A customer record is the main system record used to store information about a person or organization you serve.
It can hold contact details and connect that customer to bookings, payments, requests, documents, messages, or other activity. The goal is to give staff one clear place to understand the relationship instead of keeping separate copies in different tools.
What Can a Customer Record Hold?
- Name and contact details.
- Company, household, or account relationships.
- Bookings or reservations.
- Invoices, payments, or balances when relevant.
- Requests, cases, notes, or service history.
- Documents, preferences, or communication history when needed.
Not every customer record needs every field. The record should stay focused on information the organization actually uses.
How Does It Connect to Other Records?
The value of a customer record comes from its relationships. A booking can point to the customer who made it. A payment can point to the related booking or account. A request can show which customer needs help.
Salesforce uses linked records in the same way. Accounts, contacts, activities, cases, and other records can be related so users can see more of the full history in one place.
How Does Booking Ninjas Use Customer Records?
Booking Ninjas is built on Salesforce, so customer information can connect to booking and operational records on the same platform. See Data Management for the wider data model.
Customers may also view selected information through a Customer Portal, depending on the portal setup and permissions.
Sources and Further Reading
- Salesforce Trailhead: Work with a Contact Record — explains how a contact record stores details and related activity.
- Salesforce Trailhead: Store Information About Your Customers — explains how accounts and contacts hold customer information and relationships.