Salesforce Inline Editing Checkbox

In this Salesforce tutorial, we will learn how to inline edit the checkbox in Salesforce. Inline editing refers to the ability to modify the field value directly from a list view that is present on the records detail page without navigating to the edit page of the record.

This functionality saves the time of the user by directly modifying the record without moving to the edit page of the record. Salesforce gives the capacity to perform inline editing on fields including checkboxes.

Let’s take an example to clearly understand the scenario, There is a Lead object and we have a custom checkbox field and the name of the field is contracted to specify the lead has been contracted by the sales representative.

For this, we use the inline editing functionality to quickly modify or edit the contracted checkboxes one by one in the list view. We can also write the block on bulk edit the checkbox if you want to learn this topic follow the Salesforce bulk edit checkbox blog.

If you want to learn the process of how to inline edit the checkbox you have come to the right place and we learn this topic in both the editions in Salesforce Lightning and Salesforce Classic.

How to inline edit the checkbox in Salesforce Lightning

Here we will learn how to inline edit the checkbox in Salesforce Lightning. Let us take an example There is a company that sells lots of electronic products, and the company needs employees who can manage the product warranties.

When the buyer comes and buys the product they check the warranty of the product is one year or two years and it’s the responsibility of that employee to activate the warranty. There is a Product Warranty object and under this object, lots of records are present Select one of the records whose warranty we want to activate click on the pencil icon that is used as an inline editing of the Isactive checkbox, and check the checkbox and click on save button.

If you want to learn how to inline edit the checkbox in Salesforce Lightning, follow these steps:

Step-1: First Login to the Salesforce account, for logging into the Salesforce account enter the username and password and then click on the log In button. We are directly logged into the Salesforce Lightning account. Here we can learn how to inline edit the checkbox in Salesforce Lightning.

Go to the App Launcher that is present at the top left corner, and click on the app launcher. The app launcher drop-down menu is open.

We can see lots of apps are present under this app launcher. Select one of the apps but here we want to select the sales app, but on the top of the menu, we cannot see the sales app. Enter the Sales in the search box, the sales come at the top of the menu. Select the Sales.

Step-2: After clicking on the Sales, the Sales page is open. Under this Sales page, there are lots of objects present on the nav bar and we are selecting one of the objects. Here we are selecting the Product Warranties object.

After clicking on the product warranties object, the product warranties page is opened. Under this page, we can see that lots of records are present and we want to inline edit one of the records that has a warranty active checkbox.

Now we want to inline edit the record by simply checking the checkbox the checkbox is present under the Warranty Active column.

Step-3: There is a buyer who can buy the iPhone and comes to the company and buys an iPhone. The buyer checked the warranty of the iPhone and ask the employee of the company to activate the warranty.

Now the employee of the company opened the Product warranty object and the employee saw that there was an iPhone record present under the Product warranty object whose Warranty active checkbox is unchecked.

Now the employee wants to inline edit this record so simply click on the pencil icon that is present on the right side of the warranty active column.

Step-4: After clicking on the pencil icon, click on the checkbox, The checkbox is checked after checking the iPhone warranty active checkbox, our iPhone warranty is activated. and after that click on the save button.

Step-5: After clicking on the save button, the pop-up message comes at the top that your changes are saved. We can see that we can inline edit the checkbox of all the records one by one by simply clicking on the record checkbox column.

In this way, we understand how to inline edit the checkbox in Salesforce Lightning. Let’s Proceed further and learn how to inline edit the checkbox in Salesforce Classic.

Read Salesforce Add Checkbox that Automatically Checked If Record was Created Today

How to inline edit the checkbox in Salesforce Classic

Here we will learn how to inline edit the checkbox in Salesforce Classic. Lots of IT companies are present that are based in the USA. In all these companies lots of employees work as a team and all teams have a separate team lead who manages the team assigns a task to the team and also sees which team completes their task.

Here I am using the task object, under this task object lots of tsk records are present. And under this record, there is the IsCompeled task checkbox column. We can select the checkbox by the inline editing one by one and edit the record.

If the checkbox is already checked and that task is not complete we unchecked the checkbox else the checkbox is unchecked leave the checkbox as is it.

If you want to learn how to inline edit the checkbox in Salesforce Classic, follow these steps:

Step-1: When we log into the Salesforce account, the Salesforce Lightning org is open but we want to work on the Salesforce Classic account. To move to the Salesforce Classic account, click on the profile picture.

The Profile picture drop-down menu is open, under this drop-down menu, there is an option to switch to the Salesforce Classic version. Click on the switch to the Salesforce Classic version. Our Salesforce Classic org is open.

We can see that lots of objects are present on the nav bar select one of the objects. If the object you want to select is not shown on the nav bar click on the drop-down arrow that is present on the right side of the nav bar.

Click on the drop-down arrow the drop-down list of objects is open. Select one of the objects and here we are selecting the task object.

Step-2: After clicking on the task object the task page is open. Under this task page, you can see lots of records are present but all the columns of records are not shown. So to see all the columns of the records click on the go button that is present below the Task home.

Step-3: All the columns related to the task records are shown, After clicking on the go button. Now you can see that there is an IsCompled checkbox column and all these records have an IsCompleted checkbox is unchecked.

Select one of the records and here we are selecting the Car rental record after that click on the pencil icon that is present under the IsCompleted column.

Step-4: After clicking on the pencil icon, the edit IsCompleted dialogue box is open. From here we can click on the IsCompleted checkbox and our IsCompleted checkbox is checked after clicking on the checkbox and then clicking on the save button that is present at the bottom of the dialogue box.

Step-5: After clicking on the save button. We can see that we can inline edit the checkbox of all the records one by one by simply clicking on the record checkbox column that you want to edit.

So with this, we learned how to inline edit the checkbox in Salesforce Classic.

Conclusion:

Inline editing refers to the capacity to edit and modify the field value and the field values are also updated within a record detail view without having to move to a separate editing page. This inline editing allows the users to quickly make changes to a single field by simply clicking on them editing the changes and clicking on the save button.

I hope you read the complete article and we get the complete idea related to the inline edit of the checkbox in Salesforce. I have also explained all the steps of inline editing the checkbox in Salesforce Lightning and Salesforce Classic.

You may like to read:

• Mass Editing Salesforce Records with a Checkbox | Bulk Edit Checkbox in Salesforce
• Salesforce Checkbox Default Value
• Salesforce Checkbox to Picklist