Add Related List to Object A
- While in Setup, navigate to Object A (e.g. Project)
- On Page Layouts, select Edit for the layout
- Click Related Lists from the Page Layout Palette
- Confirm the new Related List has been added to the page layout If not, drag it down into the Related List section to add
- Select the Wrench icon above the new Related List to configure what fields will be displayed
- Once finished, press Save on the top-left of the Page Layout Palette
How do I log into Salesforce?
How do I access Salesforce for the first time?
- Check your email for your login information.
- Click the link provided in the email. The link logs you in to the site automatically.
- The site prompts you to set a password and choose a security question and answer to verify your identity in case you forget your password.
What are the objects in Salesforce?
- Custom fields.
- Relationship to other objects.
- Page Layouts.
- Acustom user interface tab
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 are the uses of Salesforce?
The Top 7 Benefits of Salesforce
- Better Time Management. Time management is a huge benefit of Salesforce and one of the best ways to allow a business to grow and thrive.
- Ultimate Accessibility. Since Salesforce is cloud software, it’s accessible anywhere and everywhere you have access to the Internet.
- Increased Revenue. ...
- Greater Customer Satisfaction. ...
- Simple Account Planning. ...
How do I add a related list to a custom object 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.
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 a related list to a Salesforce lightning page?
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.
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.
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 enable 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 I create a related list component in Salesforce?
1:062:07How to Add a Related List to a Page in Salesforce Lightning (Spring '20 ...YouTubeStart of suggested clipEnd of suggested clipClick Edit Page. Find the component that you want to add in this case it's a related list singleMoreClick Edit Page. Find the component that you want to add in this case it's a related list single version so if you are just gonna do.
What is custom related list in Salesforce?
You can customize the buttons, columns displayed, column order, and record sort order of related lists on record detail pages in Salesforce and the Salesforce Customer Portal.
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 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 create a related record in Salesforce?
Create Records from Object Home PagesClick the object for the kind of record you want to create. For example, click Accounts if you want to create an account record.Click New.Select a record type if you're prompted.Enter values in the fields. ... Save your changes, when you finish entering values for your new record.
What are related records in Salesforce?
The Related Record List component shows, in a list, a single type of record related to a record. For example, if you're looking at an account, you can see a related list of contacts for that account. Use the Related Record List component on a generic Related Record List page or on a custom page.