> For the complete documentation index, see [llms.txt](https://docs.kernel.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.kernel.ai/integrations/salesforce-integration/show-kernel-data-on-account.md).

# Show Kernel data on an Account

Add a Kernel tab to Salesforce Account records in Lightning Experience.

Add a **Kernel** tab to your Account record page so users can see the linked Kernel Account's fields without leaving the Account.

We recommend Salesforce's standard **Related Record** component. It displays values from `Kernel_Account__c` and keeps Kernel data separate from your Account fields.

{% hint style="info" %}
This guide covers **Salesforce Lightning Experience**. Create the tab in **Lightning App Builder**. The **Account page layout** controls the lookup field; the **quick action layout** controls which Kernel fields appear.
{% endhint %}

## Before you start

You need a Salesforce admin with **Customize Application** permission and the [Kernel Salesforce package](/integrations/salesforce-integration/package-installation-guide.md) installed.

Choose an Account with populated Kernel data. Its **Kernel Account** lookup (`Account.Kernel_Account__c`) must point to the related Kernel Account record.

As a sync check, confirm that **Linked Account** on the Kernel Account (`Linked_Account_Field__c`) points back to the same Account.

The Related Record component follows **Account → Kernel Account**. A populated Linked Account field alone is not enough.

Give intended users **Read** access to the Account, the linked Kernel Account record, and each field you display. Start with **Kernel Readonly PermissionSet** and check record sharing. Check **Read** access to `Account.Kernel_Account__c` separately. If it is missing, grant it through a profile or permission set.

## 1. Add the lookup to the Account layout

1. Go to **Setup → Object Manager → Account → Page Layouts**.
2. Open the layout assigned to your users and Account record type.
3. Add the **Kernel Account** lookup field to the layout, then **Save**.

Repeat for each Account layout used by your intended users. Salesforce requires this lookup on the main object's layout so the Related Record component can refresh. See [Salesforce's Related Record component guidance](https://help.salesforce.com/s/articleView?id=sf.lightning_page_components.htm\&language=en_US\&type=5).

## 2. Choose the Kernel fields to show

Create an action on **Kernel Account**, the object whose values you want to display:

1. Go to **Setup → Object Manager → Kernel Account → Buttons, Links, and Actions**.
2. Click **New Action**.
3. Set **Action Type** to **Update a Record**.
4. Enter **Kernel account details** as the label and **Save**.
5. Open **Edit Layout** for the action. Add the fields your users need. Remove other fields where Salesforce allows it, then **Save**.

A useful starting set is:

| Suggested value           | API name                          |
| ------------------------- | --------------------------------- |
| KERN ID                   | `Kernel_ID__c`                    |
| Legal name                | `Kernel_Legal_Name__c`            |
| Recommended headcount     | `Kernel_Headcount_Effective__c`   |
| Recommended revenue (USD) | `Kernel_Revenue_Effective_USD__c` |
| Operating country         | `Kernel_Country__c`               |
| Operational status        | `Kernel_Operational_Status__c`    |

Labels can vary by package version. Use the API names to identify fields populated by your configuration. See the [Kernel Account object reference](/integrations/salesforce-integration/kernel-account-object-reference.md) for more choices.

The action defines the component's fields. Creating it does not copy values onto Account or run a sync. See [Create object-specific quick actions](https://help.salesforce.com/s/articleView?id=platform.creating_object_specific_actions.htm\&language=en_US\&type=5).

## 3. Add the Kernel tab

1. Open an Account in the Lightning app your users use. Select **Gear → Edit Page**.
2. Select the **Tabs** component. If the page has none, add one in the main content area. Click **Add Tab**, choose **Custom**, enter **Kernel**, and click **Done**.
3. Select the new tab on the canvas. Drag the standard **Related Record** component into it.
4. In the component properties, set **Lookup Field** to **Kernel Account** and **Update Action** to **Kernel account details**.
5. Set **Header Label** to **Kernel data**. Leave **Create Action** unset.
6. Click **Save**, then check **Activation**. Assign the page to the intended app, record types, and profiles.

For the tab controls, see [Add and customize tabs in Lightning App Builder](https://help.salesforce.com/s/articleView?id=sf.lightning_app_builder_customize_lex_pages_add_tabs.htm\&language=en_US\&type=5). For page assignments, see [Activate Lightning record pages](https://help.salesforce.com/s/articleView?id=sf.lightning_app_builder_customize_lex_pages_activate.htm\&language=en_US\&type=5).

## 4. Check the user experience

Open the same Account as a representative user in the assigned app:

* Confirm the **Kernel** tab appears.
* Compare its values with the linked Kernel Account record.
* Check that users can read every selected field.
* Check another Account record type if your team uses several.

Keep Kernel-managed values read-only for users through object and field permissions. The Related Record component supports editing for users with write access; an **Update a Record** action is not a read-only control. Review all assigned permissions if edit controls appear.

To report an incorrect value, use [Send Kernel Feedback](/integrations/salesforce-integration/report-data-issues.md).

## If something is missing

| Symptom                          | Check                                                                                                                    |
| -------------------------------- | ------------------------------------------------------------------------------------------------------------------------ |
| Kernel tab is missing            | The active page assignment for the user's app, record type, and profile; also check tab or component visibility filters. |
| Kernel data is empty             | The Account's **Kernel Account** lookup. If it is blank, ask your admin or Kernel team to check record sync and linking. |
| Update action is unavailable     | The action must be **Update a Record** on **Kernel Account**, not on Account.                                            |
| A field is missing               | The quick action layout and the user's field permissions.                                                                |
| A field appears but has no value | Open the linked Kernel Account and check whether that field is populated by your sync configuration.                     |
| Access error                     | Read access to the lookup, the related record, and any lookup fields included in the action.                             |