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. Be sure to edit the correct one and any others that will need the addition. Click Related Lists from the list on the left.
- Click. , 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 log into Salesforce?
How do I access Salesforce for the first time?
- Check your email for your login information.
- Click the link provided in the email. The link logs you in to the site automatically.
- The site prompts you to set a password and choose a security question and answer to verify your identity in case you forget your password.
What are the objects in Salesforce?
- Custom fields.
- Relationship to other objects.
- Page Layouts.
- Acustom user interface tab
How do I create a Salesforce account?
- To create a community, from Setup, enter All in the Quick Find box, select All Communities, and then click New Community.
- To see more information about a template, select it.
- Select the template that you want to use.
- Read the template description and key features, and click Get Started.
- Enter a community name.
What are the uses of Salesforce?
The Top 7 Benefits of Salesforce
- Better Time Management. Time management is a huge benefit of Salesforce and one of the best ways to allow a business to grow and thrive.
- Ultimate Accessibility. Since Salesforce is cloud software, it’s accessible anywhere and everywhere you have access to the Internet.
- Increased Revenue. ...
- Greater Customer Satisfaction. ...
- Simple Account Planning. ...
Can we customize related list in Salesforce?
Note You can't customize the History related list because it links to data stored elsewhere. Select which fields to include in the related list, define the order in which the fields display, and select the record sort order. The default sort order is by record ID. You can include up to 10 fields per related list.
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 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 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 Salesforce lightning component?
Custom related list Lightning Components for adding contact lightning:card. force:recordData. lightning:overlayLibrary (To create modal box) Dynamically creating component using $A.createComponent. force:navigateToRelatedList.
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.
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.
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 make a related list mandatory in Salesforce?
2 AnswersCreate a roll-up summary field that counts the number of detail records.Create a validation rule that prevents the user from changing the opportunity stage until the number of detail records is greater than 0.
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 access related lists 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.
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.
Background
Depending on the width of the page you’re displaying a related list on, you may only have room for a handful of fields. Even with a full-width list, it’s hard for users to scan all the way across.
Key business problem
For example, below is a related list of the Grades custom object in an education org. Grades use two very different record types: Course Grade and Attendance. A course grade, not surprisingly, represents the mark a student gets in a particular class in a particular semester. Meanwhile, an Attendance record counts absences for the semester.
How I solved it
I solved this with a formula field that returns text. Seriously, that’s it.
Business results
The result speaks for itself! Instead of related lists with compromises for which fields to display, we’ve got related lists that show exactly the information users need and that fit within the width of the page layout.
Do try this at home
First, let me remind you that you don’t need to do this every time. Usually, it just isn’t necessary to write out a formula when you can just display the fields on the related list. And don’t forget that your users lose the ability to sort by a column if that column isn’t independent.
How to add a related list to a page in a project?
1. While in Setup, navigate to Object A (e.g. Project) 2. On Page Layouts, select Edit for the layout. 3. Click Related Lists from the Page Layout Palette. 4. Confirm the new Related List has been added to the page layout. If not, drag it down into the Related List section to add.
How to display a related list in Excel?
1. In Setup, go to the Object you want to display as a related list ( Object B, e.g. Item) 2. Under Fields & Relationships, click New. 3. Select Lookup Relationship for Data Type, then Next. 4. Choose Object A (e.g. Project) for Related To, then Next. 5.
How to add an object to a lookup field?
1. Navigate to an Object B record and add an Object A record to the new lookup field. 2. After saving, head over to the Object A record to confirm the Object B record appears in the new Related List tab.
