Related List Quick Links Salesforce. They have it in Lightning iView though. In this blog, we’ll

They have it in Lightning iView though. In this blog, we’ll dive into the hows and whys of using mass quick actions on related lists in Salesforce. Some related lists let you perform common tasks for the related object, like create records or attach files. I am thinking about adding related list quick links to my account page. The links show the number of records per list and are hoverable. So I selected "Contacts" and saw the order. I found that the Partner Account related list is not available in lightning and the Activity related list was split off into a new component. Change Status to change the Status of the cases to the value you specify. Thats a realted list. A related list is simply a section of a record’s detail page that displays all items associated with that particular record. The good news is that this is DOABLE PER USER! Jan 24, 2023 · A new feature given to administrators in the Summer ‘22 release is Dynamic Related Lists. But wait! There’s more. Page layout has the Activities History related list and it's assigned to same profile that user is on. Jan 30, 2018 · In any case, after you add that little gem, you may want to change the order or remove related items from the list. Question extended: I was asked to add a filter/search input in the related l Jan 15, 2022 · I am thinking about adding related list quick links to my account page. Your quick video on editing the page and utilizing the Related Lists Quick Links component is a valuable share for those looking to streamline their Salesforce experience. Apr 14, 2022 · Is there a way for Admin to change Related List Quick Links section (remove some items, re-order others, etc) so that it applies for all users, instead of asking users to customize that section individually? FYI, we are on Fin Cloud and Unlimited edition. I've cleared cache, un-installed and re-installed, restarted my computer etc. Creating list views, editing existing list views, and searching within list views aren’t supported when accessing Experience Cloud from a mobile browser. Quick Links is nice, but not all the sales people like hovering. So, if you have configured any related lists on the Lighting App page itself, Quick Links would disregard those settings. Account Use a three-column layout so there's more chance of the Related list Quick link component not showing all entries - we want to trigger the 'Show All' link to appear with the incorrect total count: View one of the stock Account records in the org. I have 2 objects A and B. Salesforce Classic displays related records in lists that appear at the bottom of the page. The related list are visible on the pagelayouts but not the links. Nov 27, 2023 · Performing mass quick actions on related lists in Salesforce is a powerful feature that lets you turbocharge your productivity. 'Open Activities' and 'Activity History' Related Lists in Salesforce Lightning Experience Publish Date: Feb 21, 2025 Description In Lightning Experience, when users view standard Lightning pages for the Case or Asset object's records, the "Open Activities" and "Activity History" related lists and related list quick links are available by default. You can configure a mass quick action on related lists for any related object that supports quick actions. I have a user that can't see the Activities History quick link on the quick links component in Salesforce. Account Use a three-column layout so there's more chance of the Related list Quick link component not showing all entries - we want to trigger the 'Show All' link to appear with the incorrect total count: View one of the stock Account records in the org Salesforce Help Loading Sorry to interrupt CSS Error Refresh Jan 25, 2021 · Create/edit a Lightning page for an object with many out-of-the-box related lists, e. Related List - Single is the best IMO. !!! 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. We use cookies to make your interactions with our website more meaningful. Edit the page layout and add the field as a related list. Salesforce allows for a limited number of Flows and Process Builder processes. Jul 17, 2024 · Read about the importance of Salesforce's related lists for enhancing data organization, improving user experience, and streamlining workflow management. Sep 25, 2018 · CRM Salesforce CRM Salesforce. Sep 19, 2018 · Remove the Related Lists component that is on the page by default by selecting it and pressing the delete icon in the top right. The Component Library is the Lightning components developer reference. Users can also filter lists based on various criteria and control action bar visibility. Jan 15, 2018 · Related List Quick Links- We are familiar with looking at any record in salesforce lightning. Feb 22, 2021 · Related List Quick Links are populating from Page Layouts, we can't controll quick lists from Lightning Page. To see fresh data faster, click . With some related lists, you can perform common tasks for the related object, like create records, or attach files. If an Object Related List (via a lookup relationship to another Object with a corresponding Related List) appears in Classic but not Lightning, review the Field Level Security of the Object with the missing Related List. This article looks at what DRLs are, how to use them, use cases, and some things to note before Aug 7, 2020 · 1 You cannot add custom action on the related list. The Selected List has Opportunities on top already but actual list is showing Case at the first position. Workaround There isn't a workaround for this issue yet. Review below Idea link Add quick actions on related lists Sep 19, 2018 · Remove the Related Lists component that is on the page by default by selecting it and pressing the delete icon in the top right. Jul 20, 2018 · 1 You can actually use a standard component for this purpose: Related List Quick Links, refer below: Adding this to a page will look like something as below, the experience may not be exactly the same as in Classic because of the different UX as clicking on the links will take you actually to the object itself instead of staying on the detail page. They help us better understand how our websites are used, so we can tailor content for you Hiding certain related list quick links? Question for the group I've got some unusual links between data that is needed for things to function properly but they're never going to get clicked on by an end user. They all have related lists selected in Display and Layout for their profiles. Contribute to tee-oh/lwc-custom-related-list-quick-links development by creating an account on GitHub. Account Use a three-column layout so there's more chance of the Related list Quick link component not showing all entries - we want to trigger the 'Show All' link to appear with the incorrect total count: View one of the stock Account records in the org Jun 4, 2022 · With Summer’22 release, Now you can customize related lists directly from the Lightning App Builder instead of the page layout editor with the new Dynamic Related List in Salesforce. One of the awesome feature is Child Related list quick links on record detail page. These lists offer a richer data view, with features like customizable record display, text wrapping, and resizable columns. Search for Related List in the search find box to quickly find all the available Related List components. Hi, Related List: An example is the Contact Related list in the Account detail page. Learn how to customize and filter dynamic lists in Lightning App Builder for more efficient Salesforce page navigation in under 15 mins. However, I have a couple of possible use cases for dynamic related lists. If you are new to Lightning it may not be obvious how you go about adding a Related List to a Page Layout. Resolution The available filters present on the Related List are from the columns of a Related List. This short video walks you through updating the order, visibility, and Jul 16, 2019 · Related Quick Links enables you to set up links in one section of the page for your Related Lists. On Salesforce records, links and details for associated records are grouped within related lists. Like go to Edit Page -> Account Layout which is applicable for the current User/RT (you can see the name of the assigned layout on flexi page) -> go to Layout -> click on Related list -> and configure the fields to be displayed under quick links related list here. Implementing this feature On Salesforce records, links and details for associated records are grouped within related lists. Click Not Code. How can I change layout of Related List Quick Links? Thanks!! Jul 20, 2018 · 1 You can actually use a standard component for this purpose: Related List Quick Links, refer below: Adding this to a page will look like something as below, the experience may not be exactly the same as in Classic because of the different UX as clicking on the links will take you actually to the object itself instead of staying on the detail page. Long text area fields, such as Description, aren’t supported as list view filter criteria or as columns in the list view. Work with Related Lists on Records in Lightning Experience Records in Salesforce include details and links to other related records. I have checked for object permissions and they have edit access. Change Owner to assign the cases to the one user or queue you specify. Nov 13, 2024 · The content of your quick links section depends on which related lists are included in the object’s page layout, in chronological order. We need option to add required or remove unwanted Quick Links from Quick Link Section. Any thoughts on how to change it? true The Related List is kind of awful in my opinion. Users can hover over the object name and see a list of the related records, and the total number of related records is off to the right of the object name. #SalesforceRamanВидео о полезном компоненте для что можно встраивать в рекорд детейл страницы для того что бы User with any profile other than System Administrator are not seeing Related Lists Quick Links in Classic View. When I hover on opportunities for example and click view all is it possible to have the dynamic related list displayed here? So I have 2 different list views showing for opportunities Jul 21, 2025 · Salesforce Dynamic Related Lists allow you to create custom related lists - filtered to dynamically display when particular criteria are met. 2) Related List (select single list), 3) Related List Quick Links (only shortcuts). This can lead to previously deselected layouts becoming re Jan 13, 2021 · 1 I am trying to create a custom related list quick link inside a LWC. Add the columns you want to the related list. Question extended: I was asked to add a filter/search input in the related l Jan 25, 2021 · Create/edit a Lightning page for an object with many out-of-the-box related lists, e. However, you can use a custom button on the related list. If we see the Salesforce classic related list it provides a rich data view than the Lightning experience default (Basic List) related list. In classic we can easy to redirect to related lists records through this link. Jul 16, 2019 · Related Quick Links enables you to set up links in one section of the page for your Related Lists. With Dynamic Form and Dynamic Action and Now Dynamic Related list in Salesforce adds game-changer features for its customers. The Quick Links make it easy for users to go straight to the section, hover and see details, and provides a cleaner layout. Oct 17, 2023 · The benefit of adding the child objects to the related list is, if you have the Related List Quick Links component, the child records will be automatically shown there. Do people remove the list on the related tab and use quick links instead? Or is quick links an addition to the related tab so you keep both on the same page so users have the preference on how to navigate? Just look for advice/best practice from other users on related lists. Related lists display details and links to records that are associated with a specific record. Related List Quick Links in Salesforce Lightning can make record navigation much more efficient. Jul 21, 2020 · Chrome relate list hover not showing list Anyone got any ideas why hover over related list quick links no longer works in Chrome? User settings are all fine, and it works in Edge, so it's not a SFDC setting, its a Chrome setting. Activity History, Open Activities, etc Related Quick Links enables you to set up links in one section of the page for your Related Lists. May 4, 2025 · Not a new feature—but a small one that’s definitely useful. For example, Accounts have related lists for Contacts, Open Activities , Activity History, etc. Question in short: What is the simplest way to add a search box in the related List View (not the related in layout). Jul 21, 2025 · Salesforce Dynamic Related Lists allow you to create custom related lists - filtered to dynamically display when particular criteria are met. Learn how to customize Related List Quick Links in Salesforce to tailor record pages for a more efficient user experience. Layouts that include related lists with the same customizations as the current layout had when you opened it are selected by default. In this video we'll show you how to create the field that links the records, and then how to put the related list on the record page, so you can see it. I hope this video makes it incredibly easy for yo The Component Library is the Lightning components developer reference. Ben also sees Related List Quick Links that can provide additional relevant information or enable further actions. When we go to a record page those related list items are not showing in the Related List Quick Links Component. Using a combination of tabs and related lists is also an option. To add columns to a Related List to be used as quick filter options later, perform the following: 1) Open the Page Layout of the source object's record in Object Manager and select Related Lists. RELATED LIST QUICK LINKS: This option collects all the objects in one place with a hyperlink to a list view of all the related records on that object. Or you can use Related List Quick Links so that you get most out the page layout space. The links show Oct 25, 2019 · You can display some lists in the Tab section and some in the Side Bar such as Activities. Jun 22, 2019 · The Salesforce Summer '19 release includes "Enhanced Related Lists" designed to simplify system usage and facilitate quick and easy access to information. If you want to see all the related list record then you have to go to the related list tab and scroll down in order to see any related item by clicking view all link. Can someone shed some light please. Drag a Related List Quick Links component onto your page. Related lists is a Salesforce user interface feature that you will use many times. Learn How to Create a Related List in Salesforce in 1 minute using our interactive demo guide! Apr 7, 2017 · 0 I had a similar issue with the Partner and Activities related lists on the Account page layout from classic to lightning. Is it possible to change the related list quick link labels to something other than their defaults? I have a related quick list item called opportunity field history (8), but the object itself we named "Application" and would like that quick link item to be named "Application Field History (x)" instead. For example, an account can have related lists for contacts, cases, notes, or even files. Sep 25, 2024 · Would there be any way to create a related list quick link that would work like the standard ones for the standard related lists, where the user could hover over the link to see the first few records, then click on to go to the main related list? Only layouts that include this related list appear in the list. Any help would be appreciated! Mar 26, 2019 · In Lightning, Show more than 4 fields in your related list on your lightning page using Lightning App Builder. Salesforce's assessment of which layouts have the same customizations is based on the state of the current layout prior to editing it. Go to an account and scroll down to the list of related contacts. Related lists are managed separately and then added to the Jan 15, 2022 · I am thinking about adding related list quick links to my account page. A common use case of the automation tools is to pull information from a related account and use it as a default value when creating an Opportunity. Instead of using up an automation process, use List Buttons instead by the following the Nov 23, 2020 · Records in Salesforce include details and links to other related records. May 22, 2019 · Replacing Related Lists with the Related List Quick Links Component Scrolling through several related lists to find the right one is time-consuming. I'm a huge fan of using the tabs component in conjunction with the related list - single component to show all of the most important lists and then having the quick links component as In the Winter '24 Release @salesforce added support for Mass Quick Actions on Related List In this video I get hands on with this feature and show you how to Salesforce Help Loading Sorry to interrupt CSS Error Refresh Help Ongoing maintenance for Salesforce Help Read More A quick video about Related List Quick Links functionality in salesforce Workaround There isn't a workaround for this issue yet. • Add via Lightning App Builder • Auto-displays related lists from the page layout • Reduces scrolling and improves visibility • Lightning Experience only Dec 9, 2019 · Fields are coming from the same page layout related list fields configurations. With the Related List Quick Links component, users can hover over links to see all the related list columns without opening the View All page. And all of this happens while Ben is still just hovering over a result. Sep 7, 2022 · The dynamic related lists allow you to choose the list’s fields and sort order, apply filters, specify the component label, and configure actions for the related list, without dependency on page layout. Salesforce is the #1 AI CRM, helping companies become Agentic Enterprises where humans and agents drive success together through a unified AI, data, and Customer 360 platform. Oct 25, 2019 · You can display some lists in the Tab section and some in the Side Bar such as Activities. Jan 14, 2016 · I have some users who are not able to see the related list links on the top of the page. We need 'Related List Quick Links - Single'So, business can disply quick links those are very important, not for all Related Records. By allowing Ben to go seamlessly from searching to taking action, Einstein Search has saved him a multitude of clicks, as well as time. I'm using option 1), which I think is correct and it's what you were talking about. From the apex I am returning the list of B related record but how can I display it like a related list quick link on LWC? Any idead how to do this? Please help on this. I am a bit confused. Jan 25, 2021 · Create/edit a Lightning page for an object with many out-of-the-box related lists, e. It takes up a bunch of room and it's messy looking. Discover how to filter and customize dynamic related lists in Lightning App Builder for efficient Salesforce admin workflows. Learn how to customize and filter related lists in the Lightning App Builder to enhance user experience and productivity. To set up a dynamic related list, add the Related List - Single component, then upgrade it to Dynamic Related List - Single. If it is related data, how tightly linked is the data? If a record in one object is deleted, should the related records in the other objects be deleted also? In a Master-Detail relationship, related data records are included in the deletion, but in a Lookup relationship they are not. Hello Trailblazers, I want to use the related list quick links component on account record page rather than having a related list tab. To perform mass actions from the Related Cases related list, select the checkboxes next to the cases you wish to update, and click: Close to close the selected cases using the values you specify. Use a lookup field or a master/detail field to link one object to another. Now, users can view key related lists right from the main page without having to open the Related tab or scroll endlessly, which is especially helpful for records with numerous lists. Rapidly develop apps with our responsive, reusable building blocks. com – Adding a Related List By Corey Babka September 25, 2018 No Comments Related lists can be added to any Salesforce page they are related or linked to. But in the lightning we are struggling to access the related list. This applies to all related child records displayed on a page layout. Jan 18, 2019 · Hi, I am not able to modify or customize related List quick Links. We added to the page layout related lists for Open Activities and Activity History. So I selected The Quick Links component only includes the related lists that are displayed in the page layout editor currently. As we have 'Related List - Single', so we can control Related Lists Oct 28, 2020 · We are familiar with salesforce classic, but after transitioning to lightning we missed some feature. I thought that I could manage it from "Customize My Page". Thank you! Related lists is a Salesforce user interface feature that you will use many times. Sep 17, 2024 · Learn how to create a related list in Salesforce, customize its layout, and link records efficiently to improve data organization and accessibility for users. With mass quick actions on a related list, users can create or update related records in bulk without leaving the page. Hi there, I would like to change an order of the Related List Quick Links. Becoming a part of the growing ‘dynamic’ trend of tools released by Salesforce in the past few years, Dynamic Related Lists (DRLs) display a filtered look of a list of records associatedwith an object. . Because of this, it is important to use them sparingly and only when needed. g.

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