Deep dive into a record

Learn how to access the details of any Salesforce records.

Patrick Monnot avatar
Written by Patrick Monnot
Updated over a week ago

Access your object details

At times, you might want to look into all fields in a specific record, without changing the full dashboard. In Pod, you can open our side drawer, allowing you to review the details of any record in your pipeline.

To open the side drawer for a specific record, you can:

  • Click on the vertical “…” sign at the complete right of the record’s row and select “View Details”

  • Click on the record name directly

Record side drawer navigation

Pod allows you to:

  • Configure the fields you want to see in your side drawer

  • Update any field in the side drawer, directly reflected to Salesforce

  • For your opportunities, update your contact's role (assign new contact, change role, mark as primary, and delete)

  • For other records, review related opportunities.

![Record side drawer navigation](<a href="" target="_blank" rel="nofollow noopener noreferrer"></a>)  Record side drawer navigation

In the side drawer, you can navigate between various records, lightening fast. Go from opportunity, to contact, to account, to opportunity again.

Access your notes

You can also access the notes related to any record directly through the side drawer

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