Slaesforce FAQ

how to give access to related list in salesforce

by Shaylee Johnson Published 2 years ago Updated 2 years ago
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Related list buttons (1) are located in the upper-right corner of each related list card. If there are multiple buttons, use the pull-down menu to access them. Each item in a related list card includes a link (2) that opens the related record.

Lightning:
  1. Click the User Icon.
  2. Settings.
  3. Display & Layout.
  4. Customize My Pages.
  5. Select the object.
  6. Customize My Pages.
  7. Add the related list.

Full Answer

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.

Why do I have two lists in Salesforce?

If you have two lists is because you have two different lookup fields (even if they reference the same object) so you would be able to access one or another easily because of ther different api names. Carlos. Yeah, I mentioned in my post that I was simply guessing at the API names for your code. I grabbed Quoted_Product from your original example.

How to enable enhanced profile list view in Salesforce?

Check if you have Enhanced Profile List View Feature enabled. For this, go to Setup\Customize\User Interface under Setup header Then go to Profile List View and Create a new View and add CRUD permissions for the object you need.

How to get related list from first object in database?

Now when you go to first object's record you will find the related list. kindly mark as best answer if this helps you. You have to create another custom object. On the new object create new field of type lookup relation or master-detail to the first object.

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How do you make a related list visible to your profile in Salesforce?

Click on the gear icon at the upper right, then click, 'Edit Page' At the left panel, Drag and Drop the 'Related Lists' component to the section you want it to appear on the page, then click Save.

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 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 add a related list field 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 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.

Where we can see related list in Salesforce?

Related list buttons (1) are located in the upper-right corner of each related list card. If there are multiple buttons, use the pull-down menu to access them. Each item in a related list card includes a link (2) that opens the related record.

How do I select a field to display a related list in Salesforce?

Go to Layout of your master object. Scroll down to your related list and click on settings icon. Now choose fields which you want to display in related list.

How do you show a related list in lightning component?

Salesforce Lightning Component to Display Contacts Related to particular Accountpublic with sharing class AjinkyaTestLightningAccController.{@AuraEnabled.public static list getRelatedList(Id recordId){List Conlist = [Select id, name,firstname,lastname from Contact where AccountId=: recordId ];More items...

How do I use 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.

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