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 Click Save for the page – at this point it will display the same list that you have the detail 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.
What is the related Quick Links feature in Salesforce Lightning?
One of the features somewhat buried in the Lightning platform for the Lightning record pages is the Related Quick Links feature. This is a really awesome feature because it helps all of those who are in Classic and looking to move to Lightning but are struggling with the number of Related Lists that they have on the page.
How to configure quick action/lightning action in Salesforce for contacts?
Go to Contacts >> Select a record >> Click on the actions dropdown >> Select your Quick Action/Lightning Action which have use Lightning Component.
How to create a lightning component in Salesforce?
Go to Contacts >> Select a record >> Click on the actions dropdown >> Select your Quick Action/Lightning Action which have use Lightning Component. Hooray !!. Our lightning component is popped up now. As you can see the component is wrapped in a popup with system provided Cancel button and header.
How do I add a link to a lightning experience page?
To link to Lightning Experience pages, use lightning:formattedUrl in your custom component. The lightning:formattedUrl component displays a URL as a hyperlink. If you use raw anchor tags or the ui:outputUrl (deprecated) component for links, the page does a full reload each time you click the link.
How do I customize 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 to quick links?
Add the Quick links web partIf your page is not already in edit mode, click Edit at the top right of the page.Hover your mouse above or below an existing web part and you'll see a line with a circled +, like this:Click. ... Type over the Quick links title to add your own title.More items...
How do I add a related list in Salesforce lightning?
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 link to my Salesforce homepage?
Adding Default Custom LinksFrom the management settings for the appropriate object, go to Buttons, Links, and Actions or to Buttons and Links.Click Default Custom Links.Next to a sample link you want to add, click Add Now!.Change the default data for the link, as necessary.Choose Save.More items...
How do I manage quick links?
Edit or remove Quick Links on New Tab page in EdgeOpen the Edge browser and select a quick link.Hover your mouse over the quick link.Click on the three-dotted icon.Select the Rename or Remove option.Enter a new name.Click the Save button.
Where are my quick links?
On the Home screen, the My Quick Links pane contains links that provide easy access to your most frequently used features and content. found next to features and content that are linkable in Checkpoint. When you click this icon, a link to the associated feature or content is added to the My Quick Links pane.
Can we add quick action in related list?
The last step is simply to place the Action on the relevant Account page layout under “Mobile and Lightning Actions.” Afterwards, it will appear as a clickable button in the highlight panel of an Account Record Page. These Quick Actions can also be placed directly on Related Lists and List Views.
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 you add related objects in Salesforce?
Create a Lookup RelationshipFrom Setup, go to Object Manager | Favorite.On the sidebar, click Fields & Relationships.Click New.Choose Lookup Relationship and click Next.For Related To, choose Contact. ... Click Next.For Field Name, enter Contact, then click Next.Click Next, Next, and Save.
How do I add custom links to my homepage lightning?
Make custom links on the object's home page open in a new windowBrowse to: Setup | Customize | Home | Home Page Components.Under 'Custom Components', click New.Name your component that is easily identifiable such as "Links". ... Set the component Type as 'Links', click Next.More items...
How do I create a link button in Salesforce?
If you want the button or link to launch a custom page or other code, consider a Visualforce page.From the management settings for the object that you want to edit, go to Buttons, Links, and Actions. ... Click New Button or Link. ... For Display Type, select Detail Page Link, Detail Page Button, or List Button.More items...
How do I link in Salesforce?
From Setup, click Object Manager, then click Account. Click Buttons, Links, and Actions, then click New Button or Link. Name the button Map Location . Select Detail Page Button.