There are two main ways to get to records in Salesforce, using the search field or browsing for the record in its related tab.
- Search for the record or click the tab related to the record.
- Find and click the record you want to open.
Salesforce records are usually divided into two areas:
- The record's fields.
- Lists of items related to the record
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.