Slaesforce FAQ

how to edit related lists in salesforce

by Anabelle Farrell Published 2 years ago Updated 2 years ago
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  • 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.

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 add related list to first object in Salesforce?

On the new object create new field of type lookup relation or master-detail to the first object. While creating this field you will be asked to add the related list to the first object layout choose yes. Now when you go to first object's record you will find the related list. kindly mark as best answer if this helps you.

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Can we edit related list in Salesforce?

Note You can't customize the History related list because it links to data stored elsewhere. Select which fields to include in the related list, define the order in which the fields display, and select the record sort order. The default sort order is by record ID. You can include up to 10 fields per related list.

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 add 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 remove a button from a related list in Salesforce?

Scroll down to the related list, click on related list properties, a new window will open. In the bottom of the window you will see a Button section with a + sign on it. Expand this section, you will find a checkbox as shown below. Uncheck it and the new standard button will be removed from the related list.

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.

What is related list label in Salesforce?

Related lists can be added to any Salesforce page they are related or linked to. For example, Accounts have related lists for Contacts, Open Activities , Activity History, etc.. Related lists are managed separately and then added to the Page Layout.

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 we add custom field in related list in Salesforce?

Yes you can edit layout and go to related list section, add more fields.

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