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