Create a new Account Record Type, call it "Read Only" (or whatever) Ensure all the fields in the Page Layout for that RT are also marked as "Read Only" and remove the "new" button on all the Page Layout's Related Lists Change the RT for the affected account to the newly created one
Full Answer
How to set the field as read only in Salesforce?
You can set the field as Read Only on page layout. From the "Quick find" box on the left search for "Field Accessibility" then choose your "obj1". Select "View by fields" and choose "field1". For each profile select "Read Only" besides for "Billing User". Thanks for contributing an answer to Salesforce Stack Exchange!
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
Why can't I see related lists on a user's profile?
If that profile does not have read access to the object in question, then the related list will not appear for a user with that profile. The behavior is similar to having a field on the page layout, but setting the field level security to not visible.
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 make a Salesforce field read only?
Salesforce Classic:Click on Setup | Manage Users | User.Open the user record and navigate to 'Permission Set Assignments' section.Open the Permission Set assigned and go to System permission.Deselect the option 'Edit Read Only Fields'Save.
How do I change related list view 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 provide access to a related list in Salesforce?
*If 'Enable Improved Setup User Interface' is Enabled on User Interface. 1) Click your Name. 3) Display & Layout. 5) Select the Object....Lightning: Click the User Icon. Settings. Display & Layout. Customize My Pages. Select the object. Customize My Pages. Add the related list.
Can you filter related lists in Salesforce?
2) Choose related list on which you want to change or modify filters and click on the wrench icon to open properties. 4) Click on ok and save the page layout. 5) Open the related list and click on filters section and the filters section will show all the filters added as columns in the related list.
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 clipHere we'll click the page layouts. Make sure you know which layout you need to adjust based on theMoreHere we'll click the page layouts. Make sure you know which layout you need to adjust based on the request. In our case we want to edit the base account layout. So we'll click account layout. Now we'
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 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 hide a related list in Salesforce?
0:000:54How to hide related lists in the record details page? - YouTubeYouTubeStart of suggested clipEnd of suggested clipSide if you wanted to hide any one of these related lists click on the three horizontal lines nextMoreSide if you wanted to hide any one of these related lists click on the three horizontal lines next to the related list and select the related list and move it to the unselected.
What is a related list Salesforce?
The Related List - Single component shows a list of related records based on one specific object. For example, if you're looking at a contact detail page, you can specify to see the cases related to that contact, without seeing all other types of related records.
What is related lookup filters in Salesforce?
Improve user productivity and data quality with lookup filters. Lookup filters are administrator settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields.
How do you create a custom related list?
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 use CMTD enhanced related list?
Administrator needs to have the correct fields' API name handy to start creating the records. Once the CMT records are created, drag and drop the "CMTD Enhanced Related List" component in the App Builder. Use your creativity of the available display type to suit your design.
Background
Depending on the width of the page you’re displaying a related list on, you may only have room for a handful of fields. Even with a full-width list, it’s hard for users to scan all the way across.
Key business problem
For example, below is a related list of the Grades custom object in an education org. Grades use two very different record types: Course Grade and Attendance. A course grade, not surprisingly, represents the mark a student gets in a particular class in a particular semester. Meanwhile, an Attendance record counts absences for the semester.
How I solved it
I solved this with a formula field that returns text. Seriously, that’s it.
Business results
The result speaks for itself! Instead of related lists with compromises for which fields to display, we’ve got related lists that show exactly the information users need and that fit within the width of the page layout.
Do try this at home
First, let me remind you that you don’t need to do this every time. Usually, it just isn’t necessary to write out a formula when you can just display the fields on the related list. And don’t forget that your users lose the ability to sort by a column if that column isn’t independent.
