How to View and Edit a Record in Salesforce
There are two main ways to get to records in Salesforce, using the search field or browsing for the record in its related tab.
Salesforce records are usually divided into two areas:
You can see how many items are in each list at the top of the page.
These activities can include logging a call, sending an email, or a mail merge. You’ll learn how to use these controls later in the lesson.
You can simply update a record if you find any new information or need to change the existing information of a record.
Any edits you made are saved to the record.
You can edit records faster with a feature called Inline editing.
Salesforce saves the changes you made.