- Go to the tab that contains the related list.
- Click on “Edit Layout”
- Scroll down to the related list and click on the wrench icon above the related list.
Table of Contents
How to create a list view for Channel customers in Salesforce?
From the list view controls ( ), select New. Name the list Channel Customers. Select All users can see this list view. Click Save. So far, the list view is showing us all the accounts, regardless of their type or location.
How to add related list to first object in Salesforce?
On the new object create new field of type lookup relation or master-detail to the first object. While creating this field you will be asked to add the related list to the first object layout choose yes. Now when you go to first object’s record you will find the related list. kindly mark as best answer if this helps you.
How to find related list in Salesforce Lightning?
1. in Lightning, open the record where these related list are associated with eg. Account record 3. under Related, click the section on where the related lists are eg. “Contracts”, “Projects” etc.
How to save list of related accounts in Salesforce?
Account record 3. under Related, click the section on where the related lists are eg. “Contracts”, “Projects” etc. 5. Choose “List” and SAVE May I suggest you please refer the below link to reference. hope it helps. Please mark it as best answer if the information is informative.
How do I change related list view in Salesforce lightning?
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 I change related list view?
InstructionsOpen the main record in Default view.Then switch to Workspace view.Navigate to the related list.Open the related list in a new tab.Change the view of the list to Workspace.Click on configure list layout from the list header menu.Add/remove the columns you want in the list view.Save the list layout.More items…
How do I make a related list visible 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 move related lists in Salesforce?
Select Layout as 1-Column. Select Visualforce Pages. You will see the name of the Visualforce Page you created before. Drag and drop that VF Page to the section.
How do I edit enhanced related list in Salesforce lightning?
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”.
How do I add a related list in page layout in Salesforce?
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.
Why is my related list not visible in Salesforce lightning?
To display the Related List in Lightning, the Object’s Field Level Security must be set to “Read” for all profiles within the Profile Setup. For instructions, see our “Set Field-Level Security for a Single Field on All Profiles” documentation.
Why is my related list not showing up?
If the Related List is not added in the Customize Page Personal Settings of the affected user, even if they have the same Profile, Permission and Page Layout assigned as to what their colleague has, then they will still not see the respective related list in the record that they are viewing.
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 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 select a field to display a related list in Salesforce?
Go to Layout of your master object. Scroll down to your related list and click on settings icon. Now choose fields which you want to display in related list.
Where is 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.
1. Pinned List Views
First up, we have Pinned list views. This simple but effective feature was delivered in Spring ‘19 and allows individual users to select which list view appears first when they select an object.
2. Default List View as a Tab
Default list views can also be easily added to your Salesforce Lightning experience navigation bar. This can be useful if you want to add multiple default list views per object.
3. Default List View on the Home Page
After reading this post, you might be asking yourself “How do I Pin list view for all users in Salesforce?”. Well, unfortunately, Salesforce has disabled this feature on purpose. You can read more about this on the original Salesforce idea here .
Conclusion
With Salesforce Lightning, there are a whole host of features that go beyond what Salesforce Classic was capable of. I hope that this article has quickly helped you to solve an age-old Salesforce problem for you and your users. Make sure to sign up for our newsletter to get other Salesforce hacks delivered to your inbox!
Create a List View
Since users don’t need an admin to create list views for them, Maria’s going to go get some coffee, and we’ll step into the shoes of one of her coworkers, Erin Donaghue. Erin’s a new sales rep for Ursa Major Solar, focusing on channel customers in the United States. She wants to set up a custom list view so she can see only those types of accounts.
Customize a List View
You’ve created a custom list view and added filters, but there’s even more you can do. Erin doesn’t want to see certain columns, and wants to add others. Let’s start there.
Create a List View Chart
List view charts help you visualize your list view data. Erin wants to see which accounts represent the most overall pipeline value, so she’s going to add a chart to the All Opportunities list view. Let’s follow along.
Hands-on Challenge
You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
