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Learn how to edit a related custom object record on a standard object detail page.

1

Open the standard object detail page. For example, if you want to edit a record for a custom object that relates to the Invoice object, navigate to Invoice entry in the left navigation menu and click an invoice number.

2

Scroll to the Related Objects section. All custom object definitions related to the current standard object are displayed as tabs.

3

Click the tab for the custom object that the record you want to edit belongs to.

4

Locate the record you want to edit from the list and then click the Edit Record icon (edit gray icon).

5

In the displayed Edit Record Information dialog, update the field values as needed.

6

Click Save.