In-Line Editing in List Views in Salesforce

I used to shy away from List Views because I thought of them as a less robust version of reports, so why bother with them? Recently I had a discovery that made List Views worth it: in-line editing.

Every week Industry Dive has a process where we confirm that the advertising placements we sold to a client actually ran. Our Ad Operations team confirms the placements ran and then communicates to our Accounting team that the placements can be invoiced.

In order to designate between a placement that we think ran vs. a placement that has definitely ran we have a checkbox on the record named “Reconciled?” Once this box is checked it means we’ve confirmed it has run and Accounting can invoice.

We usually run 80–100 placements a week, so checking that box for every placement would really suck. Enter: in-line editing! 🎊

Now a user can quickly reconcile placements without going into each individual record.

There are some important limitations and things to know about in-line editing and the permission to do so must be turned on by your Admin on your Profile.

If you have a situation where you are exporting a group of records to make a change on all of them that is the same, give in-line editing a try. It’s easier and less error prone than exporting and updating via Excel.

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