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Nadav Gross
What's the best way to add a filtered list view of a custom object, inside the lead record?
In my team we use Leads for inbound/outbound sales leads; We also have a custom module called Platform Users for all the sign-ups on our online platform.
What I would like to create, is a list view inside the lead record, that shows Platform Users that have the same email address. In other words, show all Platform_User__c records where Platform_User__c.Email__c == Lead.Email.
What would be the best way to go about this?