Salesforce Tips: Edit data from list view

If you are looking for a way to edit your records in one view, you can consider using the Salesforce out of the box inline editing feature in list view.

 

Setting up:

To set this feature up, you will need to check the Enable Inline Editing checbox in User Interface. (Setup | Customise | User Interface)

This feature only allows you to edit one record at a time. If you need to  edit multiple records at a time, you can try below method.

 

Mass Edit from Related List

To enable mass edit from list view, you can do so by enabling the permission in user profile. However, do note that multiple edit from list is NOT SUPPORTED in Product object. You can only do inline editing for Products.

 

Mass edit in list view

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