how to set up related list quick links in salesforce

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 Click Save for the page – at this point it will display the same list that you have the detail page layout

Full Answer

How to add related lists 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.

What is the related Quick Links feature in Salesforce Lightning?

One of the features somewhat buried in the Lightning platform for the Lightning record pages is the Related Quick Links feature. This is a really awesome feature because it helps all of those who are in Classic and looking to move to Lightning but are struggling with the number of Related Lists that they have on the page.

How do I add related quick links to a page?

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

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 edit related list quick links in Salesforce lightning?

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...•

Can we add quick action in related list?

The last step is simply to place the Action on the relevant Account page layout under “Mobile and Lightning Actions.” Afterwards, it will appear as a clickable button in the highlight panel of an Account Record Page. These Quick Actions can also be placed directly on Related Lists and List Views.

How do I create 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 in Salesforce lightning?

Add related lists to page layouts so your users have the information they need at their fingertips.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. Object. Related List. Account. ... Click Save.

How do I add a quick action button to my related list?

To set the visibility of the action buttons in the related list component on the Lightning record page, follow these steps:Open any record.Click the gear icon and click Edit Page.Click the affected related list component.At the right panel, select Show list view action bar.Click Save.

Can we add quick action in related list Lightning?

One of the features most often requested by Salesforce admins is the ability to add quick actions to related lists in Lightning. Try this in Skuid using buttons and our Action Framework to make related lists where the user can do what they need to do where they need to do it.

How do I add a related list in Salesforce single?

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 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 I add a related list to Lightning record page?

Required Editions Click Page Layouts. Click the page layout you want to customize. In the list of available items in the left pane, click Related Lists. Drag Files to the Related Lists section and click Save.

How do Salesforce related lists work?

Records in Salesforce include details and links to other related records. Some related lists let you perform common tasks for the related object, like create records, or attach files.

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Step 1

Navigate to the Page Layout that you wish to add more fields to a Related List for. You can access the Page Layout via the Setup menu or the Edit Layout on the object itself.

Step 2

Once you are on the edit screen of the Page Layout, navigate to the Related List that you wish to adjust the number of fields for. Select the wrench icon beside the Related List as shown below:

Step 3

If you attempt to add more than 10 fields you will receive the error message shown below:

Step 4

In Chrome type Control + Shift + J to launch Chrome’s Console on PC (For Mac Users, type Control + Option + J). If you are using Firefox Control + Shift + K on PC (For Mac Users, type Command + Option + K) The following screen should appear:

Step 5

Copy and Paste VFEditor.MAX_RELATED_LIST_COLUMNS = x at the console prompt and press Enter. You may replace the letter x with the number of Columns (i.e. = 20) that you want to display. You can go ahead and close the console after you finish.

Step 6

Save your Page Layout. Below is an example of a Related List with more than 10 fields exposed!