Do you want to create a related list in salesforce? Read the complete blog on how to create a related list in salesforce. Also, we will cover these topics.
- How to create a related list in salesforce
- How to create a related list in salesforce lightning
- How to create a related list in salesforce classic
- How to create a new related list in salesforce
- How to create a custom related list in salesforce
Related list in salesforce
A related list in salesforce is defined as a visible representation of the correlation between one object with another object.
A related list in salesforce is defined as a single piece that appears as a list of related records which is based on one particular object.
The use of the related list as a single piece on a custom object page to add certain, connected information in context for the page.
For the related list, the user can create records and for seeing all the related records we are using the record-related list component. The related record type is to recover and display for the page context.
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How to create a related list in salesforce lightning
Salesforce lightning is a modern view of the salesforce platform that is fast, easy, and filled with a wide variety of options. It is USA cloud-based software company headquartered in California.
It supplies customer relation management and it was released in 2014 it has developed itself based on the latest web needs.
Do you want to know how to create a related list in salesforce lightning? Follow these steps:-
Step 1: Login to the salesforce account then go to the setup, and click on the Object Manager tab.
Step 2: After clicking on the Object Manager tab, Select the object. Here we selected the Account object.
Step 3: After clicking on the object, click on the page layout which is present on the left sidebar.
Step 4: After clicking on the Page Layout, The Page Layouts window is open, and click on the Account layout option.
Step 5: After clicking on the Account Layout, the Account Layout page is open, under this Account Layout page a Related List option is shown click on it.
Step 6: After clicking on the Related List option, you can see that the related list items are shown on the screen. Drag and Drop the related item into the related list section.
Here we are dragging and dropping the Orders into the related list section.
Step 7: After dragging and dropping the Orders into the related list section the Orders are shown in the related list, then click on the Save option.
Step 8: After clicking on the Save option you can see the dialogue box appear. In this dialogue box, three options are present Yes, No, and cancel. If you want to save then click on yes, if you don’t want to save this then click on No.
This is how we understand how to create a related list in salesforce lightning.
Read How to Create Record Type in Salesforce
How to create a related list in salesforce classic
Salesforce classic is the traditional user experience of salesforce and it was the only salesforce experience before the salesforce lightning was introduced. Salesforce classic has a simplified interface that is very easy to use.
Wondering how to create a related list in salesforce classic? Follow these steps in the salesforce classic experience.
Step 1: Login to the salesforce account then go to the setup, and click on the Accounts that are present on the nav bar.
Step 2: Here you can see that the Account page is open, Click on the recent Accounts Burlington Textiles Corp of America.
Step 3: After clicking on the Account Name the Burlington Textiles Corp of America Page is open, Click on the Edit Layout option that is present on the left side of the Page.
Step 4: After clicking on the Edit Layout, the Account Layout Page is open then clicks on the Related list option.
Step 5: After clicking on the Related list option. Dragging and dropping the Related Content into the related list section the Related Content are shown in the related list, then click on the Save option.
Step 6: After clicking on the Save option you can see the dialogue box appear. In this dialogue box, three options are present Yes, No, and cancel. If you want to save then click on yes, if you don’t want to save this then click on No.
Step 8: After saving the related list, the newly created related list is shown under the Burlington Textiles Corp of America.
This is how we understand How to create a related list in salesforce classic.
Read How to a Create Custom Field in Salesforce
How to create a new related list in salesforce
Related List is a very simple and handy tool that provides users with information. It is also defined as a visible representation of the correlation between one object with another object.
Wondering how to create a new related list in salesforce? Follow these steps in the salesforce experience.
Step 1: Login to the salesforce account then go to the setup, and click on the Object Manager tab.
Step 2: After clicking on the Object Manager tab, Select the object. Here we selected the Broker object.
Step 3: After clicking on the object, click on the page layout which is present on the left sidebar.
Step 4: After clicking on the Page Layout, The Page Layouts window is open, and click on the Broker layout option.
Step 5: After clicking on the Broker Layout, the Broker Layout page is open, under this Broker Layout page a Related List option is shown click on it.
Step 6: After clicking on the Related List option, you can see that the related list items are shown on the screen. Drag and Drop the related item into the related list section.
Here we are dragging and dropping the Content Deliveries into the related list section. After dragging and dropping the Content Deliveries into the related list section the Content Deliveries are shown in the related list, then click on the Save option.
Step 7: After clicking on the Save option you can see the dialogue box appear. In this dialogue box, three options are present Yes, No, and cancel. If you want to save then click on yes, if you don’t want to save this then click on No.
So, with this, we understand How to create a new related list in salesforce.
Read How to Create a Campaign in Salesforce
How to create a custom related list in salesforce
A custom-related list is defined as a list that gives a list of records that we want at the bottom of the record.
Wondering how to create a custom related list in salesforce? Follow these steps in the salesforce experience.
Step 1: Login into the salesforce account then go to sales, and click on the Campaigns that is present in the nav bar.
Step 2: After clicking on the Campaigns object. the Campaigns recently view page is open. On this Page, the New York Times object is present click on it.
Step 3: After clicking on the New York Times. The New York Times Page is open click on the gear icon and then go to the Edit Object and click on it.
Step 4: After clicking on the Edit Object, The Campaign Page is open. In the Campaign Page there is a Page Layout option, click on the page layout which is present on the left sidebar.
Step 5:After clicking on the Page Layout, The Page Layouts window is open, and click on the Campaign layout option.
Step 6: After clicking on the Campaign Layout, the Campaign Layout page is open, under this Campaign Layout page a Related List option is shown click on it.
Step 7: After clicking on the Related List option, you can see that the related list items are shown on the screen. Drag and Drop the related item into the related list section.
Here we are dragging and dropping the Approval History into the related list section. After dragging and dropping the Approval History into the related list section the Approval History are shown in the related list, then click on the Save option.
Step 8: After clicking on the Save option you can see the dialogue box appear. In this dialogue box, three options are present Yes, No, and cancel. If you want to save then click on yes, if you don’t want to save this then click on No.
Step 9:After saving the related list, the newly created custom-related list is shown under the New York Times.
This is how we understand How to create a custom related list in salesforce.
Conclusion
In this tutorial, we have learned how to create related list in salesforce, and also we have covered how to create a custom related lists in salesforce. This can be performed on both salesforce lightning and salesforce classic.
- How to create a related list in salesforce
- How to create a related list in salesforce lightning
- How to create a related list in salesforce classic
- How to create a new related list in salesforce
- How to create a custom related list in salesforce
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