How do I change related lists in Salesforce?

How do I change related lists 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 I edit an enhanced CMTD related list?

1. Create configuration data records in the Custom Metadata Type. – From the setup menu, go to Custom Metadata Type.
2. Drag and drop the component in the App Builder. Edit the lightning page and looks for the “CMDT Enhanced Related List” component under Custom – Managed.
3. Configure component attributes to suit your design.

How do I edit related list quick links in Salesforce lightning?

1. Click Your Name | Setup | Customize | Home | Home Page Components.
2. Click Edit next to the component you want to edit. If there is no Edit link next to a component, it is read only.
3. Click Save. Next, add the component to a home page layout; see Designing Home Tab Page Layouts.

How do I change list view to related list?

1. Open the main record in Default view.
2. Then switch to Workspace view.
3. Navigate to the related list.
4. Right-click on header menu of the list.
5. Click on configure list layout.
6. Add/remove the columns you want in the list view.
7. Save the list layout.
8. Refresh the related list columns in Workspace. You will be able to see the changes.

How do I enable inline editing in Salesforce related list?

Go to Setup and search for User Interface. You can also go through the path of Platform Tools > User Interface > User Interface or Build/App Setup > Customize > User Interface (last option). Select Enable Inline Editing and Enable Enhanced Lists then Save.

What is the difference between related list and enhanced list?

If you see the Salesforce classic related list it provides a rich data view than the Lightning experience default(Tile) related list. The “Enhanced Related Lists” in the Summer ’19 going to save the time of users, related list in this release is more powerful, this will allow displaying more data and fewer clicks.

How do I enable enhanced related list in Salesforce?

Steps to add Enhanced related list in lightning experience:

1. Go To | Record detail page | Click on setup | Edit Page.
2. Drag the related list from the left sidebar in Related tab.
3. Now change the Related List Type to “Enhanced List”.

How do you add related lists in lightning component?

Custom related list Lightning Components for adding contact

1. lightning:card.
2. force:recordData.
3. lightning:overlayLibrary (To create modal box)
4. Dynamically creating component using $A.createComponent.
5. force:navigateToRelatedList.

How do I create a related list in Salesforce?

Add, Remove, or Edit Related Lists

1. Click. , then click Setup.
2. From Setup, click the Object Manager tab.
3. Click an object, for example, Course.
4. Click Page Layouts.
5. Click an page layout, for example, HEDA Course Layout.
6. Modify the related lists. To add a related list, in the palette, click Related Lists.
7. Click Save.

What does Dreamforce mean for the Salesforce community?

Dreamforce is an annual four-day event that brings together the entire Salesforce community. It’s an experience that celebrates Trailblazers and customer success. Dreamforce is where Trailblazers from all over the world gather to share their stories, their successes, and learn from each other.

What does enhanced related list do in Salesforce?

It supports enhanced functionalities such as configurable Filter, Sort, displayable fields, and look and feel to support your business needs. It uses “Enhanced Related List” Custom Metadata Type (CMT) to control the list of field that needs to be displayed for each component you use in the application.

Are there any free apps for Salesforce.com?

Salesforce Labs apps are free to use, but are not official salesforce.com products, and should be considered community projects – these apps are not officially tested or documented. For help on any Salesforce Labs app please consult the Salesforce message boards – salesforce.com support is not available for these applications.

When did the first Dreamforce conference take place?

It’s an experience that celebrates Trailblazers and customer success. Dreamforce is where Trailblazers from all over the world gather to share their stories, their successes, and learn from each other. Started in 2003, Dreamforce has grown into more than a conference — it’s an experience like no other.