Loading
Salesforce now sends email only from verified domains. Read More
Get Started with Salesforce
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Update Records

            You are here:

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

            Update Records

            Many Salesforce objects offer the convenience of inline editing for records. Updating custom object records is similar to updating standard object records. Whether you can access and change a custom object record, depends on your permissions.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: all editions
            User Permissions Needed
            To edit records: Edit on the object for the kind of record you’re editing

            Not all fields on all objects can be edited inline. To find out whether a field supports inline editing, hover over it, and look for a pencil icon (Pencil icon).

            1. Find and open the record you want to edit.
            2. Click Edit.
            3. Enter or edit values in the fields.
              Tip
              Tip Salesforce Help includes field definitions for most objects. Search the help for the object name + “fields”. For example, if you’re creating or editing an account record, look up “Account Fields” in Salesforce Help.
            4. Save your changes, when you finish entering or editing values.

            If your edit is unsuccessful and returns an insufficient access error, contact your admin to check the sharing settings on the object.

             
            Loading
            Salesforce Help | Article