• WHO WE ARE
  • WHAT WE DO
    • Implementations
      • Salesforce
        • Sales Cloud
        • Service Cloud
        • CPQ
        • Field Service for SMEs
        • Field Service Lightning
      • Salesforce Partner Apps
        • Panda Doc
        • Conga
    • Developments
      • Salesforce Customization
      • Custom Application Development
      • AppExchange Product Development
    • Migrations
      • Classic to Lightning Migration
      • Other Systems to Salesforce Migration
    • Integrations
  • HOW WE DO
    • Delivery Model
    • Our Works
  • BLOG
    • WHO WE ARE
    • WHAT WE DO
      • Implementations
        • Salesforce
          • Sales Cloud
          • Service Cloud
          • CPQ
          • Field Service for SMEs
          • Field Service Lightning
        • Salesforce Partner Apps
          • Panda Doc
          • Conga
      • Developments
        • Salesforce Customization
        • Custom Application Development
        • AppExchange Product Development
      • Migrations
        • Classic to Lightning Migration
        • Other Systems to Salesforce Migration
      • Integrations
    • HOW WE DO
      • Delivery Model
      • Our Works
    • BLOG
Salesforce Blog | Salesforce Simple Tutorial
Salesforce Blog | Salesforce Simple Tutorial
  • WHO WE ARE
  • WHAT WE DO
    • Implementations
      • Salesforce
        • Sales Cloud
        • Service Cloud
        • CPQ
        • Field Service for SMEs
        • Field Service Lightning
      • Salesforce Partner Apps
        • Panda Doc
        • Conga
    • Developments
      • Salesforce Customization
      • Custom Application Development
      • AppExchange Product Development
    • Migrations
      • Classic to Lightning Migration
      • Other Systems to Salesforce Migration
    • Integrations
  • HOW WE DO
    • Delivery Model
    • Our Works
  • BLOG

How To Edit More Fields In The Report Page With Expanded Inline Editing In Salesforce

Salesforce Blog | Salesforce Simple Tutorial > Salesforce Admin Tutorial > How To Edit More Fields In The Report Page With Expanded Inline Editing In Salesforce
  • July 27, 2022
  • Merfantz Author
  • Salesforce Admin Tutorial
  • 0

Inline Editing in Reports

The limitations around list views, as well as a huge demand to improve native reporting capabilities, did make inline editing within Salesforce reports a dream come true. With the release of this new functionality, Salesforce upped their user experience game considerably and, even though still in Beta, the capabilities seem to be expanded with every release.

Update Feature:

Update your reports more efficiently without losing your place by clicking back and forth. Inline editing is now supported for a date, picklist, and lookup fields. When your report data gets out of date, you can edit it right on the report run page. For example, sales reps can update opportunity statuses directly from their pipeline reports. Text and numeric fields were the only fields that supported inline editing previously

Where: These changes apply to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

Step:1 From Setup, in the Quick Find box, enter Reports and Dashboards,

Step:2 and then select Reports and Dashboards Settings.

Step:3 Select Enable Inline Editing in Reports (Lightning Experience only),

Step:4 save your changes.

Step:5 Now open a report and hover over the field that you want to edit.

Step:6 If you see a pencil icon, click it, modify the value, and save.

Step:7  The source record is updated on the report by the field value, and the report is automatically rerun.

 

 

Inline editing on the report run page

A lock icon means that the field isn’t available for inline editing.

Inline editing lock icon on the report run page

These fields and field types do not support inline editing.

  • Task and event object fields
  • Owner fields
  • System fields, such as Record ID and Created Date
  • Compound fields, including name and address fields
  • Encrypted text fields
  • Formula fields
  • Polymorphic fields
  • Standard fields of type auto number, roll-up summary, record type, master detail, long text area, rich text, and hierarchy
  • Fields in a Salesforce object that doesn’t have a record type

 

For more blog: Why Do We Choose Merfantz Salesforce Consulting Service

Reference from: Click here


  • Previous How Merfantz Building Happy Customers in Salesforce Technology?
  • Next Salesforce Implementation With Merfantz
We denounce with righteous indignation in and dislike men who are so beguiled and to demo realized by the charms of pleasure moment, so blinded by desire, that they cannot foresee the pain and trouble that are bound.

Discover More

Contact Info

  • 374 William S Canning Blvd, Fall River MA 2721, USA
  • (+880)155-69569
  • [email protected]
  • 10:00 - 17:00

Latest Posts

Salesforce Marketing Cloud Will Fuel Your B2B Marketing Engine. January 30, 2023
Overview of DML operations in Apex January 24, 2023
Benefits of Integrating Salesforce and Marketing Automation for Business Growth January 20, 2023

2023 All Rights Reserved