Inline Edits Salesforce Winter 22: CAS Come and See Video
Inline Editing on Salesforce reports is here for Winter 22 release! Now you can edit text fields and numeric fields, and Salesforce is now going to open up date fields, picklist and lookup fields. You can start going to existing reports or build out new reports and start editing those fields, all on the same page that you’re looking at. So it’s a great mass update feature! Some reasons you may want to use inline edits:
- you need to inline edit more than just text and numeric fields on Salesforce reports
- you love the feature of inline editing in your Salesforce list views, and you wish reports gave you the same functionality
Join Natalie, Head of Operations & Client Delivery, as she shows you the how and why – she is so excited about you being able to take advantage of this feature!
Contact us with your Salesforce challenges at info@cloudadoption.solutions – we love to help!
Cloud Adoption Solutions is a 100% woman-owned registered Salesforce partner, specializing in implementation, integration, and optimization for Technology, Healthcare/ Life Sciences, and Financial Services/ Professional Services organizations in the small and mid-commercial sectors.
VIDEO TRANSCRIPT:
Natalie Battista 0:00
Natalie Battista 0:15
Hi guys, this is Natalie from Cloud Adoption Solutions. And today I have a quick update to bring to you regarding a feature coming in winter 22. The next release, and it’s related to inline edits on reports. Back in summer 21, Salesforce gave an initial release to this feature, inline editing on reports in Lightning Experience only. And it’s, it’s in beta. So that means obviously, it’s not generally available yet, but it is not a cost to you to have. The only downside was the fields that were available on the reports.
So as of summer 21, you were only able to edit text fields and numeric fields on these reports. And if you’re not familiar with inline editing, it’s something that you may already be doing on your list views. This is just bringing this functionality into reports. So coming in winter, 22, they’re expanding the fields. So not only can you edit text fields and numeric fields, they’re now going to open up date fields, picklist and lookup fields. So with this, you know, feature being in beta. They’re continuously working on it and adding new fields, you know, as each release comes. So something that we can definitely look forward to in upcoming releases is the advancement of this functionality.
So what do I need to do? If you haven’t already enabled inline editing on your reports, all you need to do is submit a case to Salesforce and ask them to enable it. And then after they complete the case, you just need to go under your setup menu, where you can find reports and Dashboard Settings and click the Enable inline editing reports checkbox. And that’s it. You can start going to existing reports or build out new reports and start editing those fields, all on the same page that you’re looking at. So it’s a mass update feature. If you have any questions, please feel free to visit us at cloud adoption solutions. We are always happy to help, thanks!
SUMMARY KEYWORDS:
Salesforce, Salesforce emails, Salesforce list views, Salesforce listviews, Salesforce reports, Salesforce.com, SFDC
