how to setup related lists in 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

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Full Answer

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 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 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 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.

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

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 create a related list in Salesforce lightning component?

Custom related list Lightning Components for adding contact lightning:card. force:recordData. lightning:overlayLibrary (To create modal box) Dynamically creating component using $A.createComponent. force:navigateToRelatedList.

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.

How do I make a related list mandatory in Salesforce?

2 AnswersCreate a roll-up summary field that counts the number of detail records.Create a validation rule that prevents the user from changing the opportunity stage until the number of detail records is greater than 0.

How do I make a related list visible 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 create a related record in Salesforce?

Create Records from Object Home PagesClick the object for the kind of record you want to create. For example, click Accounts if you want to create an account record.Click New.Select a record type if you're prompted.Enter values in the fields. ... Save your changes, when you finish entering values for your new record.

How do you add a related list to a lightning page?

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 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”.