Salesforce.com – Adding a Related List.
- Click OK to save.
- Preview the changes by clicking the Preview As button at the top. You can choose different user profiles to preview.
- Access 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.
Table of Contents
How to create a related list in Salesforce?
Create new custom object. When complete – click on your custom object name to edit it. In ‘custom fields & relationships’ of the object – select ‘master-detail relationship’ and associate the object with the ‘primary’ place you want to see it as a ‘related list’ and will associate the object with accounts / opportunities / etc.
How do I add more fields to a related list?
Really…. Navigate to the Page Layout that you wish to add more fields to a Related List for. You can access the Page Layout via the Setup menu or the Edit Layout on the object itself. Once you are on the edit screen of the Page Layout, navigate to the Related List that you wish to adjust the number of fields for.
How do I add a related list to an account?
1 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. Be sure to edit the … 2 Click Related Lists from the list on the left. The page will automatically go to that section.
How do I add a related list to a page layout?
Lightning: Go to Setup > Object Manager and click From the menu on the left, click Page Layouts. 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.
How do I add an item to a related list in Salesforce?
Add, Remove, or Edit Related ListsClick. , then click Setup.From Setup, click the Object Manager tab.Click an object, for example, Course.Click Page Layouts.Click an page layout, for example, HEDA Course Layout.Modify the related lists. To add a related list, in the palette, click Related Lists. … Click Save.
Can we add custom field in related list in Salesforce?
Yes you can edit layout and go to related list section, add more fields.
How do I add a button to a related list in Salesforce?
1:172:21How to Create a Custom Button on a Related List | Salesforce … – YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd when you’re there scroll down to your related lists. And click that little wrench icon. And thisMoreAnd when you’re there scroll down to your related lists. And click that little wrench icon. And this is where you can change what columns appear in your related list how you sort your related lists.
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.
How do I add a column to a related list?
In Lightning, go to Setup then Object Manager and find the object on which the related list based. Drill down on the object name and select Search Layouts and then Search Results, click dropdown and select Edit. Add the columns you want (move from Available to the Selected fields), arrange their sequence and Save.
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…•
Can we add custom button on related list?
Setup > App Setup > Customize > Accounts > Page Layout > Edit > Go to related list > Properties of Contact Related list > Buttons > Select your custom button from multiselect picklist and add it in Selected Button picklist > Save.
How do I edit 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…
How do you add a button to a related list Lightning?
Go to the Page Layout of Parent Object in Object Manager.In a related list section, click on Related list Properties icon on the desire related object.Add the button over here and save the layout.Here you go, Check on Parent page layout:
Can we add quick action in related list?
The last step is simply to place the Action on the relevant Account page layout under “Mobile and Lightning Actions.” Afterwards, it will appear as a clickable button in the highlight panel of an Account Record Page. These Quick Actions can also be placed directly on Related Lists and List Views.
How do I add a related list to a Salesforce lightning page?
Add Related Lists to Page LayoutsFrom Setup, open Object Manager, and use Quick Find to select the object to change.Click Page Layouts and Related Lists. Add these related lists to the page layouts. Object. Related List. Account. … Click Save.
How do I enable enhanced related list in Salesforce?
Steps to add Enhanced related list in lightning experience:Go To | Record detail page | Click on setup | Edit Page.Drag the related list from the left sidebar in Related tab.Now change the Related List Type to “Enhanced List”.