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Salesforce CRM - The Definitive Admin Handbook - Fourth Edition
book

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

by Paul Goodey
December 2016
Intermediate to advanced
644 pages
11h 51m
English
Packt Publishing
Content preview from Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

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 ...

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Publisher Resources

ISBN: 9781786468963