How to create related list in salesforce


To add a related list, in the palette, click Related Lists. Drag a related list from the palette and drop it in the Related Lists section of the layout. To edit a related list in the Related Lists section of the layout, click the Properties icon in the related list header. See Customize Related Lists in Salesforce Help for more information. Click OK when you’re done.

Add, Remove, or Edit Related Lists
  1. Click. , then click Setup.
  2. From Setup, click the Object Manager tab.
  3. Click an object, for example, Course.
  4. Click Page Layouts.
  5. Click an page layout, for example, HEDA Course Layout.
  6. Modify the related lists. To add a related list, in the palette, click Related Lists. …
  7. Click Save.
Mar 12, 2020


How do I create a Salesforce account?

  • To create a community, from Setup, enter All in the Quick Find box, select All Communities, and then click New Community.
  • To see more information about a template, select it.
  • Select the template that you want to use.
  • Read the template description and key features, and click Get Started.
  • Enter a community name.

What is a related list?

Related lists are visual representation of relationship between one object with other. the exact definition is: Related ListA section of a record or other detail page that lists items related to that record. For example, the Stage History related list of an opportunity or the Open Activities related list of a case. Show More.

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. …

How to relate contact to multiple accounts in Salesforce?

Here are the steps you will need to go through:

  1. Find ‘Report types’ in Salesforce Setup using the search bar.
  2. Add the details, as shown below (you can copy them from this page). Ensure that ‘Deployed’ is selected.
  3. Define which objects should be included in the report, and how they relate to each other.

How do I create a related list in page layout in Salesforce?

Add related lists to page layouts so your users have the information they need at their fingertips.From 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 create a related list field in Salesforce?

Access the page layout editor.Double-click a related list on the layout to edit it. …Select which fields to include in the related list, and define the order in which the fields display. …If desired, select other page layouts to apply your related list customizations to.

How do I add a related list in Salesforce single?

Related List – SingleAdd the Related List – Single component to the page and select it.In the property editor, configure properties for the component: Property. Details. Related List. The specific record type to retrieve and display for the page context. Layout Design.

How do I create a related list in Salesforce lightning component?

Custom related list Lightning Components for adding contact lightning:card. force:recordData. lightning:overlayLibrary (To create modal box) Dynamically creating component using $A.createComponent. force:navigateToRelatedList.

How do you create a related list?

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.

How do you add a related list to lightning?

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 related list Quick Link in Salesforce?

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 create an 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”.

How do you add related list tab in Lightning record page?

To Add a Tab in Lightning Experience:Have a record open on the page you want to set the default tab.Click the Gear (Setup) button and choose Edit Page. … Click the Add Tab By default the Details tab will be added.Click on the Tab in the list and choose the Label from the list.

How do you display related records in lightning component?

First, edit the lightning page layout by clicking on the setup gear in the upper right-hand corner and selecting Edit Page. Add a related record component by dragging it from the component list to the page. Choose which record is displayed by clicking Edit Lookup Fields and choosing contact name and then done.

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.


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.

How to add a related list to a page in a project?

1. While in Setup, navigate to Object A (e.g. Project) 2. On Page Layouts, select Edit for the layout. 3. Click Related Lists from the Page Layout Palette. 4. Confirm the new Related List has been added to the page layout. If not, drag it down into the Related List section to add.

How to display a related list in Excel?

1. In Setup, go to the Object you want to display as a related list ( Object B, e.g. Item) 2. Under Fields & Relationships, click New. 3. Select Lookup Relationship for Data Type, then Next. 4. Choose Object A (e.g. Project) for Related To, then Next. 5.

How to add an object to a lookup field?

1. Navigate to an Object B record and add an Object A record to the new lookup field. 2. After saving, head over to the Object A record to confirm the Object B record appears in the new Related List tab.


Leave a Comment