Why are fields not inline editable?

Question:

I want users to be able to inline edit certain fields on the Account record page. I have created a permission set that grants edit access to these custom fields on the Account object and assigned it to myself and other users. Additionally, I have ensured object-level edit access for the Account object is enabled in the permission set.

On the Lightning record page, the UI behavior for these fields is set to “None,” which should allow inline editing. Despite these configurations, the fields do not display the pencil icon for inline editing, and users cannot modify them directly on the page.

Is this a Salesforce bug, or is there something I may have missed in the configuration?

Answer:

This issue is not necessarily a Salesforce bug but could arise due to several common misconfigurations or conditions. Here are the steps to troubleshoot and resolve the problem:

CRS Info Solutions offers Salesforce training in New York, USA with real-time projects, certification guidance, and job-ready skills in New York, USA.

1.Verify Field-Level Security:

Confirm that the fields are visible and editable at the field-level security (FLS) level. Even if the permission set grants edit access to the fields, the FLS settings must explicitly allow edit access for these fields. Navigate to the field’s settings and ensure the edit checkbox is enabled for the profiles or permission sets assigned to the users.

2.Check Record Type Assignment:

If your organization uses multiple record types, ensure the fields are added to the correct record type’s page layout and are not set to “Read-Only” in the layout. If a field is set to read-only in the page layout, it overrides any permission granted by the permission set.

3.Evaluate Lightning Page Configuration:

Ensure that the fields are placed within a component on the Lightning record page that supports inline editing. For instance, fields displayed in a custom component or certain specialized components might not support inline editing by default. The standard “Record Detail” component supports inline editing when the UI behavior is set to “None.”

4.System Validation Rules:

Review if any validation rules or triggers on the Account object are preventing inline edits. While these rules don’t typically block the display of the pencil icon, they can sometimes disrupt the expected UI behavior.

5.Field Dependency on Other Fields:

If the fields are dependent picklists or part of a formula, ensure their dependency conditions or configurations do not restrict editing. Dependent fields can appear locked when their controlling field does not meet the expected criteria.

6.Lightning Experience Requirement:

Inline editing is only available in Lightning Experience. If users are accessing the record in Salesforce Classic, the inline edit pencil icon will not be displayed. Ensure that users are working in the Lightning Experience environment.

7.Verify Record Ownership and Sharing:

If all these aspects are correctly configured and the issue persists, it could be worth reaching out to Salesforce support to confirm if this behavior might be related to a known issue in your Salesforce instance.

Example Configuration to Check:

Field-Level Security:
Go to Setup > Object Manager > Account > Fields & Relationships > [Field Name] > Set Field-Level Security and ensure that the “Editable” checkbox is selected for the desired profiles or permission sets.

Record Type Page Layout Assignment:
Go to Setup > Object Manager > Account > Record Types > [Record Type Name] > Page Layout Assignment and confirm the fields are editable in the assigned layout.

Summing Up:

To resolve issues with fields not being inline editable, ensure that field-level security explicitly grants edit access, the fields are editable in the assigned page layout and record type, and they are displayed within a standard Lightning component that supports inline editing, such as the “Record Detail” component. Additionally, verify that the user has sufficient object, record, and sharing permissions, and that there are no system validations or field dependencies preventing edits. By systematically reviewing these configurations, you can identify and address the root cause of the issue, ensuring fields are properly editable as expected.

Empower Your Career with Salesforce Training in New York

Elevate your professional journey with CRS Info Solutions’ top-rated Salesforce training, crafted to provide the skills and expertise required to excel in the ever-evolving Salesforce ecosystem. Our industry-focused courses span Salesforce Admin, Developer, and AI modules, blending in-depth theoretical knowledge with hands-on experience through practical, real-world projects. Whether you’re new to Salesforce or a seasoned professional, our well-structured program ensures you master the tools and techniques needed to stand out.

With a strong emphasis on practical application, Salesforce training in New York, USA we offer personalized mentorship, detailed study resources, and expert-led certification preparation to fully equip you for success in interviews and beyond. Gain the confidence and skills to thrive in your Salesforce career.

Join our free demo class today and take the first step toward a rewarding future! Enroll now for a free demo!!!