1. Select a List View
Select a List View that contains the data you want to be able to edit. Fields you can edit are shown with a 
when you hover over them whereas fields you cannot edit display a 
(see Limitations below for more information on editable fields).
2. Check Record Type Filter Applied
Editing in List Views only works when you are updating a specific record type, you therefore need to check that the view you want to use, has a Record Type filter included (click the funnel icon to see what filters have been applied). A Record Type is the option you get when you create a New record, for example when you add a new Contact, the system lets you choose whether its a Rights Contact, an Author Contact or a Permissions Contact. If there is no filter for Record Type you need to add one. To do this click on the Funnel Icon to bring up the Filters Pane, click on Add Filter and in the Field box, locate the Record Type field (this may show as Contact Record Type or Account Record Type or just Record Type depending on the object you are in). Use the Operator "Equals" and then select one specific Record Type from the Value box (ensuring that the record type you have selected will contain the results you want to see in your list view).
3. Select the Records that you want to update
Use the check boxes to select the records that you want to update. You can use the box in the header row to 'Select All'. Note that the system will only select the visible records, if your list view contains more than 50 records, you need to scroll down through your whole list to the end. When you then click on the Select All box, the whole list (up to 200 records) will be selected. If you only want to update one record, you can go straight to the field without selecting a row.
4. Update field value
If the field is updatable, you will see a pencil icon when you mouse over the field. Click on the pencil or double click in the field you want to update and enter the new value. If you have selected multiple records, you can check the checkbox next to 'update x selected items' to populate all your selected records with the same value. Click Apply to update the record(s) with the new value.
The updated fields will be highlighted in yellow. To confirm your updates you must remember to click on Save.
A confirmatory pop up shows you your changes have been saved.
TOP TIPS
- Remember that you can only update 200 records at a time
- Note that the following field types cannot be edited:
- Built-in fields like Record ID or Created Date
- Controlling or dependent picklists (Such as Status and SubStatus)
- An alternative method for mass updating of records is to use Reports and one of the Data Import tools such as Data Loader or the Data Import Wizard. This is a useful way of updating records if there are a high volume of updates to be made.