how to make related list salesforce

^{Add Related List to Object A}

1. While in Setup, navigate to Object A (e.g. Project)
2. On Page Layouts, select Edit for the layout
3. Click Related Lists from the Page Layout Palette
4. Confirm the new Related List has been added to the page layout If not, drag it down into the Related List section to add
5. Select the Wrench icon above the new Related List to configure what fields will be displayed
6. Once finished, press Save on the top-left of the Page Layout Palette

How do I create a Salesforce account?

• To create a community, from Setup, enter All in the Quick Find box, select All Communities, and then click New Community.
• To see more information about a template, select it.
• Select the template that you want to use.
• Read the template description and key features, and click Get Started.
• Enter a community name.

What is a related list?

Related lists are visual representation of relationship between one object with other. the exact definition is: Related ListA section of a record or other detail page that lists items related to that record. For example, the Stage History related list of an opportunity or the Open Activities related list of a case. Show More.

What are the different types of Salesforce?

Types of Salesforce Training Courses

• Instructor-Led Training Courses. Instructor-led courses are most suitable for people who find self-learning difficult. ...
• In-app Guided Training. Reading lengthy guidebooks and complicated theories can be difficult. ...
• Supplemental Resources. Providing your team members with supplemental learning materials will be of great help. ...
• Self-Paced Courses. ...

How to relate contact to multiple accounts in Salesforce?

Here are the steps you will need to go through:

1. Find ‘Report types’ in Salesforce Setup using the search bar.
2. Add the details, as shown below (you can copy them from this page). Ensure that ‘Deployed’ is selected.
3. Define which objects should be included in the report, and how they relate to each other.

How do I create a related list in page layout in Salesforce?

From Setup, open Object Manager, and use Quick Find to select the object to change. Click Page Layouts and Related Lists. Add these related lists to the page layouts. 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 create a related list single in Salesforce?

Related List - SingleAdd the Related List - Single component to the page and select it.In the property editor, configure properties for the component: Property. Details. Related List. The specific record type to retrieve and display for the page context. Layout Design.

How do I add a related list to a Salesforce community?

Related Record ListSelect the Related Record List component in the page you're configuring.In the property editor, configure properties for the component: Property. Details. Parent Record ID. The ID of the parent record. Related List Name. Name of the related list. Breadcrumbs. Select to show breadcrumbs. Custom Title.

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.

What is custom related list in Salesforce?

You can customize the buttons, columns displayed, column order, and record sort order of related lists on record detail pages in Salesforce and the Salesforce Customer Portal.

What are related records in Salesforce?

The Related Record List component shows, in a list, a single type of record related to a record. For example, if you're looking at an account, you can see a related list of contacts for that account. Use the Related Record List component on a generic Related Record List page or on a custom page.

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.

Why can't people see related lists in Salesforce?

If the Related List is not added in the Customize Page Personal Settings of the affected user, even if they have the same Profile, Permission and Page Layout assigned as to what their colleague has, then they will still not see the respective related list in the record that they are viewing.

How do I rename a related list 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 relate a contact to an account in Salesforce?

To do this, simply locate the Account, scroll down to the new Related Contacts listing and click on the “Add Relationship” button. On the next screen, select the Contact you wish to associate with this Account and their Role, and then click on Save.

How Do You Make a Related List Visible in Salesforce?

A related list in Salesforce is a group list that displays all the linked records together.

Disclaimer

This publication is for informational purposes only and nothing contained in it should be considered legal advice. We expressly disclaim any warranty or responsibility for damages arising out of this information and encourage you to consult with legal counsel regarding your specific needs.