- Go to the tab that contains the related list.
- Click on "Edit Layout"
- Scroll down to the related list and click on the wrench icon above the related list.
- Access 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.
How to edit related list name in Salesforce?
How to edit related list name: Editing related list name. To change the related list name go to child object(library) detail page and go to the field relate How to edit related list name: Editing related list name. To change the related list name go to child object(library) detail page and go to the field relate
How to enable inline editing in Salesforce with related list?
Feature for Inline editing is not avilable in salesforce with related list. There are a couple AppExchange apps that may offer what you're looking for -- This functionality is not provided out of box by salesforce. Need to code using visualforce page
How to create related list in Salesforce Lightning?
1. in Lightning, open the record where these related list are associated with eg. Account record 3. under Related, click the section on where the related lists are eg. "Contracts", "Projects" etc. 5. Choose "List" and SAVE
How to save list of related accounts in Salesforce?
Account record 3. under Related, click the section on where the related lists are eg. "Contracts", "Projects" etc. 5. Choose "List" and SAVE May I suggest you please refer the below link to reference. hope it helps. Please mark it as best answer if the information is informative.
How do I edit a related list button in Salesforce?
1:252:21How to Create a Custom Button on a Related List | Salesforce ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd when you're there scroll down to your related lists. And click that little wrench icon. And thisMoreAnd when you're there scroll down to your related lists. And click that little wrench icon. And this is where you can change what columns appear in your related list how you sort your related lists.
How do I edit related list quick links in Salesforce lightning?
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...•
How do I change the related list label in Salesforce?
SFDC-Rename Related List LabelFrom Setup, go to Customize > Tab Names and Labels > Rename Tabs and Labels.Click the "Edit" link next to the name of the child object. ( Brainshark Activities in this example)Rename the Singular and Plural labels. ... Remember to "Save" when finished.
How do I edit enhanced related list in Salesforce lightning?
0:482:09Edit Columns in the Enhanced Related List View - YouTubeYouTubeStart of suggested clipEnd of suggested clipRelated list we'll click the wrench icon on that related list to open the related list propertiesMoreRelated list we'll click the wrench icon on that related list to open the related list properties interface. Here we see a list of available fields. And a list of selected fields.
How do I change related list quick links 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 rearrange a linked list in quick links Salesforce?
0:553:10Salesforce Lightning 201-4a: Modifying Related List Quick LinksYouTubeStart of suggested clipEnd of suggested clipHere and then if you look at your settings. And you look at the display layout customize my pages orMoreHere and then if you look at your settings. And you look at the display layout customize my pages or you could have just typed customized my pages in quick find it defaults to accounts.
Can you rename a related list?
To rename a related list for a standard object use Rename Tabs and Labels settings. For example, renaming Opportunities related list to Donations. This is how it looks like after modification.
How do I change the related list name on the page layout in Salesforce?
To change the name of the related list you must go to the master detail field on the desired object. Click edit. You will see a section mid-way down the page called Master Detail Option. Change the Related List Label to match your desired name.
How do I change a column name in related list 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 edit an enhanced CMTD related list?
Create configuration data records in the Custom Metadata Type. - From the setup menu, go to Custom Metadata Type. ... Drag and drop the component in the App Builder. Edit the lightning page and looks for the "CMDT Enhanced Related List" component under Custom - Managed.Configure component attributes to suit your design.
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 add a custom object to 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.