What is a Salesforce related list?

What is a Salesforce related list?

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.

Where is related list in Salesforce?

Saleforce Classic: Go to Setup > Customize > Accounts > Page Layouts.

• Click Edit next to the layout you want to add the Related List to. There may be more than one page layout for the Account object.
• Click Related Lists from the list on the left. The page will automatically go to that section.

What is related list in page layout?

More practically speaking, a related list is just a section of a record detail page that lists all the items related to that record.

What is a related record in Salesforce?

The Related Record component is a standard Lightning Page component linked to a quick action. It displays information on a related record and allows users to edit, create and associate other records.

How do you add a related list field in Salesforce?

Customize Related Lists

1. Access the page layout editor.
2. To edit a related list, double-click its tab.
3. Select which fields to include in the related list, define the order in which the fields display, and select the record sort order.
4. If desired, select other page layouts to apply your related list customizations to.

How do you find related lists?

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.

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.

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

Add related lists to page layouts so your users have the information they need at their fingertips.

1. From Setup, open Object Manager, and use Quick Find to select the object to change.
2. Click Page Layouts and Related Lists. Add these related lists to the page layouts. Object. Related List. Account.
3. Click Save.

What is a related record?

Related Records is a feature that lists records which meet the specified conditions, in the Record Details screen. You can display records from other app or the same app.

How do I open a related list in Salesforce?

Here’s how. Scroll the page to find the related list you need (1). If related list hover links (2) are enabled in your organization, click a link to view the list in a pop-up. Click Customize Page (3) to select and arrange the available related lists you want to see.

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

Related Record List

1. Select the Related Record List component in the page you’re configuring.
2. 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.