Book Image

Salesforce CRM - The Definitive Admin Handbook

By : Paul Goodey GP, Paul Goodey
Book Image

Salesforce CRM - The Definitive Admin Handbook

By: Paul Goodey GP, Paul Goodey

Overview of this book

Table of Contents (18 chapters)
Salesforce CRM – The Definitive Admin Handbook Third Edition
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

Related lists


Related lists are displayed on the lower portion of the object detail page to display the related record details. Related lists show you 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 whether an object can be related to another type of record, you would use either a master-detail or a lookup relationship.

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

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