HELLO Salesforce Thinkers, In our previous blog we learned about “Enforce login IP ranges on every request” in this blog we are going to learn “Inline Editing in Salesforce – Mass Edit Records”.

Inline editing is a feature by which we can edit a record without pressing the edit button. 

We can go to the detail page, doubles click on a field, changes to a new value and click on Save and field value is updated to the new value.

HOW TO ENABLE INLINE EDITING?

NAVIGATE TO:

Setup >> User Interface

Select Enable Inline Editing and Enable Enhanced Lists then click Save.

Editable fields display a pencil icon when we hover mouse over the field, while non-editable fields display a lock icon.

List Views:

List views are the list of records we see when we click on a tab. We can mass edit records from these list views.

To be able to mass edit records from the list views we first need to ensure Inline Editing and  Enhanced Lists is enabled in the setup area for our org.

Configurations for Inline Editing:

1. Edit permission: Make sure user have edit permission to the records and object.

2. Have a single Record Type in the View’s filter: Once the editing permissions are set we need to have the field Record Type included in the filters on the list view. This only works with a single record type. So if we have 3 record types, we need to create 3 view.  If there is no record type for that object, you can skip this filtering.
Also we must make sure that the fields we are trying to mass update are on the page layout of the record type we are filtering by.  

3. Add the column to the Selected Fields to Display as below: we need to ensure that the field we want to edit is included in the fields visible in the list view.

4. Do not add Filter Logic:
We are not allowed to use Filter Logic to enable inline editing in list view. Also if a field is a part of look up filter criteria you will not be able to inline edit the field.  

5. Field Dependency: Neither the Controlling nor Dependent Picklist fields can be modified through the use of the inline modification on list views.

User setting and permission considerations:

• The “Mass Edits from Lists” permission must be enabled for user profile to inline edit multiple records at once.
• Inline editing is not available when the viewer (User) has Accessibility Mode enabled.

Now let’s see how to edit records directly from the List View?

Make sure the Enable Inline Editing and Enable Enhanced Lists settings are turned on.

First we select all of the records in the view that we want to edit. Then by double clicking on a value(Email, Mobile) in the field/column. We can update the field.

A pop up will appear, for us to select the value that we want to update the selected records to, as shown in the below figure:

We can update a single record, or update all records.

To update a single record select “The record clicked”.

To update all selected records select “All 20 selected records”.

Then click on Save.

Points to remember:

• Long Text and Rich Text Area Fields are not editable in the Enhanced List View.
• Inline editing not work for all fields, some fields are exception to Inline editing like opportunity stage, Amount, Forecast Category, Account Name in Opportunity .
• For Activities, currently you can use inline editing to update certain fields (such as Subject, Purpose, Type, Comments), but not others (Due Date, Name, Related To, Priority, Status, Assigned To, Record Type). 
• If we want to inline edit tasks or events, we must include a filter in the list criteria that restricts the list to displaying either tasks or events, not both. Include a filter of “Task EQUALS True” to edit tasks, or  “Task EQUALS False” to edit events.
• Products can only be inline edited one at a time.
• Person Accounts – If organization uses Person Accounts, we must include a filter in Account list views.
• Record Type cannot be edited for the Case Object even if we have our list view filtered only on Single Record type.

Thank you for reading this blog, hope it is helpful.