- 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 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 is a related list?
Related lists are visual representation of relationship between one object with other. the exact definition is: Related ListA section of a record or other detail page that lists items related to that record. For example, the Stage History related list of an opportunity or the Open Activities related list of a case. Show More.
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. ...
How to relate contact to multiple accounts in Salesforce?
Here are the steps you will need to go through:
- Find ‘Report types’ in Salesforce Setup using the search bar.
- Add the details, as shown below (you can copy them from this page). Ensure that ‘Deployed’ is selected.
- Define which objects should be included in the report, and how they relate to each other.
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 mail related list 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 create a related list in Salesforce lightning component?
Custom related list Lightning Components for adding contact lightning:card. force:recordData. lightning:overlayLibrary (To create modal box) Dynamically creating component using $A.createComponent. force:navigateToRelatedList.
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 is Salesforce related list?
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.
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 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 edit enhanced related list in Salesforce lightning?
To display more than four fields in Lightning Experience, edit the related list component in the Lightning App Builder and choose Enhanced List as the related list type. If desired, select other page layouts to apply your related list customizations to. Only layouts that include this related list appear in the list.
How do I add a filter to a related list in Salesforce?
Filter on Related List Open the page layout of the source object's record: ... Choose related list on which you want to change or modify filters and click on the wrench icon to open properties. Select fields to be added as columns in the related list. Click on ok and save the page layout.More items...
Can we create related list in Salesforce?
To add a related list, in the palette, click Related Lists. Drag a related list from the palette and drop it in the Related Lists section of the layout. ) in the related list header. See Customize Related Lists in Salesforce Help for more information.
How do you create a related list?
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
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 to add a related list to a page in a project?
1. While in Setup, navigate to Object A (e.g. Project) 2. On Page Layouts, select Edit for the layout. 3. Click Related Lists from the Page Layout Palette. 4. Confirm the new Related List has been added to the page layout. If not, drag it down into the Related List section to add.
How to display a related list in Excel?
1. In Setup, go to the Object you want to display as a related list ( Object B, e.g. Item) 2. Under Fields & Relationships, click New. 3. Select Lookup Relationship for Data Type, then Next. 4. Choose Object A (e.g. Project) for Related To, then Next. 5.
How to add an object to a lookup field?
1. Navigate to an Object B record and add an Object A record to the new lookup field. 2. After saving, head over to the Object A record to confirm the Object B record appears in the new Related List tab.
