How to Enable the Inline Editing for Reports in Salesforce

Keep the data in our reports and object records up to date while saving time and clicks. When the source data for a report gets out of date, it’s not necessary to go back to the original object record to update the information. With inline editing, we can update certain types of text, numeric, and checkbox fields without leaving the Report Run page. For example, Sales reps can run an opportunity report and review and update the opportunity amounts in one place.

Where: These changes are available in Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions.

First, contact Salesforce Customer Support and request to have inline editing turned on.

Step-1 : Navigate to Setup

Step2: Then search for the Reports and Dashboards Settings and open it.

Step3 : select Enable Inline Editing in Reports (Lightning Experience only), and save our changes.

Step4 : Open a report and hover over the text, numeric, or checkbox field that we want to edit. If we see a pencil icon, we can click it, modify the value, and then save. The field value will updates on the records and automatically report will run.

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

Inline editing isn’t supported for these fields and field types.

  • Task and event object fields
  • System fields such as Record ID and Created Date
  • Compound fields, including name and address fields
  • Picklists
  • Custom date/time fields
  • Encrypted text fields
  • Formula fields
  • Standard fields of type date/time, auto number, rollup summary, record type, master-detail, long text area, rich text, or hierarchy
  • Other fields where editing isn’t permitted due to restrictions in the page layout or record type

Reference : Click here

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