Optimize Clicks and Time by Editing Inline (Beta)

Your reps breeze through record updates in Lightning Experience with Lightning Edit in list views. Reps can modify a record without opening it, right from the list view. Even better, they can save multiple records at once. This feature is available in both Lightning Experience and Salesforce Classic.
Important

Important

This release contains a beta version of Lightning Edit that’s production-quality but has known limitations.

For example, a rep can update the lead status on a group of records in a Leads list view. Reps can edit only one field at a time in a list view, but they can save changes to fields on multiple records at once.

Most standard and custom fields are editable inline. For fields that aren’t editable, the lock (Lock Icon) appears in the cell.

No special permissions are required for inline edit. But as always, reps can edit only the records that they have access to.

Editing Inline in a List View
Note

Note

Editing inline is different from doing a “mass action.” Both are done from list views, and both are efficient. But with inline editing, you’re saving a change to fields on one or more records. A mass action is selecting records and then clicking a button to do something with those records—for example, add them to a campaign.

Limitations in This Beta Release

Reps can’t edit inline in a list view if:
  • The list view contains more than one record type.
  • The list view uses filter logic that contains OR clauses.
  • The list view contains lookup or dependent picklist fields.

Reps can edit inline in Recently Viewed or Team list views that are predefined to contain only one record type. They can also edit Tasks on the Tasks object home page, even though they’re not in a list view.