In this Salesforce tutorial, we will learn to Edit Fields Inline on the Report Page in Salesforce Lightning version.
Inline Editing of Report Fields in Salesforce
In Salesforce, with the help of inline editing, we can edit records, reports, and data from the list view. We do not have to go to the particular record to edit that if we have enabled the Inline Editing, and when permissions are assigned rightly, users can edit certain fields, for up to 200 records at a time.
While Working for a software company, that uses the Salesforce CRM tool to maintain client’s data and records. Once, we had a requirement to modify the leads Report page, I decided to do this by Inline Editing. Now, I will show you how I handled this situation and modified the reports with the help of Inline Editing.
Edit Fields inline on Salesforce Report Page
Now first, we will log in to our Salesforce account to Edit Fields Inline on the Report Page and then follow the steps below.
Step 1- On the Setup page of Salesforce Lightning, search Reports and Dashboard in the Quick Find box, and from the options in the dropdown select Report and Dashboards Settings.
Step 2- In the Report and Dashboard Settings, activate the checkbox Enable Inline Editing in Reports (Lightning Experience Only), and after activating the checkbox click on the Save button to apply changes.
Step 3- Now on the setup page of Salesforce Lightning, click on the App Launcher and search for reports, and from the options in the dropdown, select Reports.
Step 4- On the Reports page, we will see a list of reports, and from here, select a report for Inline Editing. I have selected the report New Leads Report.
Step 5- In this step, first we have to enable the Inline Editing by clicking on the button with the pencil icon Enable Field Editing.
Step 6- After enabling the field editing, a pencil icon will appear when we hover the cursor on the components. Click on that pencil icon and edit the fields, I have edited an Email field as shown in the below picture.
In the same way, I have updated the Stage field of the leads report as shown in the below pictures.
Step 7- After making the required changes through Inline Editing, click the Save button.
As we click on the Save button, the report will be updated with our changes. So, now we have successfully edited a Report by Inline Editing in Salesforce Lighting.
In this tutorial, we have learned to edit fields in reports with the help of inline editing, and with the help of an example, we successfully performed inline editing of reports in Salesforce Lightning.
You may like to read:
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- Change the Values Displayed in Lookup Field in Salesforce
- How to Mass Edit Records by Inline Editing in Salesforce
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I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.