- 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 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 mass edit from list views in Salesforce?
Mass Edit from List Views in Salesforce. 1 Go to record edit Layout and Click on “Related list”. 2 Click on Setting icon in contact related list and add the Mass Edit button and click Save.
How do I edit account fields in Salesforce?
In Account Search Layout page, click on edit link next to Account List View. In Account List View Page, add the Mass Edit button and click the “Save” button. Then, click the Edit link next to Account field set. In Account Field Set page, Add/Remove fields from Field Set (drag and drop the fields) and click on Save.
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 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 related list quick links in Salesforce?
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 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.
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 edit a related list?
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 delete a related list in Salesforce?
From Setup, click the Object Manager tab....Add, Remove, or Edit Related ListsTo add a related list, in the palette, click Related Lists. ... To edit a related list in the Related Lists section of the layout, click the Properties icon ( ... To remove a related list, click the Remove Related List icon (
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 to get Salesforce login?
Step 1: From browser, access the below link and click on “Get It Now” button. “https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000000pu4IEAQ”. Step 2: After that, click the “Log In” button and enter your Salesforce credentials and click the “Login” button. Step 3:
What is mass edit?
The “Mass Edit from List Views” feature can help the user to Edit the Mass records in Object list Views and Record related list and this increases productivity and makes the work more efficient for the user.
When to use mass edit?
The Mass Edit from List Views is mainly used when users want to edit multiple records at the same time in List Views instead of without opening each record individually.
