Navigate Salesforce Records

Summary

The application record allows you to view submitted data in the Details tab, track required and completed documents with a progress bar in the Checklist Items tab, and review the applicant’s education history in the Related Records tab.

Body

Navigating Application Record

Instructions

1. From the application record you will be able to see the data that came in from the application on the ‘Details’ tab.

 

 

2. Clicking on the ‘Checklist Items’ tab near the middle of the screen will allow you to see the application checklist and the documents that have been completed along with the documents that still need to be submitted/completed. You will also see the progress bar.

 

 

3. The last tab is the ‘Related Records’ tab. This is where you can see the education history of the applicant/student. 

Outcome

You can view the application details, track checklist progress and submitted documents, and access the applicant’s education history from the application record.

Details

Details

Article ID: 171211
Created
Wed 4/1/26 4:47 PM
Modified
Tue 4/7/26 12:57 PM

Attachments

pdf

Navigating Application Record.pdf  · 177 KB Computer

Mon 4/6/26 8:30 PM
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