Records

Record module allows you to view complete details of a Salesforce record, edit its fields, and view related details with ease. Here is the overview of Records Module UI Layout.

Viewing Records

There are multiple ways to open the Records as shown below.

• In Sfdc UI, navigate to a Record and then click on the Brobench icon to open the popup which shows that Record details
• In the Records module input text box, enter text containing Record Ids
• In the Record Quick Lookup input text box, enter text containing Record Ids
• Open the Record from the History menu
• Open the Record from SOQL or SOSL Datagrid by clicking on the Record Id

Check out the Video Guide in the above section which shows how to open the Records.

Fields Tab

Fields tab shows all fields/values of the record along with its label, type, and access information. You can filter fields by entering the search term in the Search Input box (which searches for API Name/Label/Field Value) or by selecting the Field Type or Field Groups from the Dropdowns.

Field Type Filter

Free

Field Groups

Essential

Edit Record

Check out the Video Guide in top of page which shows how to edit the Record.

If you want to make some quick changes, edit the values in the Fields Tab. Once you make any changes, the background color of that Field row is changed to pale Orange and Cancel/Save buttons are shown.

Once you are happy with changes, click on the Save button. Upon confirmation, the record in Sfdc will be updated and the screen will refresh with the latest record from Sfdc.

warning

When you are trying to interact in Popup Mode, the screen will disappear if you click on any other part of the Browser or focus out of the Popup dialog. So if you want to focus out of browser, make sure you are in Full Page view and then edit the record.

Clone Record

To clone the current record either with or without any changes, right-click on the record fields, and select Save as Clone.

App will prompt you to save the record as clone, and upon confirmation it will save the record as a new record, and that new record is opened in new tab.

Delete Record

To delete the current record, click on the Record More Actions menu and select Delete Record option.

Once clicked, app will prompt you to confirm to delete the record. Upon confirmation, app will delete the record (it will move the record to Recycle bin), and shows a message that the record has been deleted.

Child Records Tab

Free

Child Records tab shows all child records of the current record. It shows basic fields of those records like Id, Name, Record Type, Owner and Audit information grouped by corresponding child relationship. You can click on the Id column of a child record to open that child record details.

Quick Record Lookup

Click on the Record icon in the top left corner of the app to open the Record Quick Lookup panel. Once it is opened, you can enter any text containing Record Ids, and app will extract ids and shows the Preview of the records. You can click on any of the Records to open that record in full detail mode.

Record Preview Fields

Record Preview Fields feature allows you to view set of fields on top of the Record details page as well as in Record Preview Panel that is shown when you hover over any id. By default set of fields are shown for all Objects like Record Type, Owner and Audit fields. You can add additional fields to be shown as well. See the video guide below for more information.

Record Detail Tabs

When you open a record, app shows a set of tabs with various details of that record like Fields, 'Child Records', History etc., Brobench has a list of standard tabs that it shows but allows you to define your own custom detail tabs so you can have the right information in your hands for quick analysis

Standard Record Detail Tabs

The following table lists various tabs and when they are available

Name	Condition	Description
Fields	Always Shown	Shows all fields of the record
Child Records	Always Shown	Shows all child records of the record
<related list>	When you are viewing the a Related List in UI	When you navigate to a Record List page of a record, that Related list is automatically shown
History	Non-Setup Objects	Shows record history
Tasks	Non-Setup Objects	Shows the list of tasks related to this record
Notes	Non-Setup Objects	Shows all notes related to this record
Files	Non-Setup Objects	Shows Attachments and Content Files related to record
Hierarchy	Has at least one Hierarchy Field	Shows the Record hierarchy as per the selected field
Logins	User	Shows the Login history for the User
Setup Audit	User	Shows the Setup Audit for the User

Custom Record Detail Tabs

It is possible to define your Record Detail tab, which can show Record's Child Field or Query data by that record id.