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 () 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.
Limitations in This Beta Release
- 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.