Sales Record Object Configuration

1. Sales Record Object Settings

Access Path: Admin Console > Object Management > Preset Object Management > Sales Record

1.1 Basic Information

Administrators can customize the name, description, and other details of the Sales Record.

1.2 Field List

Administrators can add or edit fields for Sales Records and configure them in corresponding layouts.

1.3 Field Dependency

Establishes dependencies between fields.

Example: If a dependency is set between Record Type (Sales Record) and Follow-Up Activity (Onsite Training), frontline staff can only select “Onsite Training” as the Follow-Up Activity when creating a Sales Record of this Record Type.

1.4 Role-Based Permissions

Administrators can configure functional permissions for Sales Records based on employee Roles within the organization.

1.5 Layouts

Includes three main layouts:
- Detail Page Layout
- List Page Layout
- Mobile Summary Layout (also applies to web summary layout)

Administrators can edit preset layouts or create new ones. After configuration, layouts can be assigned based on Roles and Record Type.

Note: In Feeds, Sales Records displayed before clicking [Show More] follow the “Mobile Summary Layout.” After clicking, they switch to the “Detail Page Layout.” To maintain consistent field visibility, ensure both layouts share the same field scope.

1.6 Layout Rules

Enables dynamic display of Report layouts based on field conditions or during Report creation/editing.

Example: When the reviewer for a daily plan Report is “Li Si,” the system enforces “Next Work Plan” as a required field.

1.7 Record Type

Administrators can create Record Types for different business scenarios and assign them to specific Roles.

• Record Types can be assigned to Roles after creation.
• Special Note: The “All Employees” Role applies to every employee. When administrators configure Record Types for this Role, they take effect company-wide. Users can also click [Select All] to assign a Record Type to all Roles.

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[PC/Web] Sales Record Record Type

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[Mobile] Sales Record Record Type

1.8 Validation Rules

Administrators can set validation rules for Sales Record creation/editing to block non-compliant data.

Example: If an employee submits a Sales Record, the system validates whether the owner belongs to the Sales Dept. If not, it displays an error and prevents saving.

1.9 Scenario Management

Preset scenarios help users narrow Sales Record ranges. Administrators can also create custom scenarios and set priorities.

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[PC/Web] Sales Record Scenario Switch (Sales Record List Page)

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[Mobile] Sales Record Scenario Switch (Sales Record List Page)

2. Sales Record Settings

Configures associated objects and Cc rules for Sales Records.

2.1 Association Settings

#### 2.1.1 Flexibility Settings
Determines whether created Sales Records can modify or delete associated business object data.

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Sales Record Association Settings

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[PC/Web] Flexibility Settings (Demo)

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[Mobile] Flexibility Settings (Demo)

2.1.2 Association Rules

Configures one-way association rules (A → B, not B → A) for Sales Records.

Example: If Leads are associated with Accounts, Sales Records created in a Lead’s Follow-Up Activity will automatically sync to the associated Account’s Follow-Up Activity, but not vice versa.

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Sales Record Settings - Association - Associated Objects

• Associated Object Selection: Based on the scope of Lookup fields in the initiating object. For example, when selecting objects associated with Leads, only objects referenced by the Lead’s Lookup fields are available.

Format: [Associated Object (Source Object.Lookup Field Name)]
Example: [Account (Lead.Lookup Account)]

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Lead - Lookup Account Field

Key Requirement: When creating a Sales Record in a Lead’s Follow-Up Activity, ensure:
1. The Lookup field matches the backend association setting.
2. The current Lead has a value in this field.

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Publishing Sales Records in Follow-Up Activity (Ensure Lookup Field Has Value)

2.2 Cc Default Settings

Administrators can set default Cc rules for different scenarios. Employees publishing Sales Records will automatically Cc the predefined recipients.

• Rule Scope: Applies to the sender of the Sales Record.
• Preset Cc Range: Defines default recipients.

Note: Multiple rules can be created for the same sender. The system applies the union of all matching rules.