Click the “ x ” on the left of the Related tab in the Tabs The tab will be removed from the section. 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.
- 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 quick links to a list in Salesforce?
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. The related lists that are displayed as links are driven by the object page layout.
How do I create a related list in Salesforce?
How do I create a related list in Salesforce? 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.
What is the related Quick Links feature in Salesforce Lightning?
One of the features somewhat buried in the Lightning platform for the Lightning record pages is the Related Quick Links feature. This is a really awesome feature because it helps all of those who are in Classic and looking to move to Lightning but are struggling with the number of Related Lists that they have on the page.
What are related list quick links and how do they work?
Or you can use Related List Quick Links so that you get most out the page layout space. The Quick Links make it easy for users to go straight to the section, hover and see details, and provides a cleaner layout. Note: When making changes to the Lighting page layouts, be sure to be consistent so the screens are the same.
How do I create a related list in quick links?
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...•
What are related list quick links Salesforce?
This applies to all related child records displayed on a page layout. Activity History, Open Activities, etc Related Quick Links enables you to set up links in one section of the page for your Related Lists. The links show the number of records per list and are hoverable.
Can we add quick action in related list?
The last step is simply to place the Action on the relevant Account page layout under “Mobile and Lightning Actions.” Afterwards, it will appear as a clickable button in the highlight panel of an Account Record Page. These Quick Actions can also be placed directly on Related Lists and List Views.
How do I create a related list field in Salesforce?
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 create a related list Quick Link in Salesforce lightning?
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 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 you add an action button to a related list?
0:212:21How to Create a Custom Button on a Related List | Salesforce ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo if you want the button on your cases. Related list then you're going to go to the cases object inMoreSo if you want the button on your cases. Related list then you're going to go to the cases object in the object manager so wherever you want that button to be the object you want the button.
How do you add a quick action to a list view?
Select the object you want to allow mass quick actions on. Select Search Layouts for Salesforce Classic. Edit the List View layout. In the List View Actions in Lightning Experience section, add the actions that you want your users to be able to perform on list views for multiple records.
How do I create a quick action in Salesforce?
Create a Quick ActionClick the setup gear. ... Enter Global Actions in the Quick Find and select Global Actions.Click New Action.Leave the Action Type as Create a Record. ... In the Label field, enter Waypoint . ... Click Save.In the next Action Layout screen, leave Waypoint Name as the only field in the layout.
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 in Salesforce single?
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.
What is related list label in Salesforce?
Related lists can be added to any Salesforce page they are related or linked to. For example, Accounts have related lists for Contacts, Open Activities , Activity History, etc.. Related lists are managed separately and then added to the Page Layout.
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How to remove a related list from a page?
To Remove a Related List from the Page Layout: Click the “ x ” on the left of the Related tab in the Tabs. The tab will be removed from the section. 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.
Where is the related list in Lightning?
After transitioning to Lightning, you may find related list information in two places; on a tab and on the right hand side bar. This isn’t very efficient and may be confusing to users.
