Setup Overview

Here's how to enable mass update and inline editing in CX Sales UIs.

Step

Applies To

Description

Navigation

Where to Get More Details

1

CX Sales

Enable mass update of records in Workspace and the new single-object work areas, including Accounts, Contacts, Leads, and Opportunities.

Setup and Maintenance > Sales > Sales Foundation > Configure Adaptive Search > Parameters

See the topic: Enable Mass Update

2

CX Sales

Optionally, enable mass update of records in the work areas that haven't yet been converted to the new Adaptive Search technology. You can do this by adding the Update action to a custom layout of the landing page in Application Composer. You can also specify the maximum number of records users can update in a profile option.

  • Navigator > Configuration > Application Composer

  • Setup and Maintenance > Sales > Sales Foundation > Manage Administrator Profile Values

See the topics in the section Inline Editing in Legacy Work Areas:

3

CX Sales

Optionally, you enable the inline editing in the legacy work areas, by setting the profile option Click-to-Edit on Landing Page Enabled to Yes.

Setup and Maintenance > Sales > Sales Foundation > Manage Administrator Profile Values

See the topic: Enable Inline Editing of Records Displayed in Lists