Edit Fields Inline on the Report Page in Salesforce

In this Salesforce tutorial, we will learn to Edit Fields Inline on the Report Page in Salesforce Lightning version.

Table of Contents

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.

Read How to create a Custom Report Type in Salesforce

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.

Salesforce Lightning Inline Editing in Reports

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.

Salesforce Reports Inline Editing in Lightning

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.

Inline Editing Lead Reports in Salesforce

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.

Salesforce Reports Inline Editing enable

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.

Inline Editing Lead Reports in Salesforce Lightning

In the same way, I have updated the Stage field of the leads report as shown in the below pictures.

Salesforce Reports Edited in Inline Editing

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.

Conclusion

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.