 3 record type for Contact, you need to create 3 view. Please note, you should not have more than 1 record type in the record type filter, otherwise inline editing in view will not work.
If there is no record type for that object, you can skip this filtering.

3. Do not add Filter Logic
You are not allowed to use filter logic to enable inline editing in list view. 

4. Not for User object
As of now, this is not available for user object, please vote in IdeaExchange.


5. Edit multiple record at the same time
This feature is very nice if you need to edit many records to a same value. Select checkbox at the left of records and click pencil icon. Then select apply changes to all selected records.

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