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Mass Edit Records (Inline Editing)
Mass Edit Records (Inline Editing)
Updated over 4 months ago

Inline editing provides a way for users to mass edit records from a list view. Although this isn't always the solution - as there are limitations explained below - it can be much more efficient than editing each individual record or performing a data import.

Before users can start inline editing, the option must be turned on by a system administrator by going into Setup > User Interface and checking the box for “Enable Inline Editing”:

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Once this setting is enabled, follow the instructions in the video tutorial below.

There are some limitations around inline editing as not all field types are supported. Please refer to this help article for more information.

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