A related list in Salesforce is a group list that displays all the linked records together. If you want to locate your related list in the main region on a record, the list will display on the Related tab. Otherwise, if you want to locate your related lists in the narrow sidebar region, the record lists are grouped on the right side.
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How to create a related list in Salesforce?
You will want add a custom field to Related Object – B that has a lookup relationship to Primary Object – A. Then it will be available. If Related Object – B does not exist, you will want to create the custom, and then setup the lookup relationship.
What are the record types in Salesforce?
Record Types in Salesforce . Salesforce Record Types allow us to specify a category of records that display different picklist values and page layouts.. Administrators can associate record types with profiles so that different types of users should see different picklist values and page layouts in the record’s detail page.
What are the different types of Salesforce?
Types of Salesforce Training Courses
- Instructor-Led Training Courses. Instructor-led courses are most suitable for people who find self-learning difficult. …
- In-app Guided Training. Reading lengthy guidebooks and complicated theories can be difficult. …
- Supplemental Resources. Providing your team members with supplemental learning materials will be of great help. …
- Self-Paced Courses. …
What is so unique about Salesforce?
- If you have the budget to pay for the subscription, you are ready to use Salesforce. Why? …
- You can use Salesforce with 1, 10, 100 or 10,000 Employees. It’s completely up to you! Salesforce certainly does not impose any minimum user count.
- Salesforce integrates with some amazing software such as Yesware (The implementation took us around 5 minutes).
Where are related lists in Salesforce?
Related list buttons (1) are located in the upper-right corner of each related list card. If there are multiple buttons, use the pull-down menu to access them. Each item in a related list card includes a link (2) that opens the related record.
How do I use related records in Salesforce?
The Related Record List component shows, in a list, a single type of record related to a record. For example, if you’re looking at an account, you can see a related list of contacts for that account. Use the Related Record List component on a generic Related Record List page or on a custom page.
How do I give access to a related list in Salesforce?
Saleforce Classic: Go to Setup > Customize > Accounts > Page Layouts.Click Edit next to the layout you want to add the Related List to. There may be more than one page layout for the Account object. … Click Related Lists from the list on the left. The page will automatically go to that section.
What is a related record in Salesforce?
The Related Record component is a standard Lightning Page component linked to a quick action. It displays information on a related record and allows users to edit, create and associate other records.
What is a related record?
Related Records is a feature that lists records which meet the specified conditions, in the Record Details screen. You can display records from other app or the same app.
How do I add files to a related list?
Required Editions Click Page Layouts. Click the page layout you want to customize. In the list of available items in the left pane, click Related Lists. Drag Files to the Related Lists section and click Save.
What are related lists 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 you make a related list visible to your profile in Salesforce?
Click on the gear icon at the upper right, then click, ‘Edit Page’ At the left panel, Drag and Drop the ‘Related Lists’ component to the section you want it to appear on the page, then click Save.
How do I create a related list component in Salesforce?
1:062:07How to Add a Related List to a Page in Salesforce Lightning (Spring ’20 …YouTubeStart of suggested clipEnd of suggested clipClick Edit Page. Find the component that you want to add in this case it’s a related list singleMoreClick Edit Page. Find the component that you want to add in this case it’s a related list single version so if you are just gonna do.
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 do I update a related list 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 to in Salesforce?
Salesforce “Relate To” allows agents to relate calls to Salesforce standard and custom objects. If this feature is set up, a “Relate To” widget or notification will appear, providing options to relate a call to an object.
How Do You Make a Related List Visible in Salesforce?
A related list in Salesforce is a group list that displays all the linked records together.
Disclaimer
This publication is for informational purposes only and nothing contained in it should be considered legal advice. We expressly disclaim any warranty or responsibility for damages arising out of this information and encourage you to consult with legal counsel regarding your specific needs.
