Update Salesforce List.
- Navigate to Contacts > Marketing Lists.
- Hover over the All Salesforce Leads/Contacts Lists, and click the drop-down arrow.
- Click Import/Export > Salesforce.com Sync Setup.
- Click Add List Columns in the Pull from Salesforce section.
- Add new columns to your list.
- Click Save.
- To add these fields immediately, click Run Now to begin syncing – otherwise, the fields will be imported on the next scheduled sync.
- Access the page layout editor.
- To edit a related list, double-click its tab. ...
- Select which fields to include in the related list, define the order in which the fields display, and select the record sort order. ...
- If desired, select other page layouts to apply your related list customizations to.
How to add fields to the related list in Salesforce?
Setup >> Object >> Page Layout >> Related List >> Settings ( wrench icon ). Here In this example we will navigate to Account Page Layout. Now we are on the edit screen of the Page Layout, we will navigate to the Related List in that we want to add the fields.
How to add more fields (columns) in related list?
We can add more fields (columns) in the related list by just following the below steps: – Setup >> Object >> Page Layout >> Related List >> Settings ( wrench icon ). Here In this example we will navigate to Account Page Layout.
What are enhanced related lists in Salesforce?
With Enhanced Related Lists, you can show up to 10 columns, resize and sort your columns, perform mass actions, and wrap text. Where: This change applies to Lightning Experience in Essential, Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.
Why is my related list not working in Salesforce?
Please note that this is a hack and that Salesforce updates could potentially cause this hack to no longer function. In addition, any fix by Salesforce could cause potential errors within your org for those Related Lists that have more than 10 fields displayed. Save your Page Layout.
How do I add more columns to a related list in Salesforce lightning?
In Lightning, go to Setup then Object Manager and find the object on which the related list based. Drill down on the object name and select Search Layouts and then Search Results, click dropdown and select Edit. Add the columns you want (move from Available to the Selected fields), arrange their sequence and Save.
How do I add a section to a related list in Salesforce?
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 I add a column to a list view in Salesforce?
From the menu of links at the top of the page, click Search Layouts. In the far right of the Search Results column, clickand select Edit. To add columns to the Recently Viewed list, select one or more fields from Available Fields and click Add.
Can we add custom field in related list in Salesforce?
Yes you can edit layout and go to related list section, add more fields.
How do I edit related list quick links in Salesforce?
Setup:From a record of the Object, you wish to update the page, click on the settings icon and then click on the Edit Page.In the left-hand Search panel, look for Related Quick Links.Drag the Related Quick Links to the section of the page that you want it to display.More items...•
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 add more columns in Salesforce?
To add a column, double-click the additional field from the Fields pane, and reorder the columns if you want to. To remove a column, click the column and select Remove Column.
How do I edit an enhanced CMTD related list?
Create configuration data records in the Custom Metadata Type. - From the setup menu, go to Custom Metadata Type. ... Drag and drop the component in the App Builder. Edit the lightning page and looks for the "CMDT Enhanced Related List" component under Custom - Managed.Configure component attributes to suit your design.
How do I customize list view in Salesforce?
Create a Custom List View in Salesforce ClassicClick Create New View at the top of any list page or in the Views section of any tab home page. ... Enter the view name. ... Enter a unique view name. ... Specify your filter criteria. ... Select the fields you want to display on the list view. ... Click Save.
How do I edit enhanced related list in Salesforce lightning?
0:482:09Edit Columns in the Enhanced Related List View - YouTubeYouTubeStart of suggested clipEnd of suggested clipHere we'll click the page layouts. Make sure you know which layout you need to adjust based on theMoreHere we'll click the page layouts. Make sure you know which layout you need to adjust based on the request. In our case we want to edit the base account layout. So we'll click account layout. Now we'
Can we add filter to 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 I change the related list label in Salesforce?
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.