Salesforce Features
Inline Editing
Make Field Changes with Fewer Clicks
All Editions
- Edit fields directly on detail pages
- Reduce the number of clicks needed to edit information
- Increase data quality, user adoption, and productivity
Note: This feature is disabled by default and requires administrator activation in the set up area of Salesforce (Customize | User Interface).
Inline editing is a powerful new Web 2.0 technology that improves usability in all Salesforce, AppExchange, and Force.com applications. With Winter ’08, users can click on a field to edit it directly from the detail page, saving several steps and valuable time in entering and updating information in Salesforce. This leap forward in usability brings the best of new consumer Web features to corporate users. Like all Force.com features, inline editing is available in all Salesforce applications.
Training and Documentation
Feature Details
- Editable Fields: By hovering over a field, users can determine if it’s editable. Simple icons indicate if the field is locked or editable.
- Double Click to Edit: By simply double clicking on a field’s value, users can edit the field. This direct editing style saves valuable time by keeping the user on the current screen.
- Shortcut Keys: Users may press the enter or escape key on their keyboards to quickly confirm or cancel an edit, removing the need for additional mouse clicks when modifying fields.
- Easy Undo: Users can quickly undo an individual change by clicking the undo icon next to the edited field.
- Dependent Picklists and Address Fields: Users can easily edit the groups of related fields associated with dependent picklists and addresses. Double clicking one of these fields produces a pop-up window where all the fields in the group can be edited at once.
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