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.
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.