Why Can’t I Inline Edit Fields Even With Permissions?
I am trying to allow users to inline edit certain custom fields on the Account record page, but the fields are still not editable. I created a Permission Set that gives Edit access to these custom fields as well as Edit access to the Account object. On the Lightning Record Page, the UI Behavior for these fields is set to None, which should allow inline editing.
I assigned this Permission Set to myself and other users. However, none of us can see the pencil icon on the record page, and the fields remain non-editable. All required object and field permissions seem to be in place.
Is there some configuration I am missing, or is this a known Salesforce issue?
Answer
Inline editing in Lightning Record Pages depends on several factors, and even if you grant both object-level and field-level edit access, Salesforce may still disable the pencil icon under certain conditions. This usually isn’t a bug; it is almost always caused by one of the following overlooked conditions.
1. Record Page Uses a “Full View” with Custom Components That Block Inline Editing
If the page uses custom Lightning components or certain Dynamic Forms field sections, inline editing is not available. Only standard Lightning Record Details components support inline editing.
Make sure your page contains the “Record Detail – Single” or the “Record Detail” component. If you replaced it with individual fields using Dynamic Forms and placed them inside a custom component or a tab, inline editing may be disabled.
2. Field Is Read-Only on the Page Layout
Even if the permission set gives edit access, Page Layout Read-Only overrides field-level permissions and prevents inline editing.
Check:
Setup → Object Manager → Account → Page Layouts →
Ensure the field is NOT marked as Read-Only on the layout.
3. The Record Is in a Read-Only State (e.g., Assignment, Territory, Approval)
If the record is being:
• routed through an Approval Process,
• locked by Territory assignment rules, or
• locked by manual record locking,
inline editing is disabled even if permissions allow editing.
Check whether the record shows a Lock icon at the top.
4. Sharing Access to the Record Is Read-Only
Inline editing requires users to have sharing access of Read/Write to that specific record.
Even with object-level Edit permission, if the sharing model or sharing rules give users only Read access, inline editing will not appear.
Check:
Record → Click Sharing Hierarchy → Confirm access is Read/Write.
5. UI Behavior Must Be “Edit” or “None,” but Dynamic Forms Field Section Must Support Inline Editing
If you are using Dynamic Forms:
Fields must be placed inside a Field Section component.
Also, the Field Section must be on a standard record page, not inside custom containers.
UI Behavior = None is correct, but Salesforce still disables inline editing if the component structure does not support it.
6. Field Is a Formula, Roll-Up, or Lookup Key
Inline editing is not available for:
• Formula fields
• Roll-up summary fields
• Auto-number fields
• Field dependencies controlling picklists
• Fields with custom logic preventing inline edit
Confirm your custom fields are standard editable fields.
7. Lightning Record Page Must Be Assigned to the User’s App/Device/Profile
Sometimes the correct updated page is not the version the user is seeing.
Go to Lightning App Builder → Activation → Verify which profile/app is receiving the page.
Example of Correct Setup
Permission Set:
- Account (Object) → Edit: Enabled
- CustomField__c → Edit: Enabled
Page Layout:
- CustomField__c → NOT marked as Read-Only
Lightning Record Page:
- Uses "Record Detail - Single"
- Field UI Behavior: None
Sharing Access:
- User has Read/Write access
If all of the above are correct, inline editing will work.
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