Admin: Salesforce Data Visualization & Organization

Various elements control data visualization and organization, managing how data is displayed and structured in Salesforce. These features help structure and present information effectively within Salesforce.

• Related Lists: Display related records in context with the primary record, allowing users to manage associated data easily.
  • Use Case: Recruiters can quickly view a Candidate A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider.'s job application from their Contact record, making it easy to check application history at-a-glance.
  • Addional Resources: For more information, see the Salesforce article Related List - Single.
• List Views: Provide customizable, filtered views of records within an object.
  • Use Case: Organize and display records based on specific criteria, making data management more efficient.
  • Addional Resources: For more information on how to best work with list views, see the Salesforce article Work with List Views in Lightning Experience.
• Reports:
  • Use Case: Track team performance or key metrics with customized reports.
    • For example, create a report to see monthly sales or check open cases by status.
    • Addional Resources: For more information on how to best use reports, see the Salesforce article Reports.
• Dashboards:
  • Use Case: Create visual snapshots of report data, such as sales trends or case resolutions, to help leadership quickly track progress and make decisions
  • Addional Resources: For more information on how to best work withlist views, see the Salesforce article Dashboards.