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Record Presence: Who's on my Record?
Think Salesforce tracks user activity? Think again.
$1,000 USD/company/month
- Business Need
- ProductivityCustomer ServiceCollaboration
- Requires
- None
- Compatible With
- Sales CloudService CloudNonprofit Solutions
'Record Presence: Who's on my record?' enables visibility of users currently editing or previously edited the record you are viewing. You’ve invested in Salesforce — now make sure you’re getting full operational transparency from it.
Highlights
💻 Real-Time User Presence: Instantly see which users are viewing or editing a record. Great for troubleshooting user-reported issues, managing record-level access, and identifying high-traffic objects.
🎨 Color-Coded Status Indicators: A status bullet (green, yellow, red by default) alongside a user’s name and profile picture reflects real-time activity. A subtle halo around the user photo reinforces this visual cue, offering at-a-glance status.
🔍 Comprehensive Viewing History: 1. A comprehensive list of users who have accessed the record over a customizable period. 2. The number of times each user has viewed the record. 3. The most recent date and time of access for each user.
📈 Audit-Friendly Insights: Need to investigate data changes or ensure compliance? Combine edit/view data with field history tracking for a full picture of who did what, and when.
🧑💻 Easy Deployment, No Custom Code: Simply add the Record Presence tile to your Lightning page layouts without disrupting your current layout or workflow. No Apex, no Flow, and no heavy configuration are required.
🧩 Support Process Optimization: Help team leads and stakeholders understand usage trends and collaboration overlaps, without requiring extra tools or reports.
🏆 Boost Collaboration & Reduce Conflicts: Eliminate accidental data overwrites or duplicate work by knowing exactly who’s involved with a record, whether they’re making edits or simply viewing.
Provider Details
Artichoke Consulting LLC
Portland, OR
We are a tech team that focuses on end user adoption and great go-lives. Our people-first Enablement methodology ensures your Salesforce implementation will be well understood and foundational, building trust with your team and customers. Every business is unique, and every team is in a different situation. Our team will meet you where you are to take the next step in your business and IT journey. Our core strengths: -Technology consulting -Strategic IT roadmapping for enhanced operational efficiency -Business process optimization to streamline operations and drive productivity -End-to-end project leadership -Team building Our technical strengths include: -Salesforce Solutions including Sales, Service, and Community/Experience Clouds -Custom software development on the Salesforce platform to meet your unique business needs -Cyber security with Salesforce Shield With a proven track record in delivering successful projects, we are dedicated to helping your organization thrive in today's fast-paced and digitally-driven landscape. We can’t wait to meet you!
Pricing Details
For a flat monthly fee of $1,000 USD per Salesforce instance, an unlimited number of users can access and leverage this app.
Default Plan
$1,000 USD/company/month