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Salesforce CRM Administration Handbook

You're reading from  Salesforce CRM Administration Handbook

Product type Book
Published in Apr 2024
Publisher Packt
ISBN-13 9781835085691
Pages 328 pages
Edition 1st Edition
Languages
Concepts
Authors (2):
Krzysztof Nowacki Krzysztof Nowacki
Profile icon Krzysztof Nowacki
LinkedIn
Krzysztof Nowacki is a Salesforce Certified Administrator and Consultant with 15+ years of experience in CRM and HR software implementations and consultancy for key international accounts in various industries (including FMCG, pharmacy, retail, manufacturing, finance, and SSC/BPO). He is also a speaker at conferences and a lecturer in postgraduate studies.
See other products by Krzysztof Nowacki
Mateusz Twarożek Mateusz Twarożek
Profile icon Mateusz Twarożek
LinkedIn
Mateusz Twarożek is a certified Salesforce administrator and consultant boasting 14 years of IT industry experience. Currently, he serves as the Head of Quickstarts for Salesforce Admins in the CEE region and acts as a consultant. His expertise spans system design in diverse sectors such as fintech, sales, manufacturing, and education, with a notable specialization in the NGO sector. As a conference speaker, he takes pleasure in disseminating his knowledge and insights within the community. Beyond his professional endeavors, he is a devoted spouse and parent who cherishes family time and has a personal interest in solving logical puzzles.
See other products by Mateusz Twarożek
View More author details

Table of Contents (16) Chapters

Preface Chapter 1: Getting Started with Salesforce Chapter 2: Salesforce Architecture Chapter 3: Getting to Know Data Management Chapter 4: Lightning Experience Chapter 5: Objects in Salesforce Chapter 6: User Management and Security Chapter 7: Automation Tools Chapter 8: Reports and Dashboards Chapter 9: AppExchange and Custom Applications Chapter 10: Service Cloud Chapter 11: Sales Cloud Chapter 12: Salesforce Administrator Exam Preparation Chapter 13: Continuing Education and Career Development Index Other Books You May Enjoy

Related lists

Related lists is a Salesforce user interface feature that you will use many times. A related list is simply a section of a record’s detail page that displays all items associated with that particular record. From a technical perspective, the entries in a related list consist of records that have a connection through a lookup or master-detail relationship with another record. You will use this feature often because having quick access to records displayed on related lists is often very important for you. Quick access to Contacts or Opportunities on Account records is just one of the most common examples of using related lists. I deliberately used the plural “lists” because this functionality appears in Salesforce in various forms. Let’s get to know them all.

Here are some related list types in Salesforce Lightning:

  • Related Lists
  • Related List – Single
  • Dynamic Related List – Single
  • Related List Quick Links
    • ...
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Authors (2)

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Profile icon Krzysztof Nowacki
LinkedIn
Krzysztof Nowacki is a Salesforce Certified Administrator and Consultant with 15+ years of experience in CRM and HR software implementations and consultancy for key international accounts in various industries (including FMCG, pharmacy, retail, manufacturing, finance, and SSC/BPO). He is also a speaker at conferences and a lecturer in postgraduate studies.
See other products by Krzysztof Nowacki
Profile icon Mateusz Twarożek
LinkedIn
Mateusz Twarożek is a certified Salesforce administrator and consultant boasting 14 years of IT industry experience. Currently, he serves as the Head of Quickstarts for Salesforce Admins in the CEE region and acts as a consultant. His expertise spans system design in diverse sectors such as fintech, sales, manufacturing, and education, with a notable specialization in the NGO sector. As a conference speaker, he takes pleasure in disseminating his knowledge and insights within the community. Beyond his professional endeavors, he is a devoted spouse and parent who cherishes family time and has a personal interest in solving logical puzzles.
Read more
See other products by Mateusz Twarożek
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