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Salesforce CRM - The Definitive Admin Handbook

You're reading from   Salesforce CRM - The Definitive Admin Handbook A Deep-dive into the working of Salesforce CRM

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Product type Paperback
Published in Dec 2016
Publisher Packt
ISBN-13 9781786468963
Length 644 pages
Edition 4th Edition
Concepts
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Author (1):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (12) Chapters Close

Preface 1. Setting up Salesforce CRM and the Company Profile 2. Managing Users and Controlling System Access FREE CHAPTER 3. Configuring Objects and Apps 4. Securing Access to Data and Data Validation 5. Managing Data in Salesforce CRM 6. Generating Data Analytics with Reports and Dashboards 7. Implementing Business Processes in Salesforce CRM 8. Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM 9. Extending and Enhancing Salesforce CRM 10. Administrating the Mobile Features of Salesforce CRM 11. Studying for the Certified Administrator Exam

Related lists


Related lists display on the lower portion of the object detail page to display the related record details. Related lists show the object records that are associated with that record.

From a related list, you can:

  • Click on the object record name to view detailed information

  • Click on Edit or Del to edit or delete the object record

  • Click on New to create a new object record that is associated with the record you are viewing

To define if an object can be related to another type of record, you would use either a master-detail or a lookup relationship.

Here, we show how editing a page layout for the account object enables the arrangement and configuration of any related list:

The following screenshot shows the results of changing the related lists in the page-layout editor screen when navigating to the Account detail page:

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