How to Use Sales Records (Downstream Scenario)

1. Sales Record Object List Page and Detail Page Entry Points

1.1 How to Create a Sales Record

Creation Entry Point: Users can click the [New] button in the upper-right corner of the list page, select the corresponding [Record Type], and switch to the appropriate layout page.

Record Type and Layout: The record type and layout fields for sales records must be configured by the [System Administrator] or [Interconnection Administrator] in the Interconnection App > Business Objects > Sales Records > Record Type / Layout Assignment.

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Interconnection App - SharePartner - Business Objects - Sales Records - Record Type

User Selection Scope: When a downstream user creates a sales record, if no associated business data is selected, they cannot @mention relevant personnel. However, once business data is selected, they can @mention upstream personnel and users from their own company.

When clicking @, the system searches for business partners associated with the current business data, then identifies the upstream team members from interconnected companies, forming the [Upstream Company] tab. The [My Company] tab consists of personnel from the current interconnected company listed in the external related teams of the associated business data.

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User Selection Component @

1.2 How to View/Edit/Void a Sales Record

Data Scope: The sales records displayed in the list depend on the [Basic Data Permissions] and [External Data Sharing Permissions] configured in the Interconnection App > External Data Permissions. These settings must be configured by the upstream Interconnection Administrator or System Administrator.

Functional Permissions: Permissions for actions like creating or voiding records are controlled by the upstream administrator in the backend > Interconnection Roles.

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Interconnection App - External Data Permissions - Basic Data Permissions

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Interconnection Roles - Permission Settings - Sales Records

2. Follow-Up Activity Entry Points

2.1 How to Create a Sales Record

Creation Entry Point: Click the [Post Sales Record] button to quickly create a record. The associated business data field automatically links to the current record.

Note: This button is controlled by the upstream administrator in the backend > Object Detail Page Layout > Title Component > Component Settings > [Sales Record].

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2.2 How to View Sales Records

Data Scope: The visibility of sales records in the Interconnection App > Account > Follow-Up Activity depends solely on external team data permissions.

Explanation:
- If the current user is an external owner or external general user with read-only permissions for Follow-Up Activity, they can view others’ sales records.
- If their related team role is set to “Disabled,” they cannot see sales records posted by other members in Follow-Up Activity.

Note: This is unrelated to the external basic data permissions of the sales record object and depends only on the Account > External Team Data Permissions.

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Interconnection App - SharePartner - External Data Permissions - External Team Data Permissions - Account - Related Object External Data Permissions