Loading
Prepare for Email to Become the Default Login ExperienceRead More
Multiple Salesforce Services Impacted - Support Case Creation Also AffectedRead More
Intermittent freezing when using using certain browser versionsRead More
Get Started with Salesforce
Update Records Inline from a List View in Lightning Experience

You are here:

  1. Salesforce Help
  2. Docs
  3. Get Started with Salesforce

Update Records Inline from a List View in Lightning Experience

Conveniently edit fields on records directly from a list view.

Required Editions

Available in: Lightning Experience
Available in: All editions
User Permissions Needed
To edit fields on records: Edit on the object for the kind of record you’re editing

Not all fields on records in a list view can be edited inline. To find out whether a field supports inline editing, hover over it and look for the pencil Pencil icon. Non-editable cells have a lock Lock icon. Inline editing doesn’t work for list views that contain multiple record types unless you select Make inline edits in list views with multiple record types in User Interface Settings. Otherwise, filter by a single record type before making inline edits.

As always, you can edit only the records that you have access to.

To edit fields in one row of a list view:

  1. From the list, hover over the cell to edit, and then click Pencil icon.
  2. Make your change in the editable cell or cells.
    A Save button appears at the bottom of the list view.
  3. Save your changes.

    If other people make inline edits to the same fields on a record simultaneously, only the most recent edit is saved.

 
Loading
Salesforce Help | Article