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.
Keyboard: E and Escape#
The record page standard is two keys: with a record open, E opens the edit form and Escape closes the open form or window. The shortcut is the same on every object. E does not fire while you are typing in a field or while a dialog is open, so you never open a form mid-sentence.
Related lists from a Lookup field#
When you define a Lookup field on a custom object that points at this object, the child records are listed automatically in their own card below Details on this record page. There is nothing else to configure: creating the field is enough.
- The card header shows the child object's plural name and the record count.
- The + New button on the card opens the child form with the link field pre-filled with this record.
- The link on a row goes to the child record's own page.
Lookup fields are managed under Setup > Object Manager.
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.
Follow and post notifications#
Every record page has a Follow chip at the bottom right. When a followed record is changed by someone else or receives a post, you get a bell notification and a mobile push. Tagging someone with @name in a post notifies them and makes both the author and the tagged people followers of the record. Your followed records are listed under the Following item of the utility bar and on your profile page.
Attaching files to posts#
Use the Attach file link on the Posts card to add files to a post (multiple files, 100 MB each). A selected file is uploaded to the org library right away and linked to this record, so it also appears on the Files card. Removing an attachment with ✕ before sharing unlinks it from the record; the file stays in the library. On a post, the chip's file name opens the file page and ⬇ downloads it. Sharing files without text sends the post as "📎 n files".