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Salesforce Admin Guide Cheat Sheet (DRAFT) by

Courtesy of Gen-C

This is a draft cheat sheet. It is a work in progress and is not finished yet.

Relati­onships

Cases, Opport­unities and Contacts have a special relati­onship (M/D) to Accounts.
Related lists are linked from master to Detail, Lookup fields are Detail to Master

Views

Paths:
Guide users through a process. Customise paths by:
- Setting the stages
- Edit the Guidance for Success

Kanban view:
Is a visual listing of all the records for a particular path or grouping