how to create related lists in salesforce

^{Add Related List to Object A}

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
5. Select the Wrench icon above the new Related List to configure what fields will be displayed
6. Once finished, press Save on the top-left of the Page Layout Palette

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 is a related list?

Related lists are visual representation of relationship between one object with other. the exact definition is: Related ListA section of a record or other detail page that lists items related to that record. For example, the Stage History related list of an opportunity or the Open Activities related list of a case. Show More.

What are the different types of Salesforce?

Types of Salesforce Training Courses

• Instructor-Led Training Courses. Instructor-led courses are most suitable for people who find self-learning difficult. ...
• In-app Guided Training. Reading lengthy guidebooks and complicated theories can be difficult. ...
• Supplemental Resources. Providing your team members with supplemental learning materials will be of great help. ...
• Self-Paced Courses. ...

How to relate contact to multiple accounts in Salesforce?

Here are the steps you will need to go through:

1. Find ‘Report types’ in Salesforce Setup using the search bar.
2. Add the details, as shown below (you can copy them from this page). Ensure that ‘Deployed’ is selected.
3. Define which objects should be included in the report, and how they relate to each other.

How do I add a related list in Salesforce lightning?

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. Click the page layout you want to customize. In the list of available items in the left pane, click Related Lists.

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.

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 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 you create a related list?

0:579:21How to Add a Related List to an Account - YouTubeYouTubeStart of suggested clipEnd of suggested clipThis field is how you connect one record to another record having a lookup field is what allows youMoreThis field is how you connect one record to another record having a lookup field is what allows you to have related lists of related records simply by populating. That field that's how you make the

How do I create a related record in Salesforce?

Create Records from Object Home PagesClick the object for the kind of record you want to create. For example, click Accounts if you want to create an account record.Click New.Select a record type if you're prompted.Enter values in the fields. ... Save your changes, when you finish entering values for your new record.

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.