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Update Records

Many Salesforce objects offer the convenience of inline editing for records. Updating custom object records is similar to updating standard object records. Whether you can access and change a custom object record, depends on your permissions.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: all editions
User Permissions Needed
To edit records: Edit on the object for the kind of record you’re editing

Not all fields on all objects can be edited inline. To find out whether a field supports inline editing, hover over it, and look for a pencil icon (Pencil icon).

  1. Find and open the record you want to edit.
  2. Click Edit.
  3. Enter or edit values in the fields.
    Tip
    Tip Salesforce Help includes field definitions for most objects. Search the help for the object name + “fields”. For example, if you’re creating or editing an account record, look up “Account Fields” in Salesforce Help.
  4. Save your changes, when you finish entering or editing values.

If your edit is unsuccessful and returns an insufficient access error, contact your admin to check the sharing settings on the object.