2.1.4 Related Lists of the Account

Related list represents relationships between items. They illustrate the link between existing data records or they can be used to create new records.

Account Related Lists

The following ADvendio objects can be linked to the account:

If you don't see any of these and need to work with them please inform your Salesforce administrator. 

Standard Salesforce Lists

  • Contacts
  • Files
  • Account Team (if activated by Admin)
  • Notes & Attachments
  • Open Activities
  • Activity History
  • Approval History
  • Contact Roles