To add a "Notes & Attachments" related list to an existing custom object, follow the steps listed below. 1. Click on: Classic: Click Setup | Build | Create | Objects. Lightning : Click Gear Icon | Setup | Object Manager | Object Manager.
- 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.
How to create a related list in Salesforce?
Create new custom object. When complete – click on your custom object name to edit it. In ‘custom fields & relationships’ of the object – select ‘master-detail relationship’ and associate the object with the ‘primary’ place you want to see it as a ‘related list’ and will associate the object with accounts / opportunities / etc.
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 I create a related list of accounts?
In ‘custom fields & relationships’ of the object – select ‘master-detail relationship’ and associate the object with the ‘primary’ place you want to see it as a ‘related list’ and will associate the object with accounts / opportunities / etc.
How do I add notes to a related list in Salesforce lightning?
From Setup, select Enable Notes on the Notes Settings page. Using the page layout editor, add the Notes related list to page layouts for all objects where you want users to take notes. Add the New Note action to publisher layouts.
How do you add a note to a related list in Salesforce?
The Notes related list appears on records in Salesforce Classic and Lightning Experience....To add the Notes related list to your page layouts:From Setup, click the Object Manager tab.Pick an object. ... Click Page Layouts.Edit each desired page layout.More items...•
How do I create a custom related list in Salesforce?
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 create a related list single in Salesforce?
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.
How do I add notes and attachments to a custom object?
Select the Related List option from the palette on the upper portion of the screen. Then drag and drop the Notes and Attachments Related List to where you would like it on the Pagelayout.
How do I add notes to a lead in Salesforce?
Click any one of your lead, then click Edit Layout button in the page, then click Releated list in the page and then drag the Notes and Attachments to your page, then save and close your page.
What is custom 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.
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 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 I create a related list in page layout in Salesforce?
Add related lists to page layouts so your users have the information they need at their fingertips.From 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 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.
What is dynamic related list in Salesforce?
Dynamic Related Lists is the newest feature in Summer'22 release. Means with the help of Dynamic Related Lists in Salesforce you can customize the related list directly in Lightning App Builder. With some customization you can decide what fields and actions appear on that related list, and when they appear.