2 Answers.
- Go to Layout of your master object.
- Scroll down to your related list and click on settings icon.
- Now choose fields which you want to display in related list.
How to create a custom report type in Salesforce?
Create a Summary Report
- The Fields pane (1) displays fields from the selected report type, organized by folder. ...
- The Outline pane (2) makes adding, removing and arranging columns a breeze with a simple drag and drop feature. ...
- The Filters pane (3) allows you to set the view, time frame, and custom filters to limit the data shown in a report.
How do I create a custom report in Salesforce?
Step 1: Defining the Custom Report
- Select the primary object, in this case, “ Accounts ”. Fill all the necessary information, as we did in Example 1. ...
- Report Records Set Now define object relationship for this custom report type. ...
- Report Layout
How to create custom fields for tasks or events?
- For Text, Duration, Flag, and LookupTable fields, use Edm.String
- For Number fields, use Edm.Int32, Edm.Double, or any other OData-accepted number type
- For Date fields, use Edm.DateTime
How to use tasks in Salesforce?
To create a new task:
- Go to the Home tab and select My Tasks and then New. You are given an option to select the record type of the task.
- Input the task details. There are numerous task details which should all be understood differently. ...
- Click on Attach files on the Attachments related list to attach files. ...
- Specify the priority and status of the task created.
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 add a field to a related list view in Salesforce?
Customize Related ListsAccess 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.More items...
How do I add a custom object 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 you display a field in a related list?
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'
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 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 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 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”.
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.
Step 1
Navigate to the Page Layout that you wish to add more fields to a Related List for. You can access the Page Layout via the Setup menu or the Edit Layout on the object itself.
Step 2
Once you are on the edit screen of the Page Layout, navigate to the Related List that you wish to adjust the number of fields for. Select the wrench icon beside the Related List as shown below:
Step 3
If you attempt to add more than 10 fields you will receive the error message shown below:
Step 4
In Chrome type Control + Shift + J to launch Chrome’s Console on PC (For Mac Users, type Control + Option + J). If you are using Firefox Control + Shift + K on PC (For Mac Users, type Command + Option + K) The following screen should appear:
Step 5
Copy and Paste VFEditor.MAX_RELATED_LIST_COLUMNS = x at the console prompt and press Enter. You may replace the letter x with the number of Columns (i.e. = 20) that you want to display. You can go ahead and close the console after you finish.
Step 6
Save your Page Layout. Below is an example of a Related List with more than 10 fields exposed!
Create a formula field
Create a formula field on the campaign member object that will check if the campaign member is a Lead or a Contact and populate the field with the custom field value.
Add the field to campaign member related list
You can add the new custom field to the campaign member related list by navigating to the campaign object in the campaign manager and selecting your page layout. Scroll to the campaign member related list and click on the wrench icon to select your fields.
Use the fields within reports
The custom field is also available within the campaigns with campaign members report.
Background
Depending on the width of the page you’re displaying a related list on, you may only have room for a handful of fields. Even with a full-width list, it’s hard for users to scan all the way across.
Key business problem
For example, below is a related list of the Grades custom object in an education org. Grades use two very different record types: Course Grade and Attendance. A course grade, not surprisingly, represents the mark a student gets in a particular class in a particular semester. Meanwhile, an Attendance record counts absences for the semester.
How I solved it
I solved this with a formula field that returns text. Seriously, that’s it.
Business results
The result speaks for itself! Instead of related lists with compromises for which fields to display, we’ve got related lists that show exactly the information users need and that fit within the width of the page layout.
Do try this at home
First, let me remind you that you don’t need to do this every time. Usually, it just isn’t necessary to write out a formula when you can just display the fields on the related list. And don’t forget that your users lose the ability to sort by a column if that column isn’t independent.