Since you’ve spent some time in Salesforce, you’re probably familiar with related lists. Related lists are those helpful sections on a record that show you a variety of related items. But sometimes information on related lists is too far down on a page.
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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).
What are related lists?
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.
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.
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.
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.
How do I make a related list mandatory in Salesforce?
2 AnswersCreate a roll-up summary field that counts the number of detail records.Create a validation rule that prevents the user from changing the opportunity stage until the number of detail records is greater than 0.
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 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 use related lists in Salesforce?
0:579:21How to Add a Related List to an Account – YouTubeYouTubeStart of suggested clipEnd of suggested clipThis field is how you connect one record to another record having a lookup field is what allows youMoreThis field is how you connect one record to another record having a lookup field is what allows you to have related lists of related records simply by populating. That field that’s how you make the
How do I add a related list to a Salesforce community?
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.