Collision Detection and Prevention

If you and someone else work on the same record, a collision would occur if you were allowed to overwrite their changes (effectively erasing them). The platform prevents such collisions for all records, and provides an additional warning for potential collisions on cases.

Collision Prevention

The platform prevents update collisions by generating an error if someone else has saved ahead of you. (The message tells them their version of the record is out of date, and tells them who modified it.) They can then refresh their copy of the record to make the changes they intended.

Potential-Collision Warnings

For Cases, an additional warning helps to prevent potential collisions. A popup appears that tells you when someone else is viewing the same case you're looking at, so you have a chance to collaborate and communicate before making changes.