Insight Fields in Sales Documents

Insight fields are system-computed, read-only fields that derive their values from related activities, communications, and record events. These fields update automatically based on activity data and cannot be edited or configured. They help users clearly understand engagement history, prioritize follow-ups, and analyze interactions without entering data manually. Below are the available insight fields in sales documents.

Created by

Stores the user who created the sales document.

Created on

Stores the date and time when the sales document was first generated.

Modified by

Stores the name of the user who last updated the document.

Modified on

Stores the exact date and time when the document was last modified.