how to display account related contacts in salesforce lightning

What are accounts and contacts in Salesforce?

In Salesforce, you store information about your customers using accounts and contacts. Accounts are companies that you're doing business with, and contacts are the people who work for them. Accounts and contacts are related to many other standard objects, which makes them some of the most important objects in Salesforce.

How do I view Contact Records in Salesforce?

Click Leung or Alan’s name to view the full contact record. Like an account record, a contact record can have its own related lists of information, such as cases that each contact has filed, meetings you’ve had, or logs of calls to that contact. Salesforce records are only as useful as the information you store in them.

Who are my contacts at get cloudy consulting in Salesforce?

Your contacts at Get Cloudy Consulting are Alan Johnson and Leung Chan. In Salesforce, you have a contact record for Alan, listing his employer (account), email address, and phone number.

How do I find a company’s account information in Salesforce?

If you’re on the road without your computer, you can view most of the same account information using the Salesforce mobile app. In the Salesforce mobile app, tap Accounts, search for Get Cloudy, and tap Get Cloudy. One of the most important things you need to know about a company is who works there and how to reach them.

How do I find account related contacts in Salesforce?

From Setup, enter Account Settings in the Quick Find box, then select Account Settings. Select Allow users to relate a contact to multiple accounts. You can use custom fields to capture unique information about relationships—for example, the best time to call a contact. Now is a good time to set that up.

How do you display related records in lightning component?

First, edit the lightning page layout by clicking on the setup gear in the upper right-hand corner and selecting Edit Page. Add a related record component by dragging it from the component list to the page. Choose which record is displayed by clicking Edit Lookup Fields and choosing contact name and then done.

How do you create a related list in 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 get account details with LWC?

Live Demo.Other related post that would you like to learn in LWC.Step 1:- Create Lightning Web Component : displayContactsOnAccountId.html.Step 2:- Create Lightning Web Component : displayContactsOnAccountId.js.Step 3:- Create Lightning Web Component : displayContactsOnAccountId.js-meta.xml.More items...•

How can I see related records in Salesforce?

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 query a 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 component in Salesforce?

1:062:07How to Add a Related List to a Page in Salesforce Lightning (Spring '20 ...YouTubeStart of suggested clipEnd of suggested clipClick Edit Page. Find the component that you want to add in this case it's a related list singleMoreClick Edit Page. Find the component that you want to add in this case it's a related list single version so if you are just gonna do.

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 enable enhanced related list in Salesforce?

Steps to add Enhanced related list in lightning experience:Go To | Record detail page | Click on setup | Edit Page.Drag the related list from the left sidebar in Related tab.Now change the Related List Type to “Enhanced List”.

How do you show contacts related to account in LWC?

How to display account related contacts based on account name in Salesforce LWCStep 1:- Create Lightning Web Component : displayContactsOnAccountName.html.Step 2:- Create Lightning Web Component : displayContactsOnAccountName.js.Step 3:- Create Apex Controller : lwcAppExampleApex.cls.

What is @wire in LWC?

Lightning web components(LWC) use a reactive wire service, which is built on Lightning Data Service. Components use @wire in their JavaScript class to read data from one of the wire adapters in the lightning/ui*Api modules and also to call the apex controller server-side methods using wire services.

How do you display records in LWC?

Use record-id and object-api-name to pass the ID of the record and the corresponding object API name to be displayed. You can also specify other options like mode is view (read only mode),layout- (Full,Compact) is full that means it will display all the fields as per standard layout.

What is Salesforce account?

In Salesforce, you store information about your customers using accounts and contacts . Accounts are companies that you're doing business with, and contacts are the people who work for them. Accounts and contacts are related to many other standard objects, which makes them some of the most important objects in Salesforce.

How to view Salesforce account without computer?

If you’re on the road without your computer, you can view most of the same account information using the Salesforce mobile app. In the Salesforce mobile app, tap Accounts, search for Get Cloudy, and tap Get Cloudy.

What are Accounts and Contacts?

Building those relationships takes time and care, and it also requires information. You need to know who your customers are, where to find them, how to contact them, and how you can make them happy.

How to find Alan and Leung in Salesforce?

Now that Alan and Leung have records in Salesforce, you’d find them by clicking the Contacts tab and locating them in the Recent Contacts list. And because both Alan and Leung are contacts for the account Get Cloudy, you’d find them both listed below that account’s record details. Click Leung or Alan’ s name to view the full contact record.

What to do if you use Trailhead in a different language?

If you use Trailhead in a language other than English, make sure that your hands-on org is set to the same language as the challenge instructions. Otherwise you may run into issues passing this challenge. Want to find out more about using hands-on orgs on Trailhead? Check out Trailhead Playground Management.

Why do companies use names?

Names not only help you find companies in your records, but they can be used to denote relationships between accounts and help you decide if a company or individual already exists in your records.

What is a person account?

Person accounts are similar to business accounts, but because they’re meant to record information about an individual person, person accounts don’t have their own contacts. For the purposes of this module, we’ll assume you’re selling to businesses only, and your accounts are all business accounts.