In this Salesforce tutorial, we will discuss how to add related list to Page layout in Salesforce Lightning and Salesforce Classic.
A related list in Salesforce allows showing data from related objects which is useful for showing a quick overview of related records. So, in this tutorial, we will understand how to add a related list to the page layout in Salesforce.
Also, we will discuss the following concepts:
- Understanding related list in Salesforce
- How to add related list to page layout in Salesforce Lightning
- How to add related list to page layout in Salesforce Classic
Understanding related list in Salesforce
A related list in Salesforce is a component that shows a list of records that are related/connected to a specific record.
For instance, we might find linked lists for Contacts, Opportunities, Cases, and other objects associated with that Account on the record page for an Account.
Similar lists can be sorted and filtered to display particular entries, as well as customized to display different information. The Related Lists tab on a record page provides access to related lists and allows for their addition to page layouts.
Read: How to add Dashboard to Home page in Salesforce
How to add related list to page layout in Salesforce Lightning
Here are the steps that we can follow to add related list to page layout in Salesforce Lightning.
Step-1: First, log in to your Salesforce account and navigate to the Home Setup page. For this, click on the gear icon (⚙️) and click on Setup.
Step-2: Next, from the Home page, click on the Object Manager object, and then select the object that you want to modify.
Here in the example, we are modifying the Opportunities object.
Step-3: After this, we need to click on the Page Layout object given in the left side menu.
Step-4: Next, from the Page Layouts section, we need to select the specific Page Layout that we want to edit. This will open the layout section for that particular object page.
Step-5: After this, click on the “Related Lists” section on the left-hand side of the page. And then drag the related list you want to add from the “Available Related Lists” section to the “Related Lists” section.
Here we added Orders related list to the Page Layout of Opportunity object in Salesforce.
Step-6: Moreover, we can also adjust the order of the related lists by dragging and dropping them within the “Related Lists” section.
Step-7: At last, click on the Save or Quick Save button to save the page layout.
Now, whenever we try to access that particular object’s record, we will see that related list.
Read: How to Create Surveys in Salesforce
How to add related list to page layout in Salesforce Classic
Here are the steps that we can follow to add related list to page layout in Salesforce Classic.
Step-1: First, log in to your Salesforce account and navigate to the Setup page. For this, click on the Setup option given in the top-right corner.
Step-2: Next, move to the Build section given on the left side, expand the Customize section, and again expand the required object.
In our example, we will select the Opportunity object.
Step-3: After expanding the object, click on the Page Layout option. This will open the Opportunity Page Layout page.
Step-4: From the next page, select the particular page layout that you want to edit and click on the Edit option.
In our example, we will edit the Opportunity Page Layout page in Salesforce Classic.
Step-5: Next, click on the “Related Lists” section on the left-hand side of the page. And then drag the related list you want to add from the “Available Related Lists” section to the “Related Lists” section.
In our example, we added Cases
Step-6: Additionally, we can also arrange the order of the related lists by dragging and dropping them within the “Related Lists” section.
Step-7: At last, click on the Save or Quick Save button to save the page layout.
So, with this, we have successfully added the related list to the Page Layout of Opportunity object in Salesforce Classic. However, to access the related list, we need to open the record for the selected Object.
Also, check the following related Salesforce tutorials.
- How to Test Email Deliverability in Salesforce
- How to use Classic Email Template in Salesforce
- How to Send Survey in Salesforce
- Lead Assignment Rule in Salesforce
Conclusion
So, in this Salesforce tutorial, we understood how to add a related list to page layout in Salesforce Lightning and Salesforce Classic. Moreover, we have also discussed the methods for both sections using an example.
Also, we have discussed the following concepts:
- Understanding related list in Salesforce
- How to add related list to page layout in Salesforce Lightning
- How to add related list to page layout in Salesforce Classic
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.