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Related records in Workspace — Cloud Customer Connect
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Related records in Workspace

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edited Jun 15, 2021 5:55AM in Sales 1 comment

Summary

Related records in Workspace

Content

Hi All,

Is there any way to fetch all the related records of an account in the workspace ?

For example there is a Account ABC when we try to search this account in workspace we need to get all the records which are related to this Account.Like say opportunities,Leads,Lease etc
Is there any way to customize this type in the Workspace 

Any help/Suggestion ?

Thank You,
​Prudhvi

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