To enable inline editing, edit your list view filters so it contains only one record type. Inline edit doesn’t apply to components in the small region. You can inline edit in Recently Viewed or Team list views that are predefined to contain only one record type.
Full Answer
How to enable Salesforce Lightning knowledge?
How do I enable lightning knowledge in Salesforce?
- From Setup, enter Knowledge in the Quick Find box and click Knowledge Settings.
- If you're new to Knowledge, enable Knowledge by selecting Yes and clicking Enable Salesforce Knowledge.
- Click OK to continue.
- On the Knowledge Settings page, click Edit.
- Select Enable Lightning Knowledge.
- Click Save.
How to enable Salesforce CRM content in Salesforce?
The profile of the user doing the sync should have the following permissions enabled:
- Manage Salesforce CRM Content
- Create Libraries
- Manage Content Permissions
- Manage Content Properties
- Manage Content Types and
- Deliver Uploaded Files and Personal Content
How to enable field history tracking in Salesforce?
For Custom Objects:
- Go to the ‘Custom Object Samples’ option.
- Click on the ‘Edit’ option and go to ‘Additional features.
- Enable ‘Track field history’ for Object samples.
- Click on the ‘Save’ button.
- Now go to ‘Custom fields and relationships and click on ‘Set history tracking’.
How to enable floating report header in Salesforce?
Known Issues · Fixed
- Open IE 11 or Microsoft Edge
- Switch to the Lightning UI if not already there
- Click on Name | Setup | App Setup | Customize | Reports & Dashboards | User Interface
- Select “Enable Floating Report Headers” check-box
- Go to a report that should have floating headers
- Scroll the report down
- Note that the report headers do not float.
How do I enable inline editing for a report in Salesforce?
How: First, contact Salesforce Customer Support and request to have inline editing turned on. Then in Setup, from Reports and Dashboards Settings, select Enable Inline Editing in Reports (Lightning Experience only), and save your changes. You're now set to go.
Why inline editing is disabled Salesforce?
For inline editing on the list views, you must have to filter the list view with one record type. NOTE: If you don't have any record type on the object, then create a Master record type and filter the list view with record type.
What is inline editing in Salesforce lightning?
What is Inline Editing in Salesforce? Inline editing is the ability to change the value of a field, without needing to navigate to a record. Inline editing means being able to update a record from somewhere other than the record page, such as a list view or report.
Can we do the inline editing in Salesforce list view?
. Inline editing doesn't work for list views that contain multiple record types. To make inline edits for objects with multiple record types, first filter by a single record type.
What is inline editing?
What is inline editing? Inline editing allows users to edit content displayed in HTML pages directly without having to switch between an edit mode and a view mode. Typically, users can edit more than just the text - they are presented with a menu or toolbar, allowing them to format the content as well.
How do I disable inline editing in list view?
One quick work-around is, to add a default record type. If you add record type then you need to filter the list by record type for inline edit. If you don't filter the list view with record type, then you automatically Salesforce disables the list view inline edit.
How do I enable mass edit in Salesforce?
Go to record edit Layout and Click on “Related list”. Click on Setting icon in contact related list and add the Mass Edit button and click Save.
What should be kept in mind while editing inline links?
Here are some best practices to consider:Keep the editing inline for single fields.Use inline when editing one of many in a set. ... Keep the display and editing modes the same size when possible. ... Make the transition between display and editing as smooth as possible.More items...
What is inline report?
The Inline Report listing section describes the actions that are performed by the IPA inliner. In this report, the term 'subprogram' is equivalent to a C/C++ function or a C++ method. The summary contains such information as: Name of each defined subprogram.
Why is field not editable in list View Salesforce?
Certain fields are not editable using the inline editing feature on record detail pages and list views in Classic. Further the layout and record type filtered in the list view must also be checked. Enabling Accessibility Mode on the user's setting also disables this feature.
How do I enable enhanced list views in Salesforce?
How To Enable Enhanced Profile Views In SalesforceStep 1: Go to Setup > Type “User Interface” in the quick search. Setup > User Interface.Step 2: Check the box > Enable Improved Setup User Interface. Under the Advanced Tab you will find the option to Enable Improved Setup User Interface.
How do I change the list view in Salesforce lightning?
Edit List View Filters in Lightning ExperienceFrom List View Controls, select Edit List Filters. ... Click the filter you want to change.From the Filter by dropdown menu, select an operator. ... For Value, make a selection or enter a value, then click Done. ... Adjust your filter logic if needed.More items...
Enable Inline Editing for a Single Row
A row of data corresponds to single record and each column displays the value of one of that record’s fields. To enable inline editing for a row, specify which fields are editable by setting editable: true in the column definition. In this example, the FirstName and LastName fields are editable.
Enable Inline Editing for Multiple Rows
To enable inline editing for multiple rows, specify which fields are editable and call updateRecord( recordInput, clientOptions).
Enable Inline Editing for Multiple Rows Using Apex
For bulk record updates, pass your record changes to an Apex controller that calls an update Data Manipulation Language (DML) operation. In this example, the edited field values are passed to the updateContacts Apex controller.