Edit / Save Displayed Data
With Mashmatrix Sheet, you can edit and save the data displayed in the sheet as it is.
To edit and save the displayed data, follow the procedure below.
Double-click the cell in which the data you want to edit is displayed (Note that there are some columns that can not be edited depending on the data type, security settings, etc.)
Edit the data. In this case, the appropriate edit control will be displayed depending on the data type of Salesforce field corresponding to the column.
Text Input – You can input any character string with the keyboard
Textarea Input – You can enter a character string that spans multiple lines
Date Input – You can input date/datetime value by date picker.
Time Innput - You can input time value by time picker.
Lookup – For reference fields, you can search and enter the reference record
Picklist – You can select candidates for selection list by pulldown
Checkbox – You can set true/false value with checkbox
After editing the data, a red mark will be displayed in the upper right corner of the cell of the changed data.
Press the "Save" button displayed on the sheet footer to save changes to Salesforce.
If you do not press the Save button, it will not be saved in Salesforce
Revert and Discard Edits
Edited data can be restored to its original state by undoing or discarding it before saving it to Salesforce.
To discard all edits in a sheet and return to the pre-edit state, click the "Revert" button that appears next to the Save button.
To undo a previous edit and return to the previous state, press Ctrl (Command on macOS) + Z from the keyboard. If you want to go back one more step, press Ctrl (Command on macOS) + Z one more time. To redo the same edit again, press Ctrl (Command in macOS) + Shift + Z.
To revert edits applied to specific cells or ranges, with the cells or ranges selected, right-click to bring up the context menu and select "Revert Update".
Input by Direct Typing
Depending on the data type of the cell to be edited, data can be entered and edited by typing directly on the keyboard while the cursor is focused on the cell, without double-clicking.
Currently, direct typing is supported for text type (including phone, URL, email, etc.), number type (including currency and percent type), textarea type, long textarea type, date type, date/time type, and time type.
Direct typing is currently not available on mobile platform.
Edit Dependent Picklist
If any field dependencies are added to the picklist field on Salesforce, the picklist candidates are automatically narrowed down according in Mashmatrix Sheet to the field dependency setting.
If you have customized the options by "Edit Options" in column setting, these customizations will not be reflected to the dependency settings.
Edit a Column with Field in a Parent Relationship
In Mashmatrix Sheet, fields belonging to the object in the parent relationship can also be added as columns. When fields of the parent object are added to the sheet as columns, they are set as not editable by default.
As described in "Editor Setting" in "Change Column Setting / Options", by checking "Set the cells to be editable" for this column, you can update the value of the field in the parent object directly from the sheet.
Limitations
Currently, fields that can be set editable are the fields belonging to direct parent object of the object on the original sheet. It is not possible to edit fields in the object following two or more levels of relationship.
When multiple records are referring to field values of a certain parent record, and fields of the parent record in each rows are edited to different values, the confliction will be resolved by adopting the update made in the lowest row of the sheet.
If you simultaneously update the fields in the parent object and the reference to the parent record, only the reference change to the parent record is applied (updates to the parent fields are discarded).
Edit a Column with Special Field
Mashmatrix Sheet supports different edits for fields of particular types on particular objects in Salesforce than for regular fields.
Edit Name Fields in Person Objects
In Salesforce, when you register a person's name in an object that stores person information, such as Lead or Contact, you enter the information in the "First Name" and "Last Name" fields, and the "Name" field is represented as a read-only field that is a concatenation of the two fields.
In Mashmatrix Sheet, the name column of the person object is not read-only, but editable. The user can write the concatenated first name and last name data directly into the "Name" column, and it will be properly stored in the "Last Name" and "First Name" fields in Salesforce.
The first and last name data are separated by the first whitespace (or its equivalent) that appears in the input text. If the input text does not contain the appropriate blank characters, then the entire input text will be saved as data in the "Last Name" field.
The order of concatenation of last name and first name depends on the locale setting of the logged-in user. For example, in the en_US locale, the order is FirstName LastName, but in the ja_JP locale, the order is LastName FirstName. For more information about displaying names in different locales, please refer to Help for Salesforce.
Currently, the following types of Salesforce objects support editing of name fields.
Lead
Contact
User
Editing of Name field is currently not supported for Person Account.
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