🧭 Core Concepts
The record page: details, activity, files, posts
A record's whole story on one page: stage path, detail card, related records, timeline, Chatter and action buttons.
Anatomy of the page
Clicking a record opens its record page. Typical sections:
- Header: The record's name, number and quick action buttons (Edit, Delete, object-specific actions).
- Stage path: On stateful objects (Opportunity, Case, Case File...) the steps of the process; click to change stage.
- Details card: All fields; inline editing via the pencil icon.
- Related records: For example an Account's Contacts, Opportunities and Cases in their own tables.
Right-column cards
| Card | Content |
|---|---|
| Activity Timeline | Tasks, e-mails and system events in a chronological feed |
| Files | Documents attached to the record; drag-and-drop upload |
| Posts (Chatter) | Team conversation on the record; @mentions trigger notifications |
| Field History | Who changed what and when, on tracked fields |
| Suggested Articles | Automatic knowledge base suggestions on Cases |
| ✨ AI Assistant | Record summary, priority suggestion, e-mail draft (if configured) |
| ✉️ E-mail | Sending e-mail from the record and the conversation history |
Admins decide which cards appear under Setup > Page Layouts.
Action buttons
Some objects have one-click, state-aware action buttons: for example Convert on a Lead (turns it into Account + Contact + Opportunity). Custom process-triggering buttons can be added too. Buttons appear only when they make sense.
Inline editing and conflict protection
Edit fields without leaving the page. If two people work at the same time, the system merges changes safely; no update is ever silently lost, and you get an honest warning when needed.
Tip: Instead of leaving notes in the timeline, write in Chatter and @mention the right person; it stays on the record and sends a notification.