Record Presence

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.