Conversations automatically link relevant People, Accounts, and Opportunities to your call recordings. This helps you keep your records organized and provides valuable context for your conversations. You can edit these related records details to ensure accuracy and maintain data integrity.

In this article, you will learn how to edit related records. This article includes:

• Before You Edit Related Records Details
• (Video) How to Edit Related Record Details
• Edit Related Records Details Instructions
• Additional Information: Edit Related Records Details
• Next Steps

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Before You Edit Related Records Details

• Have a Salesloft account with access to Conversations.
• Related Records are People, Accounts, and Opportunities related to a recording. For example, if you host a meeting with a Person record, Salesloft will relate the Person to the recording. These records appear on the Conversations page and the recording’s details page.
• Related records are automatically linked to recordings, however, you can edit the data at any time.

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(Video) How to Edit Related Record Details

Watch this quick video to learn how to edit related record details.

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Edit Related Record Details Instructions

To edit Related Records details, follow these steps:

1. Go to the Conversations Page: In Salesloft, navigate to the Conversations page. Hover over the Activity menu and click Conversations. 
2. Locate the Recording: Find the recording whose related records details you want to edit and click on it.
3. Open Related Records: Click the Related Record drop down.
4. Select the Pencil Icon: Click the pencil icon in the Related Records drop down to open the Edit Related Record Details window.
5. Edit the Fields:  
   
   • Account: Select or update the Account related to the recording.   
   • Opportunity: If applicable, select or update the Opportunity related to the recording. The Opportunity field becomes available after you select an Account.   
   • Person: Select or update the Person related to the recording.
6. Save Changes: Click Save to apply your changes to the related records. 

Figure 1: Edit Related Record Details Window

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Additional Information: Edit Related Records Details

• Related records are automatically linked based on the participants in the meeting or call.
• If a record is not found, you can manually link a related record to the recording. 

Why does the Person Record Show "Access Restricted"?

When a user, including an admin, sees the Access Restricted label on a Person record in a Conversations Recording, it is almost always because the Person record has been deleted. This label can appear in the "Related Records" section. Even if a user's access and visibility settings are set to "Owned by Anyone," they will still see this restriction because the record itself no longer exists.

Figure 2: Person Record "Access Restricted" in Related Records

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Next Steps

• Review related records on your recordings to ensure accuracy.
• Update related records details to maintain data integrity.
• Explore other Conversations features, such as searching, filtering, and sharing recordings.