Work with Related Lists on Records in Lightning Experience Records in Salesforce include details and links to other related records. Some related lists let you perform common tasks for the related object, like create records, or attach files.
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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).
How do related lists work 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.
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.
What is the Files related list in Salesforce?
With the Files related list, users can add files to a record and see a list of files associated with the record. In Lightning Experience, you can customize the fields and layout of the Files detail page.
How many related lists are there in Salesforce?
You can include up to 10 fields per related list. To display more than four fields in Lightning Experience, edit the related list component in the Lightning App Builder and choose Enhanced List as the related list type.
What is the related list?
Technically, items in a related list are records with a lookup or master-detail relationship to another record. More practically speaking, a related list is just a section of a record detail page that lists all the items related to that record.
How do you find related lists?
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 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 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 you add a related list in Lightning record page?
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 open a related list in Salesforce?
Here’s how. Scroll the page to find the related list you need (1). If related list hover links (2) are enabled in your organization, click a link to view the list in a pop-up. Click Customize Page (3) to select and arrange the available related lists you want to see.
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 you add to a related list in Salesforce?
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