how to create custom related list in salesforce

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. Create an appropriate Field Label ( Field Name should auto-populate)

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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

1. 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.
2. Ultimate Accessibility. Since Salesforce is cloud software, it’s accessible anywhere and everywhere you have access to the Internet.
3. Increased Revenue. ...
4. Greater Customer Satisfaction. ...
5. Simple Account Planning. ...

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How do I create a custom related list in Salesforce lightning?

C. Configure VisualForce Page (Lightning)Go to an Object A record.Select the Gear icon in the top right corner and then Edit Page.Click on the main component box, then Add Tab button. ... Click the new Related tab that has now appeared in the main component.More items...

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.

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 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?

Related list buttons (1) are located in the upper-right corner of each related list card. If there are multiple buttons, use the pull-down menu to access them. Each item in a related list card includes a link (2) that opens the related record.

What are related records in Salesforce?

The Related Record List component shows, in a list, a single type of record related to a record. For example, if you're looking at an account, you can see a related list of contacts for that account. Use the Related Record List component on a generic Related Record List page or on a custom page.

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.