The inline association table: associated records without leaving the index page
5:19
I couldn't get into the inline association table during private beta. Then the product manager messaged me that it had just been released to everybody.
It lets you see and act on associated records right from any CRM index page, filter them, and it works for custom objects too. No more clicking into another page because there are more than four contacts, or scrolling endlessly.
Madelyn Donovan hadn't seen it yet: “I have not seen it yet, so my mind is blown.” Her old way was building a list of companies and then a list of contacts at those companies.
Where this came from
Another Orange Morning - May 29, 2026Watch the full conversation this clip was pulled from.
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