How to Use Sales Records (Upstream Context)

I. Feeds Entry Points

1.1 How to Create a Sales Activity Record

1. Create Entry: Users can click [Sales Activity] at the top of [Feeds], select the corresponding [Record Type], and switch to the relevant layout page.
2. Entry Control: The [New] button for Sales Activity is controlled by the backend permissions: Business Function Permissions > Roles > Sales Activity > Create.
3. Record Type & Layout: The Record Type and layout fields for Sales Activity can be customized in Admin Console > Preset Objects > Sales Activity. The [All Employees] role corresponds to “Company-wide” and must have at least one assigned Record Type.
4. Actions: Click [Publish] for a success prompt. To save as a draft for later, click [Save Draft]. Click [Cancel] to exit the creation process.

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Feeds - Sales Activity

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Assign Record Type - All Employees

1.2 How to View Sales Activity Records

1. Data Scope: In Feeds, users can view records they created, as well as records shared with them via [Cc] or [@Mention].
2. Field Layout: Before clicking [Show More], the layout follows the “Mobile Summary Layout.” After clicking, it switches to the “Detail Page Layout.”

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Feeds - Sales Activity List Page

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Admin Console - Preset Objects - Sales Activity - Layout

1.3 How to Void a Sales Activity Record

After creation, the creator can void the record (if their role has “Void” permission under Business Function Permissions). Voided records can be restored by admins (with [Recycle Bin] permission) via Admin Console > Recycle Bin.

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Business Function Permissions - Roles - Sales Activity - Void

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Recycle Bin - Sales Activity

II. Sales Activity Object List & Detail Page Entries

1.1 How to Create a Sales Activity Record

1. Publish Entry: Click [New] at the top-right of the list page, select a [Record Type], and switch to the layout page.
2. Entry Control: The [New] button is controlled by backend permissions: Business Function Permissions > Roles > Sales Activity > Create.

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CRM - Sales Activity Object List Page

1.2 How to View Sales Activity Records

Data Scope: The list displays records based on the “Sales Activity” object’s data permissions (configurable in the backend).
Function Permissions: Create, edit, and import permissions are controlled via Business Function Permissions > Roles.

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Data Permissions - Sales Activity

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Business Function Permissions - Sales Activity

III. Follow-Up Activity Entry Points

1.1 How to Create a Sales Activity Record

Publish Entry: Click [Publish Sales Activity] to create a record.
1. The “Related Business Data” field auto-links to the current record.
2. If lookup fields are configured in the Sales Activity layout, their data syncs to the “Related Business Data” field.

Note: This button is controlled via Admin Console > Object Detail Page Layout > Title Component > Component Settings > [Sales Activity].

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CRM - Account - Account Detail Page - Follow-Up Activity - Publish Sales Activity

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Admin Console - Preset Objects - Account - Layout - Account Detail Page - Title Component - Component Settings - Sales Activity

1.2 How to View Sales Activity Records

Data Scope: Permissions for Sales Activity in Follow-Up Activity derive from the parent object’s data permissions (e.g., Account). Note: This is independent of the Sales Activity object’s base permissions!
1. Users with parent object permissions see all activity.
2. Others see only their own records or those shared via [Cc]/[@Mention].

Permission Troubleshooting: Use Admin Console > Data Permission Query Tool to check permissions for the parent object (not Sales Activity).

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Permission Logic for Follow-Up Activity (Including Sales Activity)

Additional Notes:
1. Permission Overlap: If a user has overlapping permissions but their role disables Follow-Up Activity access, they’ll only see their own or shared records. CRM Admins are exempt.
2. Gray Feature (Restrict Dynamic View via Data Sharing):
- Without this feature, shared users see all activity.
- With it, shared users see only their own or shared records. Feeds Admins can view all records unconditionally.