Standard related lists do not have a feature to select all and delete all selected records. The standard way to delete from a related list is to use the del link and delete each record individually. This can be very time consuming and tiresome if there are many records to delete. Salesforce Multiple Products
- To add a related list, in the palette, click Related Lists. …
- To edit a related list in the Related Lists section of the layout, click the Properties icon ( …
- To remove a related list, click the Remove Related List icon (
Table of Contents
How to delete all records from a related list in Salesforce?
Standard related lists do not have a feature to select all and delete all selected records. The standard way to delete from a related list is to use the del link and delete each record individually. This can be very time consuming and tiresome if there are many records to delete. Salesforce Multiple Products
How do I delete from a related list?
The standard way to delete from a related list is to use the del link and delete each record individually. This can be very time consuming and tiresome if there are many records to delete. Imagine you have the list above and need to remove all products. Rather than clicking delete for each product, there must be an easier way!
Is there a list button in Salesforce?
Actually there is, and it is in the form of list buttons. When you define a custom button, you can define it as a Detail page button or List button. As you can see below, defining it as a list button allows you to select the ‘Display Checkboxes’ option for multirecord selection.
How do I delete related records in Salesforce flow?
ScreenshotsStep 1: This is what our Flow looks like.Step 2: Edit Variable.Step 3: Edit Get Records.Step 4: Edit Decision.Step 5: Edit Delete Records.Step 6: Add your display text here for when you have deleted all closed lost opportunities.More items…•
How do I delete a list in Salesforce?
Delete a List View in Salesforce ClassicSelect a custom list view.Click Edit.Click Delete.
How do I change related list view in Salesforce?
Customize Related ListsAccess the page layout editor.To edit a related list, double-click its tab. … Select which fields to include in the related list, define the order in which the fields display, and select the record sort order. … If desired, select other page layouts to apply your related list customizations to.More items…
What is related list in Salesforce?
The Related List – Single component shows a list of related records based on one specific object. For example, if you’re looking at a contact detail page, you can specify to see the cases related to that contact, without seeing all other types of related records.
How do I delete a lead list in Salesforce?
Required Editions and User PermissionsOpen the Lists page.Next to the list you want to delete, click the gear icon, then select Delete.
Why can’t I delete a list view?
If View options Click Select Edit current view. At the top or bottom of the Edit View page, click Delete. Note: If you do not see Delete as an option, this may be the default view for the list for which you cannot delete a view.
How do I edit related list quick links in Salesforce?
Setup:From a record of the Object, you wish to update the page, click on the settings icon and then click on the Edit Page.In the left-hand Search panel, look for Related Quick Links.Drag the Related Quick Links to the section of the page that you want it to display.More items…•
How do I edit enhanced related list in Salesforce lightning?
0:482:09Edit Columns in the Enhanced Related List View – YouTubeYouTubeStart of suggested clipEnd of suggested clipHere we’ll click the page layouts. Make sure you know which layout you need to adjust based on theMoreHere we’ll click the page layouts. Make sure you know which layout you need to adjust based on the request. In our case we want to edit the base account layout. So we’ll click account layout. Now we’
How do I edit related list quick links in Salesforce lightning?
To Add Related List Quick Links to the Page Layout:On the right hand of the screen, under Lightning Components, find Related List Quick Links.Click and drag the component to the Page Layout screen. It can be placed in the Side Bar or in the heading.
How do I hide a related list in Salesforce?
0:030:54How to hide related lists in the record details page? – YouTubeYouTubeStart of suggested clipEnd of suggested clipSide if you wanted to hide any one of these related lists click on the three horizontal lines nextMoreSide if you wanted to hide any one of these related lists click on the three horizontal lines next to the related list and select the related list and move it to the unselected.
How do I rename a related list in Salesforce?
SFDC-Rename Related List LabelFrom Setup, go to Customize > Tab Names and Labels > Rename Tabs and Labels.Click the “Edit” link next to the name of the child object. ( Brainshark Activities in this example)Rename the Singular and Plural labels. … Remember to “Save” when finished.
Can you filter a related list in Salesforce?
2) Choose related list on which you want to change or modify filters and click on the wrench icon to open properties. 4) Click on ok and save the page layout. 5) Open the related list and click on filters section and the filters section will show all the filters added as columns in the related list.
How to delete multiple records in a related list?
The standard way to delete from a related list is to use the del link and delete each record individually . This can be very time consuming and tiresome if there are many records to delete.
How many lines to get list button working?
This is where we need to use some JavaScript. You don’t need to be a JavaScript expert and it is quite simple. In fact to get it working only requires 4 lines!
What is a custom button in Salesforce?
When you define a custom button, you can define it as a Detail page button or List button. As you can see below, defining it as a list button allows you to select the ‘Display Checkboxes’ option for multirecord selection. This is all standard Salesforce so just defining a list button with this option will get you a long way to a solution …
Can you delete multiple records in Opportunity?
With our button added to the Opportunity Page Layout, we would be able to select multiple records and delete in one click!
What is Salesforce Stack Exchange?
Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. It only takes a minute to sign up.
Can you remove edit and delete privileges on a profile?
Remove Edit and Delete privileges on that related object from the profile. They will disappear from the related list. Instead of that there is no way to remove them since they are links not button (but their action is same as buttons). As far as I remember you cannot simply remove/hide those.
Conclusion
Wasn’t this solution interesting? It was really a life-saving solution for all of us at HIC Global Solutions. Now, with just clicks, we can easily delete related records in Salesforce. Do let us know if you like this solution. Also, if you try out this solution, then do share your thoughts with us.
Piyush Singhal
Piyush, a seasoned Salesforce professional started HIC Global Solutions in 2015 after filling senior development positions at front-running company names in the Salesforce development industry.
