how to add related list in page layout in salesforce

• From Setup, at the top of the page, select Object Managerand select the object you want to add the Files related list to (such as Opportunity).
• 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 Filesto the Related Lists section and click Save.

Full Answer

How to add related lists in Salesforce?

Related lists can be added to any Salesforce page they are related or linked to. For example, Accounts have related lists for Contacts, Open Activities , Activity History, etc.. Related lists are managed separately and then added to the Page Layout.

How do I add a related list to a page layout?

Lightning: Go to Setup > Object Manager and click From the menu on the left, click Page Layouts. 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.

How to create a custom page layout in Salesforce?

From a perspective of custom objects, let’s look into the details of page layouts in Salesforce. Next, give the layout a name and click on Next to move to the page layout editor window. As highlighted we have options for fields, buttons, related lists, charts, etc. Drag and drop the required fields to add them to the layout of the object.

How to add related list to a custom object?

You have to create another custom object. On the new object create new field of type lookup relation or master-detail to the first object. While creating this field you will be asked to add the related list to the first object layout choose yes.

How do you add a related list to a lightning page?

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”.

What is related list in Page Layout Salesforce?

Related lists are managed separately and then added to the Page Layout. They provide quick access to information for the related object as well as the ability to add/edit/delete records. For this example, we will add the Related list for Cases to the Account tab.

How do you add a related list field 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 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.

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.

Why are my Salesforce related lists not showing?

To display the Related List in Lightning, the Object's Field Level Security must be set to "Read" for all profiles within the Profile Setup. For instructions, see our "Set Field-Level Security for a Single Field on All Profiles" documentation.

How do I add a related list to page layout?

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 show hidden new related list on page layout in Salesforce?

0:000:54How to hide related lists in the record details page? - YouTubeYouTubeStart of suggested clipEnd of suggested clipSide if you wanted to hide any one of these related lists click on the three horizontal lines nextMoreSide if you wanted to hide any one of these related lists click on the three horizontal lines next to the related list and select the related list and move it to the unselected.

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 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 add a related tab in Salesforce lightning?

You can create a custom tab only for an App Page type of Lightning page.From Setup, enter Tabs in the Quick Find box, then select Tabs.Click New in the Lightning Page Tabs related list.Choose a Lightning page for the tab.Enter a label. ... Select a tab style to set a color scheme and icon for the Lightning page tab.More items...