Go to the tab that contains the related list. Click on "Edit Layout" 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 view multiple fields in related list in Salesforce?
A Contact record has related list as Opportunity. Whenever user hover over his mouse on the record name in related list, he is able to see different field other than the fields available in related list card. In this way, User will be able to see 9 fields at a time in related list.
How do I edit a related list in Salesforce?
You can customize the buttons, columns displayed, column order, and record sort order of related lists on record detail pages in Salesforce and the Salesforce Customer Portal. Access the page layout editor. To edit a related list, double-click it.
Can I add multiple default list views per object in Salesforce Lightning?
This can be useful if you want to add multiple default list views per object. This feature takes advantage of Salesforce Lightning’s easily customizable navigation bar, which can be changed in a number of different ways.
How to see different fields in related list?
Whenever user hover over his mouse on the record name in related list, he is able to see different field other than the fields available in related list card. In this way, User will be able to see 9 fields at a time in related list. Create a new Compact Layout and select the field which are different from fields already present in related list
How do I change the fields displayed in related list?
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 change the list view fields in Salesforce?
From the menu of links at the top of the page, click Search Layouts. In the far right of the Search Results column, clickand select Edit. To add columns to the Recently Viewed list, select one or more fields from Available Fields and click Add.
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 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 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 manage list views in Salesforce?
Actions you can take for list views are available in the List View Controls menu .Under List View Controls, select New. ... Give your list a name and unique API name.Choose who can see this list view: just you, or all users, including Partner and Customer Portal users.Click Save.More items...
How do I remove a field from a related list in Salesforce?
You need to Edit the Page Layout -> Scroll Down to Related List -> Click on Wrench Icon and then Add/Remove the fields there.
Can we add custom field in related list in Salesforce?
Yes you can edit layout and go to related list section, add more fields.
How do I change component visibility in Salesforce?
Using User record to set component visibilityChoose the component in the Lightning Home Page builder and select set component visibility from left panel.Click add filter –> Choose Field –> User –> Choose field required to filter (for Ex: Role)
How do I customize quick links in Salesforce lightning?
0:453:10Salesforce Lightning 201-4a: Modifying Related List Quick LinksYouTubeStart of suggested clipEnd of suggested clipAnd you look at the display layout customize my pages or you could have just typed customized myMoreAnd you look at the display layout customize my pages or you could have just typed customized my pages in quick find it defaults to accounts.
Can we add filter to related list in Salesforce?
2) Choose related list on which you want to change or modify filters and click on the wrench icon to open properties. 4) Click on ok and save the page layout. 5) Open the related list and click on filters section and the filters section will show all the filters added as columns in the related 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.
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!
Create a List View
Since users don’t need an admin to create list views for them, Maria’s going to go get some coffee, and we’ll step into the shoes of one of her coworkers, Erin Donaghue. Erin’s a new sales rep for Ursa Major Solar, focusing on channel customers in the United States. She wants to set up a custom list view so she can see only those types of accounts.
Customize a List View
You’ve created a custom list view and added filters, but there’s even more you can do. Erin doesn’t want to see certain columns, and wants to add others. Let’s start there.
Create a List View Chart
List view charts help you visualize your list view data. Erin wants to see which accounts represent the most overall pipeline value, so she’s going to add a chart to the All Opportunities list view. Let’s follow along.
Hands-on Challenge
You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
More than four fields in Related List in Lightning Experience
The related list in Lightning Experience can have show only 4 fields as of now whereas you could have 10 in Classic. This may make you little worry while lightning transition from Classic. Nobody want to loose the capabilities he or she has. No worries, there are two ways to solve the problem. Let’s have a look:-
Approach-1
The Summer’19 release comes with an exciting feature to have up to 10 columns in your related list in Lightning. It also allows you to sort, perform mass actions, resize columns and wrap text. Lets see how:-
Approach-2
Lightning App Builder provides you an amazing standard Lightning Component which is called Related List Quick Links. It will show you all the 10 fields which you have in Classic at very first glance.
Approach-3
A Contact record has related list as Opportunity. Whenever user hover over his mouse on the record name in related list, he is able to see different field other than the fields available in related list card. In this way, User will be able to see 9 fields at a time in related list.
1. Pinned List Views
First up, we have Pinned list views. This simple but effective feature was delivered in Spring ‘19 and allows individual users to select which list view appears first when they select an object.
2. Default List View as a Tab
Default list views can also be easily added to your Salesforce Lightning experience navigation bar. This can be useful if you want to add multiple default list views per object.
3. Default List View on the Home Page
After reading this post, you might be asking yourself “How do I Pin list view for all users in Salesforce?”. Well, unfortunately, Salesforce has disabled this feature on purpose. You can read more about this on the original Salesforce idea here .
Conclusion
With Salesforce Lightning, there are a whole host of features that go beyond what Salesforce Classic was capable of. I hope that this article has quickly helped you to solve an age-old Salesforce problem for you and your users. Make sure to sign up for our newsletter to get other Salesforce hacks delivered to your inbox!