how to use salesforce editing fields

Here’s how you can use inline editing in Salesforce:

1. After confirming access with your admin, navigate to or create a list view for the records you want to update.
2. If needed, select the cog in the right menu to select the fields you want to display or add any additional filters to...
3. Now we can select the pencil icon to start editing the list. When selecting...

Full Answer

How do I edit a managed field in Salesforce?

From the object management settings for the object whose fields you want to view, go to Fields.Click the field label.To modify a custom field, add custom help text, or change the data type, click Edit.More items...

Can we edit standard fields in Salesforce?

Tip You can't delete standard fields, but you can remove them from your page layouts.

How do I edit a field map in Salesforce?

Select the rule you want to look at, and then click Edit Field Mapping. On the Match tab, look at the fields used to match your records to fields in the data service. If a data service field isn't correctly mapped to the standard object, select a different standard object field.

How do I edit a custom field?

Edit or delete a custom fieldSelect > Issues.Under FIELDS, select Custom fields.Find the custom field you want to edit and select > Edit details to update the following: The custom field name, which appears on issues. ... Modify the fields as needed and select Update.

How do I make a standard field editable in Salesforce?

Under App Setup on the left side-bar, expand customize (Note: for custom objects, expand create instead and click Objects to view a list) Expand the standard object you would like to edit the standard field for. Click Fields. If the field can be edited, in the standard field list, there will be an edit button on the ...

How do I edit index fields in Salesforce?

After you've created the index, you can't edit or delete it. To change the index, you must start over with a new big object. Design your index so that you assign the most frequently used field in a query filter to Index Position 1.

How do you edit a field map?

Configure field mappingOn the Edit tab, in the Tools group, click the Editor Settings dialog box launcher .Click Field Mapping.Click the Fields tab and choose a source and target feature layer. ... To reset, clear, or automatically match fields, click the following tools on the toolbar:More items...

How do I create a custom field in Salesforce?

Try It YourselfIn your Salesforce org, click. ... Click the Object Manager tab. ... From the Object Manager. ... From the sidebar, click Fields & Relationships. ... Click New to create a custom field. ... Next, choose a data type.More items...

What is Salesforce field mapping?

When you subscribe to a field in Salesforce to Salesforce, you map it to a field in your org. This mapping syncs updates between the fields for all shared records. Before you map fields, look at these important best practices.

How do I update a custom field in Salesforce?

Note For fields on Salesforce Knowledge article types, from Setup, enter Knowledge Article Types in the Quick Find box, select Knowledge Article Types, and then select an article type. Click Edit next to the custom field you want to change. Click Change Field Type. Select a new data type and click Next.

How do I rearrange fields in Salesforce?

Edit Page Layout to Rearrange Fields in Salesforce EssentialsClick on the gear icon in the top right corner.Click Setup.Click the Object Manager tab.Select the object that you would like to make a change to.In the left navigation click Page Layouts.Navigate to the page layout that you would like to update.More items...

How do I change the lead field in Salesforce?

Rename the Lead Source field label in SalesforceSetup.Customize.Tab Names and Labels.Rename Tab and Labels.Click "Edit" by the Leads Object.Click Next - Search for Lead Source.Scroll to the Lead Source field in Standard fields.Update the Singular and Plural labels.