Table of Contents
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).
What is the use of related list 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.
What is related list label in Salesforce?
Related lists can be added to any Salesforce page they are related or linked to. For example, Accounts have related lists for Contacts, Open Activities , Activity History, etc.. Related lists are managed separately and then added to the Page Layout.
Where is related list 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.
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 do I rename a related list?
SFDC-Rename Related List LabelFrom Setup, go to Customize > Tab Names and Labels > Rename Tabs and Labels.Click the “Edit” link next to the name of the child object. ( Brainshark Activities in this example)Rename the Singular and Plural labels. … Remember to “Save” when finished.
Can we change related list name in Salesforce?
To change the name of the related list you must go to the master detail field on the desired object. Click edit. You will see a section mid-way down the page called Master Detail Option. Change the Related List Label to match your desired name.
How do related lists work?
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 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 create a related list single in Salesforce?
1:212:37How to use the “Related List Single” component – YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd then over here under the related lists single component you need to fill in the parameters. So iMoreAnd then over here under the related lists single component you need to fill in the parameters. So i’m going to use account name and then i’m going to pick the contacts list as the related list and
How do I add a related list to a community in Salesforce?
Related Record ListSelect the Related Record List component in the page you’re configuring.In the property editor, configure properties for the component: Property. Details. Parent Record ID. The ID of the parent record. Related List Name. Name of the related list. Breadcrumbs. Select to show breadcrumbs. Custom Title.
How do I add a related list to 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.
What is the difference between files and attachments in Salesforce?
Files need to upload, store, find, follow, share, and collaborate on Salesforce files in the cloud. Attach files to records from the Attachments related list on selected detail pages. We can upload a file and store it privately until you’re ready to share it. We can share the files with groups, users, etc.
Is a related list the same as a related list?
Related List and Related Lists are the same concept except that the later refers to a plural version.
Can Salesforce have multiple related lists?
However a particular object within Salesforce could be associated to multiple objects as their parent. Hence in that case, the respective related lists that signifies every single association with the parent object would be displayed on the record detail page of the parent object. When multiple instances of a related lists are deiplayed, they are collectively termed as related lists. For e.g. an Account is the parent for a Contact as well as an Opportunity and in that case you will see the related lists for Contact as well as Opportunity on the Account record detail page.
