Engagement Cloud – Sales

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    Jeevthan J
    Inline editing for Account / Contact Landing pageAnswered
    Topic posted May 21, 2019 by Jeevthan JRed Ribbon: 250+ Points, tagged Architecture, Core SFA 
    46 Views, 2 Comments
    Inline editing for Account / Contact Landing page
    Inline editing for Account / Contact Landing page

    How to enable or configure inline editing for Account / Contact Landing page. Using inline editing in the landing page, we can edit the contact or account's key data like City, Country, Nationality, etc without opening the Detailed layout. 


    Best Comment

    Jayaraghavendra Rao


    You can enable inline editing of records on landing pages of the following objects:

    • Accounts

    • Contacts

    • Opportunities

    • Leads

    • Activities

    • Assets

    You enable the feature by setting the system profile option Click-to-Edit on Landing Page Enabled, details of which are given below.

    • Navigate to setup and maintenance
    • Select the 'Sales Foundation' functional area
    • Select the task ' Manage Administrator Profile Values'
    • Search for the profile option code name ZBS_ENABLE_CLICK_TO_EDIT
    • Set the profile option to 'Yes'
    • Save and close