Account/Organisation Detail

After accessing an Account/Organisation Record from the Account/Organisation Tab you will be presented with the Account/Organisation Detail Page.

This page contains all the data that has been collected about the Account/Organisation. Towards the top of the record you'll see the Related Tab, which contains links to records that are related to the Account/Organisation (Contacts, Cases, Opportunities, etc.).

To the right of the Account/Organisation Detail you'll see a side panel which provides access to Activity and Chatter Tabs.

  • Activity allows you to keep a record if your history with the Account/Organisation - Tasks, Events, Calls, Emails.
  • Chatter allows you to collaborate internally about the Account/Organisation by creating Posts, initiating Polls, asking Questions.

To extend the Account/Organisation Page to include more data fields, validation rules, updated picklist values, etc. contact your system administrator. Data standards should improve as your organisation becomes more diligent at recording Account/Organisation information.

Account/Organisation Related Records

Clicking on the Related Tab you'll see several lists with related data, these are called Related Lists and contain links to records that have been related to the Account/Organisation in the system.

Common relationships for Account/Organisation Records include - Contacts, Activities, Opportunities, Cases and Files.

Related Lists represent a one-to-many relationship in Salesforce, meaning that one Account/Organisation Record can have many Contacts, Cases, Opportunities, etc.

You'll notice that each related list contains a New Button allowing you to add new related records.