Our Salesforce org has a custom object, project, to track all the ongoing project activities. We had to link the Client(Account ) to the Project to track specific clients’ projects. On the client’s detail page, we could see the projects.
A lookup relationship was needed with the Project object, so the project management team wanted to display the related project of a specific client on the record page of the Account object.
As a solution, I created a related list on the Project object to display the projects related to the specific Accounts. Let me explain how to create a related list in Salesforce.
What are Related Lists in Salesforce
In Salesforce, related lists are displayed as sections on the detail page of the object record. The standard example of a related list is the Opportunities and Contacts sections on the Account record page.
We can view these related records in that section without exiting the current record page. These related lists would make it easy to access and manage all lookup object-related information in one place and streamline record management.
How Related Lists Work in Salesforce
Related lists create relationships between objects and show records on the detail page of a parent object.
Salesforce creates relationships between objects through lookup fields and master-detail relationships.
These relationships specify the connections between a parent object and its related child object. Using the object relationship, we can set up these related lists on the parent object’s detail page in Salesforce.
Before creating a related list on an object record page, ensure that the Object has a lookup relationship with the object you want to add to the related list.
Create Related Lists in Salesforce Lightning
To create a related list in Salesforce Lightning, navigate to the setup page of Lightning and follow the steps below.
- On the setup page of Salesforce Lightning, click on the Object Manager tab. In the Object Manager tab, select the object you want to create the related lists. In this example, I have selected the Account object.
- In the Object setup, click on Page Layouts and select the object’s default page layout.
- In the Page layout setup, click on the related lists, then drag the object’s associated items to the related lists section.
- After adding the item to the related lists section, click the Save button to apply the changes.