A private message thread hung off a record - typically a Case - to coordinate with a third party or vendor without the customer seeing it (side conversations are internal-only by design and never customer-visible). channel is Email or Internal (defaults to Email when started), status is Open or Closed. The messages themselves are child SideConversationMessage rows.
Fields
| Field | Label | Type | Required | What it does |
|---|
Channel | Channel | PickList | | Email or Internal. Defaults to Email when the thread is started without an explicit channel. Values: Email, Internal. |
RecordId | Record | Lookup → Case | Yes | The id of the record this thread hangs off (a Case, or any entity with the side-conversation actions registered). Note it is the bare record id only - the entity name is not stored on the conversation; replies and closes address the conversation by its own id. |
Status | Status | PickList | | Open or Closed. Set to Open on start; the CloseSideConversation action flips it to Closed. Replies do not reopen a closed thread. Values: Open, Closed. |
Subject | Subject | Text | | |
Actions
| Action | Label | Type | What it does |
|---|
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
EditInLine | Edit | EditInline | Edit in page. |
- Case — looks up via
CaseId
