How do I enable separate loading of related lists in Salesforce?
How to Enable Separate Loading Related lists in Salesforce
- Step–1: Open the Setup in the below image.
- Step-2: In setup, Search for the User Interface and click it.
- Step–3: Open the User Interface option, Once opened we can see the below.
- Step–5 : Enable the option ‘enable separate loading of related lists’.
How do I manage related lists in Salesforce?
Add, Remove, or Edit Related Lists
- Click. , then click Setup.
- From Setup, click the Object Manager tab.
- Click an object, for example, Course.
- Click Page Layouts.
- Click an page layout, for example, HEDA Course Layout.
- Modify the related lists. To add a related list, in the palette, click Related Lists.
- Click Save.
What is the purpose of related list?
A related list on a form serves the purpose of providing additional information related to the form record and gives a quick overview of how the other records would be affected if something is modified in the current form record.
How do I edit related lists in Salesforce lightning?
Customize Related Lists
- Access the page layout editor.
- To edit a related list, double-click its tab.
- Select which fields to include in the related list, define the order in which the fields display, and select the record sort order.
- If desired, select other page layouts to apply your related list customizations to.
What is Salesforce related list?
The Related List – Single component shows a list of related records based on one specific object. For example, if you’re looking at a contact detail page, you can specify to see the cases related to that contact, without seeing all other types of related records.
Where are related lists stored in Salesforce?
sidebar
When related lists are located in the narrow sidebar region on a record, cards are grouped on the sidebar (2). Where related list cards appear on the page is highly configurable by object and may be different for your org.
Can we edit the related list in Salesforce?
Access the page layout editor. To edit a related list, double-click it. If you’re using the enhanced page layout editor, you can also click the wrench icon (). Note You can’t customize the History relatedlist because it links to data stored elsewhere.
What is the purpose of related list in Servicenow?
Related lists appear on forms and show records in tables that have relationships to the current record. Users can view and modify information in related lists like any other list.
How does related list work in Salesforce?
Related lists can be added to any Salesforce page they are related or linked to. For example, Accounts have related lists for Contacts, Open Activities , Activity History, etc.. Related lists are managed separately and then added to the Page Layout.
Can we change the name of related list?
To change the name of the related list you must go to the master detail field on the desired object. Click edit. You will see a section mid-way down the page called Master Detail Option. Change the Related List Label to match your desired name.
What is a related list Salesforce?
How to add related lists in Salesforce classic?
Saleforce Classic: Go to Setup > Customize > Accounts > Page Layouts. Click Edit next to the layout you want to add the Related List to. There may be more than one page layout for the Account object. Click Related Lists from the list on the left. The page will automatically go to that section.
How to remove related list in Salesforce.com?
**The steps can be reversed if you want to remove a Related List from a page. Drag the list from the page layout to the top. Click on the “wrench” icon and open the list Properties. Configure the columns and buttons to display from here. Click OK to save.
What does the files related list in Salesforce mean?
The Notes & Attachments related list can contain a mix of notes, attachments, and files, but the Files list is all about files. And they’re not just any files—they’re Salesforce Files, which you can also access in Files home for collaboration, advanced sharing options, searching, and adding to libraries. 2.
Can you share a file outside of Salesforce?
You can’t get to it anywhere else in Salesforce. When you add a file to a record, you can use that file and access or share it outside of the record. Attachments will eventually be deprecated and are read-only in Lightning Experience.