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Getting Started > Working with Records > Updating Linked Records from Main Records

Updating Linked Records from Main Records

You can update fields in a linked record from the main record as follows:

• By editing fields inline, if inline editing is enabled. You can edit individual fields inline in the list of linked records on the Detail page of the main record. In many lists of linked records, you can also edit multiple fields in multiple records inline at the same time. If a list of linked records supports the ability to edit multiple fields inline at the same time, then a pencil icon is shown at the top-left of the list.

  Note that you cannot edit the following types of fields in linked records from the Detail page of the main record:

  • Fields that are not shown in the Detail page of the linked record itself
  • Calculated fields, for example, Full Name
  • Fields that are read-only on the Edit page of the linked record

    Also, in cases where the same linked record can show up under multiple main records, the fields that are part of the relationship can be edited. However, the fields that belong to the linked record itself cannot be edited. For example, in the Account Team related list on an account record, the Team Role field can be edited, because the field is part of the relationship between the account and the team member. However, the Last Name and First Name fields cannot be edited, because they belong to the user record (of the team member).

• By opening the Edit page for a linked record from the Detail page of the main record, and updating fields on that page.

The following procedure describes how to update a linked record on the main record Detail page.

To update a linked record on the main record Detail page

• On the Detail page of the main record, scroll down to the appropriate section, and edit the fields as necessary.

  NOTE: If the record that you want to edit is not displayed on the page, click the Show Full List link to see all of the linked records of that type, and then edit the record fields in the List page.

  For more information on editing fields inline, see Updating Record Details.

The following procedure describes how to open a linked record from the main record Detail page.

To open a linked record from the main record Detail page

1. On the Detail page of the main record, scroll down to the appropriate section.
2. Click the Edit link for the record (if one is provided), or click the name link of the linked record.

   NOTE: If the record that you want to edit is not displayed on the page, click the Show Full List link to see all of the linked records of that type.

3. When the Edit or Detail page for the linked record opens, update the record details.

   For more information on updating record details, see Updating Record Details.