Working with records

Record

A record is an integral part of any object definition. Platform stores object data as records. Users enter record data into fields, such as Name and Address. For instance, in the provided CRM application, a lead created

 

Advance Record Controls

Platform provides controls for cloning, merging, and converting records, among other actions. You can control which actions are available for users by setting permissions and editing pages. Topics in this section describe how to perform actions from the toolbar group actions menu shown below. Note that some menu options, such as Tag, are only available if their associated property or attribute is enabled in the object definition.

Group Actions Menu

The following topics describe how to work with records: