Click Related Lists at the top Find the related list you want to change Click the wrench icon. Find sort field The field you want to sort by must be displayed in the related list. When it is, you can select it from the Sort By: drop down.
- Access 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.
Is there a way to modify the page layout in Salesforce?
I eventually had to open a ticket with Salesforce to get this resolved. There is a way to modify this in the Page Layouts, but the change I was trying to implement wasn't working due to a bug. So if you can't modify it the way you want by modifying the page layouts / related list section, you could be having the same problem I was.
How do I edit the fields displayed in the related list?
Go to the tab that contains the related list. Scroll down to the related list and click on the wrench icon above the related list. That will allow you to edit the fields displayed.
How to change the default fields of a list label?
double click on whichever "Label" you want to modify. By Modifying the Tab Layout you can set Default fields to be displayed on related list. Thanks Sunil!
How do I modify the default layout for a related list?
Modify the default layout for a related list. 1 Go to the tab that contains the related list. 2 Click on "Edit Layout". 3 Scroll down to the related list and click on the wrench icon above the related list.
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 edit enhanced related list in Salesforce lightning?
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 you update related list columns 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 sort custom fields in Salesforce?
Add a Status FieldClick the Elements tab. This displays all of the new things you can add to your database schema: objects and fields.Drag the Picklist field type and drop it on the Suggestions object.Fill in the custom field details: Field Label: Status. ... Select Use first value as default value.Click Save.
How do I edit an enhanced CMTD related list?
Create configuration data records in the Custom Metadata Type. - From the setup menu, go to Custom Metadata Type. ... Drag and drop the component in the App Builder. Edit the lightning page and looks for the "CMDT Enhanced Related List" component under Custom - Managed.Configure component attributes to suit your design.
How do I select a field to display a related list in Salesforce?
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 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”.
How do you create a custom related list?
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.
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.
What is lookup relationship in Salesforce?
A lookup relationship essentially links two objects together so that you can “look up” one object from the related items on another object. Lookup relationships can be one-to-one or one-to-many. The Account to Contact relationship is one-to-many because a single account can have many related contacts.
What is field dependency in Salesforce?
Field Dependencies in Salesforce are the filters that allow user to change the contents of a picklist based on the value of another field. Example :- Here there are two field called Country and State. We have to display all states that are related to Country Field. Like wise Districts that are related to States.
How do I index a field in Salesforce?
If it is a custom field you have added, you can self-service an index on a field by making it an "External ID" - click through the setup menu to customise the field and select the option from General Options.
Thursday, August 19, 2021
Salesforce admin can set the order of the related list in page layout. The screenshot below is an example from the Account page.
Salesforce: Personalize Order of items in Related List
Salesforce admin can set the order of the related list in page layout. The screenshot below is an example from the Account page.
Order Records
The process for creating records in Order Management depends on your storefront. For example, if you use Salesforce B2C Commerce Enterprise, the B2C Commerce Integration imports order data into Order Management. For information on handling order data from a different storefront, see Importing Order Data in the Order Management Developer Guide.
Items and Products
The terms “item” and “product” are used interchangeably throughout Order Management. Usually, technical areas like APIs and flow actions use “item,” while the user interface uses “product.” However, there are some exceptions.
Summary Objects and Change Objects
Summary objects provide a dynamic view of current order data. Typically, users interact with summary records instead of the underlying records. For example, a service agent looking up information for a customer would search for the order summary, not the original order.
Adjustment Objects
Adjustment objects represent discounts applied to an order or order product. Adjustment summary objects provide a dynamic view of adjustments. For example, consider multiple discounts that apply to a single order product.
Platform Events for Order Management Objects
Order Management includes platform events that provide order-related notifications. You can use them along with custom events and other methods to initiate your processes and flows:
Objects Used by Order Management
Order Management uses these object types to represent data in the order workflow. Some of them are standard Salesforce objects, and some are only available in orgs with an Order Management license.
Customizing Order Management Objects
You can add custom fields to objects used by Order Management. When you do, Order Management users need permission to access them. You can use the OM Console permission set because all Order Management users normally have it. To provide access to a custom field, update the permission set object settings for that field to allow Edit access.
Salesforce Mobile App Limitations
The Salesforce mobile app is designed for easy data access on the go. You can view Salesforce Order Management record pages on the mobile app, but can’t access its console features like screen flows.
Learn More
Order Management Resources In addition to Salesforce Help, Order Management has documentation resources to help you learn about, set up, administer, and extend the Order Management app.
