Published at: 2026-09-17
Manage sales records
Edit, void and export sales records with permissions.
Edit Sales Record
- In the Sales Record object list or details page, open the target record.
- Click Edit.
- Modify the fields that allow editing.
- Save the changes.
The editing entry point is controlled by role business function permissions.
When editing a Sales Record, whether the associated business data can be modified or deleted depends on the flexibility of the Sales Record association configured by the administrator.
Void Sales Record
- Open the target Sales Record.
- Click Void.
- Confirm the void operation.
The creator can invalidate the Sales Record he created at any time, but his role must have the Sales Record > Invalidation business function permission. Administrators with recycle bin management rights can restore invalidated Sales Records in Setup.
Export Sales Record
- Enter the Sales Record object list.
- Filter the data to be exported.
- Select the target record.
- In More actions, select Export.
- Select the export fields and generate the file.
Sales Record import only supports new data and does not support updating existing records through import.
Operation scope of interconnected members
- New and invalid permissions are controlled by the interconnection role configured by the upstream administrator.
- List data is controlled by external basic data permissions and external data sharing permissions.
- Follow-up activity data is controlled by the external team data permissions of the business object.
When a downstream member creates a Sales Record, he or she must first select the associated business data before selecting relevant personnel in the @Select Person component:
- Upstream Organization: Upstream related team members from the corresponding partners of the associated business data.
- This organization: Members of this organization from external relevant teams of this business data.
Interconnected object lists and follow-up updates use different permission sources. The list is determined by external basic data permissions and external data sharing permissions; customer follow-up updates only look at the customer’s external team data permissions and have nothing to do with the external basic data permissions of the Sales Record object.
Sales Record does not support setting Reviewer, and the Sales Record button in Setup does not support adding pre-validation functions. Even if the employee is the account leader, he still needs to have the New business function permission of Sales Record to publish records.
[!WARNING] Voiding will change the Sales Record status. Before operating, please confirm that this record is no longer used for current business follow-up.