how to add related list items in salesforce

Required Editions.

• From Setup, at the top of the page, select Object Manager and 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 Files to the Related Lists section and click Save.

Full Answer

How to add related list to first object in Salesforce?

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. Now when you go to first object's record you will find the related list. kindly mark as best answer if this helps you.

How to create related list in Salesforce Lightning?

1. in Lightning, open the record where these related list are associated with eg. Account record 3. under Related, click the section on where the related lists are eg. "Contracts", "Projects" etc. 5. Choose "List" and SAVE

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 to save list of related accounts in Salesforce?

Account record 3. under Related, click the section on where the related lists are eg. "Contracts", "Projects" etc. 5. Choose "List" and SAVE May I suggest you please refer the below link to reference. hope it helps. Please mark it as best answer if the information is informative.

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 related list to a Salesforce community?

Related Record ListSelect the Related Record List component in the page you're configuring.In the property editor, configure properties for the component: Property. Details. Parent Record ID. The ID of the parent record. Related List Name. Name of the related list. Breadcrumbs. Select to show breadcrumbs. Custom Title.

How do you add related lists in lightning component?

To add the Related List component on the Lightning record page, follow these steps:Open the affected record.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 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.

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 create a related object 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.

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 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.

Adding Fields to the Account Layout

In Salesforce, in the top-right menu, click the gear icon, and from the dropdown menu click Setup.

Adding Related Lists to the Account layout

Open ​Salesforce​ ​ in a web browser and enter your login credentials.

Minimum Related Listed Fields

Note: Order of the fields are important to the way in which they are displayed. You can add additional fields but only 4 items will appear in Salesforce.

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!