Inline editing in Salesforce allows users to quickly edit field values directly from list views and record pages without navigating to the edit mode. This feature enhances productivity by making data updates seamless. Follow this guide to enable inline editing in Salesforce.

Step 1: Enable Inline Editing in Setup

To enable inline editing in Salesforce, follow these steps:

1. Log in to Salesforce with admin credentials.
2. Click on the gear icon and select Setup.
3. In the Quick Find search bar, type User Interface and select User Interface from the results.
4. Scroll down to find the option Enable Inline Editing.
5. Check the box next to Enable Inline Editing.
6. Click Save to apply the changes.

Step 2: Enable Enhanced Lists

Inline editing works in list views only when Enhanced Lists is enabled. To ensure it’s active:

1. In Setup, navigate back to User Interface settings.
2. Look for Enable Enhanced Lists and make sure the checkbox is selected.
3. Click Save if changes were made.

Step 3: Verify Inline Editing in List Views

Once enabled, you can test inline editing in list views:

1. Navigate to Object Tab (e.g., Accounts, Contacts, Opportunities).
2. Select a List View other than “Recently Viewed.”
3. Hover over a field; if a pencil icon appears, inline editing is enabled.
4. Click the pencil icon, enter the new value, and press Enter or Save.

Note: Not all fields support inline editing. Read-only, formula, and system fields cannot be edited inline.

Step 4: Enable Inline Editing for Record Pages

For record pages, inline editing is enabled by default for supported fields. If it’s not working:

1. Navigate to the record page in Lightning App Builder.
2. Ensure the fields are using Standard Record Detail components.
3. If using custom components, check their field-level permissions.
4. Save and activate the page layout if necessary.

Troubleshooting Inline Editing Issues

If inline editing is not working, consider the following:

• Ensure the field-level security settings allow editing.
• Verify that record types and page layouts permit editing.
• Confirm that the user has appropriate permissions for the object.

Conclusion

Enabling inline editing in Salesforce improves efficiency by allowing quick data modifications without navigating to edit mode. By following these steps, you can ensure smooth inline editing in list views and record pages.

For more Salesforce tips, visit the official Salesforce Help & Training.