There are two main ways to get to records in Salesforce, using the search field or browsing for the record in its related tab.
Open a Record
- 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
Use Hover Links
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.
Edit a Record
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.
Use Inline Editing
You can edit records faster with a feature called Inline editing.
Salesforce saves the changes you made.