# Explore: Account Object — All Operations

> **Goal**: Fully explore Account object — list view, detail, create, edit, delete. Account is the central CRM entity linked to Opportunities, Contacts, Contracts. Key for DATA-001 (field labels) and VAL-004 (validation errors).

## Status: NOT STARTED

---

## Operation Paths

### ACCT-L01: List View — Default State
- **URL**: `/object/Account`
- **Actions**: Observe after page loads
- **Capture**:
  - Column headers: "Account Name" vs "Name"? (DATA-001)
  - Columns seen: Account Name, Important, Online CSA Accepted, Internal User, Account ID, FY22 Cloud IB
  - Record count, empty state if no data
  - Quick Analytics cards
- **[SCREENSHOT]** `account/list_default.png`
- **Check**: Column label "Account Name" (SF) vs "Name" (NexusCRM bug)

### ACCT-L02: List View — Quick Analytics Cards
- **URL**: `/object/Account`
- **Actions**: Observe Quick Analytics section
- **Capture**: Card titles, values — relevant metrics or junk?
- **[SCREENSHOT]** `account/analytics_cards.png`
- **Check**: Same issue as LIST-001? Irrelevant metrics?

### ACCT-L03: List View — Column Picker
- **URL**: `/object/Account`
- **Actions**:
  1. Click "Columns"
  2. Note AVAILABLE count (was 12 on NexusCRM vs 234 on SF)
  3. Note SELECTED count (was 0 even with columns visible)
  4. Select fields, apply, refresh, check persistence
- **[SCREENSHOT]** `account/column_picker.png`
- **Check**: DATA-002 — SELECTED(0) mismatch, localStorage persistence

### ACCT-D01: Detail View
- **URL**: Click an Account record (if data exists)
- **Actions**:
  1. Navigate to detail page
  2. Observe field layout: which field is FIRST?
  3. Note all field labels
  4. Check for "SystemModstamp" as first field (LABEL-003 issue)
- **[SCREENSHOT]** `account/detail_view.png`
- **Check**: Field order, label quality

### ACCT-E01: Edit Form — Field Labels
- **URL**: Account detail → Edit
- **Actions**:
  1. Click "Edit"
  2. Note every field label in the form
  3. Compare: "External Id C" vs "External ID", "Portal Id C" vs "Portal ID"
  4. Note required field indicators
- **[SCREENSHOT]** `account/edit_form.png`
- **Check**: DATA-001 — ApiName variants vs proper Labels

### ACCT-E02: Edit — Trigger Validation Error
- **URL**: Account edit form
- **Actions**:
  1. Set Industry = "Technology" (to trigger NOT(ISBLANK(Industry)) rule if exists)
  2. Click "Save"
  3. Observe error message: friendly vs "unknown name NOT"
- **[SCREENSHOT]** `account/edit_validation_error.png`
- **Check**: VAL-004 — internal error leaked to UI

### ACCT-C01: Create — New Account Form
- **URL**: `/object/Account` → click "New Account"
- **Actions**:
  1. Click "New Account"
  2. Observe form fields, labels, order, required indicators
  3. Fill minimal fields and save
- **[SCREENSHOT]** `account/create_form.png`
- **[SCREENSHOT]** `account/create_submit.png`

### ACCT-D02: Detail — Related Lists
- **URL**: Account detail page
- **Actions**:
  1. Scroll down to related lists
  2. Check for: Contacts, Opportunities, Cases, Notes, Activities
  3. Note which related lists exist
- **[SCREENSHOT]** `account/detail_related_lists.png`

### ACCT-DEL01: Delete Account
- **URL**: Account detail page
- **Actions**:
  1. Find "Delete" button
  2. Click → observe confirmation
  3. Cancel (do not delete)
- **[SCREENSHOT]** `account/delete_dialog.png`

---

## Results

| Path | Status | Screenshot | Observations |
|------|--------|------------|-------------|
| ACCT-L01 | | | |
| ACCT-L02 | | | |
| ACCT-L03 | | | |
| ACCT-D01 | | | |
| ACCT-E01 | | | |
| ACCT-E02 | | | |
| ACCT-C01 | | | |
| ACCT-D02 | | | |
| ACCT-DEL01 | | | |

## Bugs Found

| # | Path | Description | Severity | Related Scenario |
|---|------|------------|----------|-----------------|