Published at: 2026-09-17
Sales records FAQ
What is the difference between Sales Record and follow-up updates?
A Sales Record stores account follow-up content. Follow-up activity is the area on an object detail page that brings together Sales Records, Reports, Approvals, Tasks, and other collaboration data.
I have Account data permissions. Why can’t I see other users’ Sales Records?
Account follow-up activity is affected by feed permissions, Account data permissions, and related-team role permissions. Check how the user obtained access to the Account and whether the related-team role has read-only activity permissions. If the organization enables the phased-release restriction for activity obtained through data sharing, users whose Account access comes only from data sharing cannot view activity published by others.
Why do the fields change after clicking “Show More”?
Use the mobile summary layout before expansion, and use the detail page layout after expansion. Administrators need to configure both layouts separately.
Why does the Account remain on the detail page after I clear the Account field?
The Account shown in the list usually comes from a lookup field, while the Account on the detail page may come from Related Data. These are different fields. Clearing the lookup field does not automatically clear existing Related Data.
Will searching related fields automatically bring in related business data?
Yes. When creating a new Sales Record, the search related data that meets the configuration can be automatically written into the related business data fields. When later modifying the two fields, they should be checked separately.
Can Sales Record set up Reviewer?
No. Reviewer belongs to the Report capability.
Does the Sales Record button support the pre-validation function?
Currently, the Sales Record object button does not support the pre-add verification function.
If the account manager does not have the permission to create a Sales Record, can he still create one?
No. Whether a new Sales Record can be created depends on the create permission of the Sales Record object, and is not directly determined by the identity of the account owner.
Does Sales Record support update import?
Not supported. Sales Record import only supports new data and does not support updating existing data through import.
For more instructions, see Recording and viewing customer follow-up and Configuring Sales Record objects and association rules.