Salesforce - Inline editing
- George Apostolov
Salesforce - Inline editing: step-by-step guide
Head over to the Gear icon on the top right and select Setup from the dropdown.
Search for Reports and Dashboards Settings in the Quick Find search bar.
Turn on Enable Inline Editing in Reports.
Save your changes.
Now, let's head over to Reports.
And open any one of the reports.
You will now see the Enable Field Editing button visible above the report.
You will now see an edit sign next to your fields.
You can now make quick edits directly from the report.
Quick answer: To enable inline editing in Salesforce, navigate to Setup, search for Reports and Dashboards Settings, and turn on the inline editing feature. Save your changes, then open any report to use the new field editing button and make quick edits directly from your report.
About this Salesforce tutorial
Activate inline editing in Salesforce reports by updating your settings and using the new field editing button to make direct updates. This guide covers salesforce - Inline editing in 9 steps, starting with "Head over to the Gear icon on the top right and select Setup from the dropdown" and finishing with "You can now make quick edits directly from the report". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does salesforce - Inline editing take?
9 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Salesforce. Related guides: Salesforce - Export List, Salesforce - Export Contacts and Salesforce - How to Export Salesforce Data. Last reviewed 05 Oct 2026.
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