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Salesforce CRM - The Definitive Admin Handbook

You're reading from   Salesforce CRM - The Definitive Admin Handbook Build, configure, and customize Salesforce CRM and mobile solutions

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Product type Paperback
Published in Apr 2019
Publisher Packt
ISBN-13 9781789619782
Length 782 pages
Edition 5th Edition
Languages
Concepts
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Authors (2):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
Paul Goodey GP Paul Goodey GP
Author Profile Icon Paul Goodey GP
Paul Goodey GP
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Toc

Table of Contents (19) Chapters Close

Preface 1. Section 1: Getting Started with Salesforce CRM FREE CHAPTER
2. Setting Up Salesforce CRM and the Company Profile 3. Managing Users and Controlling System Access 4. Configuring Objects and Apps 5. Section 2: Managing Data in Salesforce
6. Securing Access to Data and Data Validation 7. Managing Data in Salesforce CRM 8. Generating Data Analytics with Reports and Dashboards 9. Section 3: Business Processes, Cloud Development, and Lightning Experience
10. Implementing Business Processes in Salesforce CRM 11. Core Business Functionality in Salesforce CRM 12. Extending and Enhancing Salesforce CRM 13. Administrating the Mobile Features of Salesforce CRM 14. Lightning Experience 15. Einstein Analytics 16. Section 4: Salesforce CRM Certification
17. Studying for the Certified Administrator Exam 18. Other Books You May Enjoy

Related lists

Related lists show the records for an object that has been associated with the current record using a relationship field. The related list is shown on the lower section of the object detail page to display the related record details that have been associated with the current record.

To define a relationship field, you would use either a master-detail or a lookup relationship.

Within the related list section, there are options to carry out the following:

  • Navigate to the related record by clicking on the record name
  • Edit the related record by clicking on the Edit or Del link
  • Delete the related record by clicking on the Del link
  • Create a new related record, associated with the record you are viewing, by clicking on the New button

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

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