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Salesforce CRM Administration Handbook

You're reading from Salesforce CRM Administration Handbook A comprehensive guide to administering, configuring, and customizing Salesforce CRM

Product type Paperback

Published in Apr 2024

Publisher Packt

ISBN-13 9781835085691

Length 328 pages

Edition 1st Edition

Tools

Salesforce

Concepts

CRM

Authors (2):

Mateusz Twarożek

Krzysztof Nowacki

View More author details

Table of Contents (16) Chapters

Preface

1. Chapter 1: Getting Started with Salesforce FREE CHAPTER

2. Chapter 2: Salesforce Architecture

3. Chapter 3: Getting to Know Data Management

4. Chapter 4: Lightning Experience

5. Chapter 5: Objects in Salesforce

6. Chapter 6: User Management and Security

7. Chapter 7: Automation Tools

8. Chapter 8: Reports and Dashboards

9. Chapter 9: AppExchange and Custom Applications

10. Chapter 10: Service Cloud

11. Chapter 11: Sales Cloud

12. Chapter 12: Salesforce Administrator Exam Preparation

13. Chapter 13: Continuing Education and Career Development

14. Index

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15. 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)

Krzysztof Nowacki

Krzysztof Nowacki

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.

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Mateusz Twarożek

Mateusz Twarożek

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.

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