Published at: 2026-09-17
Sales records overview
Sales Records capture communication, visits, and follow-up activity for Accounts, Leads, Opportunities, and other business data.
Business value
- Document key communications and business progress from prospect to closing.
- Preserve employee-held context as organization-owned business data, reducing information loss when responsibilities change.
- Keep account leaders and relevant team members updated on follow-up status.
- Provide a consistent source for sales analysis, customer service, and management review.
Data relationship
Sales Records can be related to Accounts, Leads, Opportunities, and other objects. The content, Related Data, owner, Cc Scope, and replies together determine where a record is visible in object details and Feeds.
A Sales Record is business data; follow-up activity is the area on an object detail page that displays Sales Records, Reports, Approvals, Tasks, and other collaboration data. You can create a Sales Record from this area and review related collaboration history there.
Usage and management
- Employees are responsible for creating, viewing, replying and managing Sales Records according to permissions.
- Administrators are responsible for Sales Record objects, fields, layouts, association rules, permissions and default scopes.
- In an interconnected scenario, the visibility range of upstream and downstream members is also affected by interconnected roles and feed permissions.