The details page of any record includes all the information that you need in a single, well structured, and clean view. On the details page, you have access to the record's information, the Activity Timeline that includes emails, phone calls, notes, mentions, and all the related lists for that record. Use this View whenever you want to have the complete detail of a record.
In this tutorial we will cover the following topics:
Navigate to the Detail Page of any Record
Open your menu, select your desired app, and click the 'All {App_name}' to get to the List view. There you can click the Record's ID or Name to get to the detail page.
Detail Page Section
Information Card
This section shows all the available information. If you have added Sections to your form then it will be divided into those sections. It could also have a 1 column or 2 columns layout.
If there is a Reference or Reference Multi-select Field in the form, then it will be displayed as a link. When clicked it will take you to the referenced record.
Activity Timeline
Here is where you can see all the information about different activities and interactions that occurred with the record. You can search for keywords to get to an activity faster or use the filters to see only the activity types you are interested in.
In the Activity Timeline, you have access to the Actions button that will display different options depending on the current App. Send emails, call contacts, schedule meetings, and add attachments through this button. You can also leave notes and @mention team members.
Other features available here include staring activities, sharing activities across Apps, and changing the email visibility configuration of an individual email.
Related Lists
Whenever there is a Reference from one App to another, it will be shown in the form of a Related List. These lists include all the records that are a reference to another App, for example, the contacts available in an Opportunity.
On top of providing information on that referenced record through the card, you have the option to navigate to that record just by clicking it.
To add new related records click on the 3 dots located right next to the Related List name to get the 'Add {App_Name}' option.
For the Contacts and Opportunities Apps (out-of-the-box) there is an additional option called 'Manage {App_Name}' where you can add or remove existing records.