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relatable documentation
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Setup Guide
01. Setup Guide. Read our user guide and setup guide for using Relatable within your Salesforce environment.
User Guide
02. User guide. Read FAQs, give us feedback and get technical support for your app integration.
Use Case: Tracking Multiple Metrics In One List
03. Pinnacle Solutions sales team saved bundles of time using Relatable to interact with their sales data.
Use Case: Transform Your Related Lists
04. Transform Your Related Lists into Time and Space Saving Components
Use Case: Customer 360 View
05. Customer Timeline use case. Learn how Relatable can be used to organise your sales data into a combined view in Salesforce.
Use Case: Opportunities and Products
06. Opportunities and Products use case. Learn how Relatable can be used to organise your opportunities and products within Salesforce.
Use Case: Ledger View
07. Ledger View use case. Learn how Relatable can be used to show transaction data all in one place.
Use Case: Gantt View
Gantt Anything
Useful links
Find out more or download from the App Exchange
