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Record Presence: Who's on my Record?

Think Salesforce tracks user activity? Think again.

Overview

'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.

See How Record Presence: Who's on my Record? Works

💻 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.

'Record Presence: Who’s on My Record?' gives your team unprecedented visibility into user engagement with any Salesforce record. Seamlessly integrated into all Lightning pages, this dynamic component reveals who is actively viewing, currently editing, or has recently interacted with a record when you need it most. You've invested in Salesforce. Now take the next step toward operational transparency and collaboration by knowing exactly who’s on your record, when, and why. With Record Presence, Salesforce becomes not just a data repository, but a living, collaborative workspace where user activity is clear, coordinated, and fully transparent.