How do I rename a related list in Salesforce?

SFDC-Rename Related List Label

  1. From Setup, go to Customize > Tab Names and Labels > Rename Tabs and Labels.
  2. Click the “Edit” link next to the name of the child object. ( Brainshark Activities in this example)
  3. Rename the Singular and Plural labels.
  4. Remember to “Save” when finished.

How do I change the name of a related list in page layout in Salesforce?

Navigate to Setup | Object Manager | Onboarding Process | Fields & Relationships. Edit the Resource (lookup to Contact) field by selecting the dropdown next to it. Update the Related List Label to Employee Onboarding.

Can we edit related list in Salesforce?

Note You can’t customize the History related list because it links to data stored elsewhere. Select which fields to include in the related list, define the order in which the fields display, and select the record sort order. The default sort order is by record ID. You can include up to 10 fields per related list.

How do I edit related list quick links in Salesforce?

Setup:

  1. From a record of the Object, you wish to update the page, click on the settings icon and then click on the Edit Page.
  2. In the left-hand Search panel, look for Related Quick Links.
  3. Drag the Related Quick Links to the section of the page that you want it to display.

Can we change the name of related list?

You can change the Related List Label by modifying the Related List Label field on the field that references the parent object. In your case, if you go to the object CaseBugJunctionObject, edit the field that references the Case object, you can change the Related List Label.

How do I change the name of a related list in Salesforce lightning?

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 dynamic related list in Salesforce?

Salesforce dynamic related lists add a new component to Lightning pages – ‘Dynamic Related List – Single’. This component gives you the ability to create custom related lists that can be filtered to dynamically display only when particular criteria are met.

What is dynamic related list?

Dynamic Related List – Single is a new component introduced in Summer ’22 release which lets you customize related lists directly from the Lightning App Builder instead of the page layout editor. You can choose the list’s fields and sort order, apply filters, and give the list a descriptive name.

How do I add an item to a related list in Salesforce?

Add related lists to page layouts so your users have the information they need at their fingertips.

  1. From Setup, open Object Manager, and use Quick Find to select the object to change.
  2. Click Page Layouts and Related Lists. Add these related lists to the page layouts. Object. Related List. Account.
  3. Click Save.

Can you filter a related list in Salesforce?

2) Choose related list on which you want to change or modify filters and click on the wrench icon to open properties. 4) Click on ok and save the page layout. 5) Open the related list and click on filters section and the filters section will show all the filters added as columns in the related list.

What is related list type on Salesforce?

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.

What is related list single?

How do I find related list names in Salesforce?

How do you update a column in a related list in Salesforce?

In Lightning, go to Setup then Object Manager and find the object on which the related list based. Drill down on the object name and select Search Layouts and then Search Results, click dropdown and select Edit. Add the columns you want (move from Available to the Selected fields), arrange their sequence and Save.

Can we add filter in the related list?

How do I edit enhanced related list in Salesforce lightning?

Open an Account record in lightning experience. Click on Setup | Edit Page. Click on the Related List under the Related Tab.
…
Guided Practice (We-do):

  1. You can also change the field order if required.
  2. To remove the field – move it from Selected Fields pan to Available Field pan.
  3. Once you’re done, click on the OK.

What is a dynamic related list in Salesforce?

What are Salesforce Dynamic Related Lists? Salesforce Dynamic Related Lists are the latest feature in the ‘dynamic pages’ family – a combination of features that enable you to create intelligent, responsive pages that display the right information, at the right time, to the right users.

What is a Salesforce related list?

How do I create a dynamic related list in Salesforce?

Add Dynamic Related Lists in Lightning App Builder

  1. Click Setup.
  2. Then open Object Manager, Then Search for Account.
  3. Open Account page from on Lightning Record Pages.
  4. Click on the Edit.
  5. Drag and drop Dynamic Related List – Single under Related tab.

How do you filter records in a related list?

Filter on Related List

  1. Open the page layout of the source object’s record:
  2. Choose related list on which you want to change or modify filters and click on the wrench icon to open properties.
  3. Select fields to be added as columns in the related list.
  4. Click on ok and save the page layout.

How do I add a field to a related list?

To add them on the related list, follow these steps. Click the object in question. Click on the wrench icon to open its related list properties. From the ‘Available Fields’ box, select the custom fields you have deployed and click Add to add them on the ‘Selected Fields’ box.

What is related list label 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 apply filter on related list in Salesforce?

For example: if you want to apply the filter on the campaign member related list which has been opened from the campaign member record, open the page layout of the campaign object’s record. 2) Choose related list on which you want to change or modify filters and click on the wrench icon to open properties.

Can we add custom field in related list in Salesforce?

In Salesforce Classic

Click on Edit link. Click on the wrench icon to open the Related List Properties. From the ‘Available Fields’ box, select the custom fields you have deployed and click Add to add them on the ‘Selected Fields’ box. Click OK once done.