🔬 Records

What It Does

The Records tab is your deep inspector for Salesforce records. Load any record by ID and see every field—along with its API name, type, and updateability status. Navigate through related records with breadcrumbs, pin frequently-accessed records for quick re-access, and edit fields inline (with org-level permission controls). Specialized sub-tabs for User Manager and Security Manager make user inspection and permission debugging faster.

Why Use Records Tab

Faster record inspection than Salesforce UI

Paste a record ID and instantly see all fields with their API names. No clicking through tabs or field layouts—everything is visible in one organized table.

Inline editing without setup navigation

Double-click any updateable field to edit inline. Changes are pushed to Salesforce immediately via REST API. Useful for quick fixes, testing, and data cleanup.

Breadcrumb navigation for related records

Click lookup fields to jump to related records. Breadcrumbs track your path, letting you backtrack with one click instead of navigating separately.

Bulk record scanning with rate limits

Scan up to 200 record IDs at once. The tool batches requests (5 at a time) to avoid API limits while completing scans in 10–15 seconds.

User and Security inspection sub-tabs

User Manager searches/filters users and shows profile/permission set assignments. Security Manager displays object permissions, field-level security, and sharing rules for the current record.

How to Access Records

Open the TrackForcePro workspace and click the Records tab (🔬 icon). You can also jump to Records from:

• Command Palette — Press Ctrl+K (Cmd+K on Mac), type "Records" or paste a record ID
• Sidebar — Click the Records shortcut on any Salesforce page
• Show All Data — Right-click on a Salesforce record page and select "Show All Data"

The Records tab opens with a lookup field at the top. Enter a record ID (15 or 18 characters) and press Enter to load the record.

Looking Up Records

Enter a Salesforce record ID (15 or 18 characters) into the lookup field and press Enter (or click Load). The Records tab fetches the record and displays all its fields below.

Record History

TrackForcePro tracks your last 25 lookups per session in a dropdown. Click the history icon to re-access recently-viewed records without re-typing their IDs.

Org-Scoped Caching

Field metadata is cached per org (keyed by orgId and objectName) to prevent stale descriptions from leaking across different Salesforce orgs. Cache is cleaned automatically.

All Fields Table

Once a record loads, a paginated table displays every field on that record's object. The table shows 100 fields per page for smooth performance, even on objects with hundreds of fields.

Pagination Controls

Use Prev/Next buttons at the bottom to navigate pages. A page counter shows your position (e.g., "Page 1 of 8"). Click on page numbers to jump directly.

Sorting & Searching

Click column headers to sort (label, API name, value, type, or updateable). Use the search box to filter fields by name—helpful when looking for a specific field on large objects.

Inline Editing Fields

Double-click any field in the Value column to edit it inline. An input control appears with the correct type:

• Text fields — Standard text input
• Checkbox fields — Dropdown with true/false options
• Long text / textarea — Multi-line text input
• Number fields — Numeric input
• Date fields — Date picker

Saving & Canceling

• Save: Press Enter (or click outside the field)
• Cancel: Press Escape

How It Works

Once you press Enter, the edit is sent to Salesforce via REST API PATCH request to `/sobjects/{ObjectType}/{RecordId}`. The field updates immediately on the page and persists in Salesforce.

Per-Org Permission Controls

Inline editing respects per-org settings in Settings → Inline Edit Permissions. By default, all orgs allow editing (fail-open). You must explicitly disable editing on production orgs to prevent accidental changes. Check the Org Management section in Settings to manage per-org inline edit permissions.

Pinned Records

Pin frequently-accessed records to avoid re-typing their IDs repeatedly. Click the Pin button next to any loaded record to add it to your pinned list.

Using Pinned Records

Pinned records appear in a list at the top of the Records tab. Click any pinned record to load it instantly with all its fields. Each click skips the lookup step entirely.

Storage & Org Scoping

Pinned records are stored per-org (via storage key `tfp_pinned_records_{orgId}`). Switching orgs shows different pinned lists—no contamination between environments.

Managing Pins

Click the X button next to any pinned record to remove it. Your pinned list persists across browser sessions.

Breadcrumb Navigation

When you click a lookup field value (like an Account ID or Contact ID) in the All Fields table, Records automatically loads that related record and creates a breadcrumb trail.

How It Works

• Click a lookup field value → The linked record loads instantly
• Breadcrumb appears → Shows your navigation path (e.g., Opportunity → Account → Parent Account)
• Click any breadcrumb → Jump back to that record in the trail
• Path auto-truncates → When you jump backward, the path cleans up to maintain clarity

Use Case: Investigating Related Data

You're looking at an Opportunity and want to check its Account, then the Account's Parent, then Contracts on the Parent. Breadcrumbs let you navigate all three records without closing and reopening the Records tab.

Bulk Record Scanning

Scan up to 200 record IDs at once to view multiple records' metadata side-by-side. Useful for checking whether records exist, comparing field values, or verifying data integrity across a batch.

How to Scan

1. Enter comma-separated record IDs into the bulk scan field (15 or 18 character IDs)
2. Click the Scan button
3. A progress indicator shows status (e.g., "Scanning 15 of 50")
4. Results appear in a table with all fields for each record

Rate Limiting & Performance

Bulk scans process records in batches of 5 concurrent requests using `Utils.createRateLimiter(5)`. This prevents API call overages on your org. A typical 50-record scan takes 10–15 seconds.

Sub-Tab: User Manager

The User Manager sub-tab (within the Records tab) provides specialized tools for inspecting and managing Salesforce users.

User Manager Features

• Search & filter — Find users by name, email, or username
• Profile & permission sets — See which profile and permission sets are assigned to each user
• Status & activity — View activation status, last login date, and license type
• Inline editing — Edit user fields (where permissions allow) using the same inline-edit mechanism as Records
• History & breadcrumbs — All standard Records features work with user records

Common Tasks

• Deactivate a user (set Active = false)
• Check last login to identify inactive users
• View profile and permission set assignments at a glance
• Update email or phone in bulk by scanning multiple user IDs

Sub-Tab: Security Manager

The Security Manager sub-tab displays record-level and object-level security for the current record, helping you debug permission issues without visiting Setup.

Security Manager Sections

• Object Permissions — Your Create, Read, Update, Delete access to this record's object (based on your profile and permission sets)
• Field-Level Security — Which fields your profile can read and modify (useful when investigating "permission denied" errors)
• Sharing Rules — All org-wide defaults, role hierarchies, and manual sharing that apply to this record's object

Use Cases

• A user reports they can't edit a field → Security Manager shows the field isn't updateable for their profile
• A record should be visible to a role but isn't → Check Sharing Rules and role hierarchy
• Verify your own CRUD permissions on an object before running scripts

Tips & Common Workflows

Quick Record Inspection

• Copy & paste record ID — Grab the ID from the Salesforce URL and paste into Records. Instant field view.
• Pin frequently-checked records — Avoid re-typing IDs for records you visit daily.
• Search fields — Use the field search box to find a specific API name on large objects (e.g., "Account" on a 400-field object).

Exploring Related Data

• Use breadcrumbs to navigate — Click lookup fields to jump between records. Breadcrumbs let you backtrack instantly.
• Build navigation chains — Opportunity → Account → Account Owner (User) → Profile. All in the same Records tab.
• Remember page numbers — If a lookup field is on page 5 of 10, note that for next time.

Data Cleanup & Testing

• Inline edit in bulk — Scan 20 record IDs, then inline-edit a field on each (e.g., update Status across a batch).
• Verify field types — Before writing code that updates a field, check the Type column. Date fields need date format; number fields need numbers.
• Disable inline editing on production — Settings → Inline Edit Permissions. Block accidental changes.

Permission Debugging

• User can't access a field? → Open Security Manager and check Field-Level Security for that user's profile.
• User can't see a record? → Check Sharing Rules and verify role hierarchy allows read access.
• Test your own permissions → Load any record and check Security Manager to confirm your effective permissions on that object.

User Management

• Find inactive users — Use User Manager to filter by last login date and identify users to deactivate.
• Bulk user updates → Scan multiple user IDs and inline-edit a field (e.g., update Title across a department).
• Check permission set assignments → User Manager shows every permission set a user has. Useful for audit compliance.