Chat with us, powered by LiveChat

View and Edit a Record

How to View and Edit a Record in Salesforce

View and Edit a Record

There are two main ways to get to records in Salesforce, using the search field or browsing for the record in its related tab.

Open a Record

  1. Search for the record or click the tab related to the record.
  2. Find and click the record you want to open.
    Open a Record
  3. Salesforce records are usually divided into two areas:

    • The record's fields.
    • Lists of items related to the record

Use Hover Links

You can see how many items are in each list at the top of the page.

  1. Point to any list link to view its details.
  2. Click any button to create the desired activity.
    Use Hover Links

These activities can include logging a call, sending an email, or a mail merge. You’ll learn how to use these controls later in the lesson.

Edit a Record

You can simply update a record if you find any new information or need to change the existing information of a record.

  1. Click Edit.
    Edit a Record
  2. Make your changes to the record.
  3. Click Save.
    Edit a Record

Any edits you made are saved to the record.

Use Inline Editing

You can edit records faster with a feature called Inline editing.

  1. Double-click the field you want to edit.
    Use Inline Editing
  2. Make your changes.
  3. Click Save.
    Use Inline Editing

Salesforce saves the changes you made.