Anatomy of a Record

Here's an overview of the different sections of an individual record. We're using an account as an example, but the pages for leads, contacts, and opportunities are similar.

Records Layout

Your records are divided into three sections:

• Summary (callout 1 in the screenshot)

• Ask Oracle bar (callout 2)

• Panels with key information (callout 3)

Summary

The summary includes basic information about the account. What information you see is determined by the administrator.

The Ask Oracle Bar

The Ask Oracle bar in each record is the main way you update and interact with the record

• View information by entering show, and making a selection.

• Update individual account fields and add information. Enter update or add to see what updates you can make.

• Open AI agents. For example, entering Account, displays the AI agents available to you, such as Account Advisor and Generate Account Description.

• Create related information, by entering create. For an account, you can create contacts, opportunities, and leads.

• Email, call, assign ownership, and take other actions. The actions available depend your permissions.

• Enter filter and select what information you want to see.

• Search activities by keyword. For example, enter Tanaka and select Filter Tanaka, to find all the appointments, tasks, notes, and communications where Tanaka is mentioned.

Panels with Key Information

Panels display a few items of key information.

Links on the panels open complete lists.

Which panels you see depends on the type of record and your sales administrator setup.

You may need to scroll to see all of the panels:

• Use the floating navigation bar on the panels.

• Swipe on a touch screen.

• Use the wheel of your mouse.

• Use the Tab key.

Or, enter show in the Ask Oracle bar to see a list of all information you can view.

Here's an annotated screenshot of a few of the important panels on an account record

Callout Number	What It Is	How You Use It
1	Activities panel	The activities panel displays both pending and the most recent activities. It displays up to five future and past activities.
2	View All Activities link	Click to display and edit activities. On the Activities page, you can view the full text of notes, reply to emails, reassign tasks, and so on.
3	Navigation bar	Navigate to other panels.

View All Activities

Click View All Activities on the Activities panel to view a list of pending and recent activities. Activities in the activity stream can include notes, emails, phone logs, and changes to key fields, for example. What you see is determined by your permissions and your application administrator.

• Filter the activities by entering Filter in the Ask Oracle bar and select the type of activity you want to view. For example, entering Filter All Communications , displays all emails, phone exchanges, and emails.

• Search for keywords in text or search for a particular person associated with an activity.

• Take actions on individual activities by clicking the Actions menu (the 3 horizontal dots).

• You can return to the record overview by clicking Go to Overview or you can use the browser back button.

Here's an annotated screenshot of an account Activities page:

Callout Number	Description
1	Ask Oracle bar
2	Links to view more details.
3	Activities menu

View All Contacts and Other View All Pages

The pages you reach by clicking the View All links let you see all of the information for the record and act on it. The Contacts page, for example, lets you filter the contacts, search for them. You can email a contact, make calls, and sort by any column.

Here's a screenshot the Contacts page for an account annotated with actions you can take.

Callout Number	What You Can Do
1	Search and filter by contact attributes in the Ask Oracle bar
2	Drill down into the contact record to edit it.
3	Call and email.
4	Make a contact primary or remove the contact from the account.

Details (Edit) Pages

You can edit some, but not all,basic details about a record by clicking the Details button at the top of the details page.

On the page you can use the field actions menus (the 3 dot icons highlighted in the screenshot) to broaden or narrow down your search. For example, if you don't see the correct company in the list of hits when making an entry in the Parent Company field, you can select a broader saved search from the menu. For more information, see the topic:How do I search in fields in the Edit (Details) pages?