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dburniston New Tab and Related Lists
I need to export training history from our former database and move it to Salesforce. We would then need to associate each record with a Contact. My plan was to create a Training History tab to manage this.
Is it possible to then have the data tied to a Contact show up in the Contact tab as a related list so our Sales Rep can see their history as part of the Contact record?
Yes, when you add the relationship field to training history to point to the contact, you'll get the chance to add a related list to the contact layout. If you missed it at that point, you can go into the contact layout editor and manually add the related list.