Published at: 2025-10-30
How to Use Sales Records (Upstream Context)
I. Feeds Entry Points
1.1 How to Create a Sales Activity Record
- Create Entry: Users can click [Sales Activity] at the top of [Feeds], select the corresponding [Record Type], and switch to the relevant layout page.
- Entry Control: The [New] button for Sales Activity is controlled by the backend permissions: Business Function Permissions > Roles > Sales Activity > Create.
- 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.
- 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
Feeds - Sales Activity
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Assign Record Type - All Employees
Assign Record Type - All Employees
1.2 How to View Sales Activity Records
- Data Scope: In Feeds, users can view records they created, as well as records shared with them via [Cc] or [@Mention].
- 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
Feeds - Sales Activity List Page
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Admin Console - Preset Objects - Sales Activity - Layout
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
Business Function Permissions - Roles - Sales Activity - Void
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Recycle Bin - Sales Activity
Recycle Bin - Sales Activity
II. Sales Activity Object List & Detail Page Entries
1.1 How to Create a Sales Activity Record
- Publish Entry: Click [New] at the top-right of the list page, select a [Record Type], and switch to the layout page.
- 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
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.
Function Permissions: Create, edit, and import permissions are controlled via Business Function Permissions > Roles.
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Data Permissions - Sales Activity
Data Permissions - Sales Activity
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Business Function Permissions - Sales Activity
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.
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
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
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].
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)
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.
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.