In this tutorial, we are going to learn about Enabling Inline editing in Salesforce Lightning and Salesforce Classic.
Inline Editing in Salesforce
In Salesforce, we have a feature of inline editing where we can edit the records directly from the list or view instead of editing by navigating to a record page. It is very efficient for editing records that too in a few clicks and it also allows the bulk editing of the records from the list or view, which saves a lot of time.
Conditions required for Inline Editing in Salesforce
- We are required to have “edit access” for that particular object which we want to edit through inline editing.
- We should have “edit access” for the associated field for inline editing.
- The associated field and record should be editable in the page layout assigned to your profile. Like if the edit access is to the admin only then the user won’t be able to do the inline edit.
Read How to Mass Edit Records by Inline Editing in Salesforce
Enable Inline Editing in Salesforce Lightning
To Enable Inline Editing in Salesforce, login to the Salesforce developer account and follow the below steps.
Step 1- On the Setup page of Salesforce Lightning, click on the Quick Find box and then search for User Interface in the dropdown click on the User Interface which is at the bottom of the dropdown.
Step 2- Now in the User Interface setup, activate the checkbox Enable Inline Editing to enable inline editing.
Step 3- After activating the check box, scroll down and click on the Save button.
As we click on the Save button, the feature of Inline Editing will get enabled. So, this is how we enable the Inline Editing in Salesforce Lightning.
Read Edit Fields Inline on the Report Page in Salesforce
Enable Inline Editing in Salesforce Classic
To Enable Inline Editing in Salesforce Classic, login to your Salesforce account and follow the below steps.
Step 1- On the Home page of Salesforce Classic, click on the Setup tab as shown in the picture below.
Step 2- On the Setup page of Salesforce Classic, click on the Quick Find box and search User Interface and then under the heading Customize click on the User Interface.
Step 3- In the User Interface window, activate the checkbox “Enable Inline Editing” to enable the inline editing feature.
Step 4- Now after enabling the inline editing checkbox, scroll down on the same page and click on the Save button.
As we click on the Save button, the feature of Inline Editing will be get enabled in Salesforce Classic.
Conclusion
In this Salesforce tutorial, we have learned to enable Inline Editing in Salesforce Lightning and Salesforce Classic as well. We also learned about Inline Editing in Salesforce and came to know about the necessary conditions required to do Inline Editing. After enabling the Inline Editing feature, we can edit views and list records through Inline Editing.
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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.