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DealerTeam

Inline Editing of Object Fields

 Goal

Quickly edit fields from an object details screen without going into edit mode.

After completing this article you will be able to

  • Edit object fields in the record details screen

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Salesforce Classic.

Step One: Navigate to Object Details Screen

Note: In this example we will edit a field on the Sales Up details screen

1. Click the Sales Up tab

step 1.1.png

2. Select desired Sales Up

Step Two: Edit a Field

1. Hover over the field you wish to edit

2. Double-click the pencil icon

3. Edit the field in the text area

4. Click out of the text box to close field

Note: Fields that have been edited and have not been saved will be orange 

5. Click the Save button 

 

steps 2.1-2.5.gif