Learn how to customize Related List Quick Links in Salesforce to tailor record pages for a more efficient user experience. Go to the desired page layout, click Related Lists, then choose and drag the necessary related lists in the Related Lists section, they will appear in the Related List Quick Links component. Oct 25, 2019 · You can remove them from one of the locations so it will be displayed once. I would like to change an order of the Related List Quick Links. Hello Trailblazers, I want to use the related list quick links component on account record page rather than having a related list tab. Lightning Page layout has the related list on the page (See attachment) and assigned to user's Application and Profile. They all have related lists selected in Display and Layout for their profiles. I have 2 objects A and B. For this example, we will add the Related list for Cases to the Account tab. • Add via Lightning App Builder • Auto-displays related lists from the page layout • Reduces scrolling and improves visibility • Lightning Experience only Discover how to filter and customize dynamic related lists in Lightning App Builder for efficient Salesforce admin workflows. Lightning: Go to Setup > Object Manager and click From the menu on the left, click Page Layouts. To rename the related list, find the lookup field that links the two objects. dummies transforms the hard-to-understand into easy-to-use to enable learners at every level to fuel their pursuit of professional and personal advancement. Jan 21, 2015 · 1 I have a related list of a junction object on one of my objects, and we removed the junction object name because the header was really long. I'm a huge fan of using the tabs component in conjunction with the related list - single component to show all of the most important lists and then having the quick links component as In the Winter '24 Release @salesforce added support for Mass Quick Actions on Related List In this video I get hands on with this feature and show you how to Hi, I would like to remove the edit link on a related list. Jan 25, 2021 · Create/edit a Lightning page for an object with many out-of-the-box related lists, e. Related List - Single is the best IMO. However, to a user, this will probably be very confusing since sometimes the new button is on the related list, sometimes you have to go to the top right/highlights panel to find the quick Resolution The available filters present on the Related List are from the columns of a Related List. Review below Idea link Add quick actions on related lists Workaround There isn't a workaround for this issue yet. One of the awesome feature is Child Related list quick links on record detail page. My users will still have the ability to edit but via a custom edit button that is controlled by flow/visualforce created by another admin. Related list should load correctly with all the records in the Related tab of detail panel when a record is Added/Edited/Deleted from the Related list quick links hoover panel The related list is specified when you create a lookup field relationship to an object and link it to another object. Jul 18, 2013 · Since Salesforce currently does not support hiding standard Edit or Delete links on list views or related lists, the following workaround can be used to restrict undesired access to specific records such as SBQQ__QuoteLine__c through these actions: May 21, 2018 · In lightning community, in the standard case detail page, I have added the Record Related List component. Jul 16, 2019 · Related Quick Links enables you to set up links in one section of the page for your Related Lists. Sep 25, 2018 · They provide quick access to information for the related object as well as the ability to add/edit/delete records. Rapidly develop apps with our responsive, reusable building blocks. So I selected "Contacts" and saw the order. Additional Layout Configurations Customize your users search layouts further by including more filtering and sorting options, and modifying Action buttons and Related List Quick Links. Is there a way to create a link next to the related list records, similar to Edit or Delete? We would need a View link If you remove a related list from a layout but still want to let the user navigate to a related list of records, you can add a custom link to the page layout that goes to a custom report of related records. Use a lookup field or a master/detail field to link one object to another. Learn about the latest Winter 18 feature enhancements for Related List Quick Links in Lightning Experience. Jan 18, 2019 · Users can customize the order of the quick links and exclude the ones they don't want from their personal settings by entering Customize My Pages in the Quick Find box, selecting Customize My Pages, then clicking the object. Account Use a three-column layout so there's more chance of the Related list Quick link component not showing all entries - we want to trigger the 'Show All' link to appear with the incorrect total count: View one of the stock Account records in the org Aug 7, 2020 · 1 You cannot add custom action on the related list. In this video we'll show you how to create the field that links the records, and then how to put the related list on the record page, so you can see it. Add the columns you want to the related list. Jan 15, 2022 · I am thinking about adding related list quick links to my account page. In classic we can easy to redirect to related lists records through this link. NEED HELP with related list quick links in lightning! Its possible I haven't set this up properly, but in lightning, when a user clicks on a link in the 'Related list quick links', it opens that related list in a new tab, instead of jumping to the related list ON the record page (like it does in classic). IdeaExchange Loading Sorry to interrupt CSS Error Refresh Learn to build mobile and enterprise apps in the cloud on Salesforce. ️ Need Salesforce end user training? Enroll in B Jan 30, 2018 · In any case, after you add that little gem, you may want to change the order or remove related items from the list. They have it in Lightning iView though. Do people remove the list on the related tab and use quick links instead? Or is quick links an addition to the related tab so you keep both on the same page so users have the preference on how to navigate? Just look for advice/best practice from other users on related lists. The related list are visible on the pagelayouts but not the links. When I hover on opportunities for example and click view all is it possible to have the dynamic related list displayed here? So I have 2 different list views showing for opportunities Sep 17, 2024 · Learn how to create a related list in Salesforce, customize its layout, and link records efficiently to improve data organization and accessibility for users. Connect with me on L Help Ongoing maintenance for Salesforce Help Read More I have a user that can't see the Activities History quick link on the quick links component in Salesforce. Learn how to customize and filter dynamic lists in Lightning App Builder for more efficient Salesforce page navigation in under 15 mins. If you want to see all the related list record then you have to go to the related list tab and scroll down in order to see any related item by clicking view all link. Is there a way for Admin to change Related List Quick Links section (remove some items, re-order others, etc) so that it applies for all users, instead of asking users to customize that section individually? In some related lists, you can also see the filters applied by your Salesforce administrator in the filter panel. With Dynamic Form and Dynamic Action and Now Dynamic Related list in Salesforce adds game-changer features for its customers. com/roelvandepaarWith thanks Jun 13, 2022 · I was excited to use Dynamic Related List - Single on Lightning record pages, and straightaway implemented an example on Accounts. How to remove New button from Related Lists - Video #28 Salesforce Bytes is another video series I have started where in you will get to know concepts in and around Salesforce in quick and easy to May 4, 2025 · Not a new feature—but a small one that’s definitely useful. Page layout has the Activities History related list and it's assigned to same profile that user is on. Video example: I am thinking about adding related list quick links to my account page. Related List Quick Links in Salesforce Lightning can make record navigation much more efficient. As far as I remember you cannot simply remove/hide those. Instead of that there is no way to remove them since they are links not button (but their action is same as buttons). We use cookies to make your interactions with our website more meaningful. Sep 13, 2023 · Hi @Jeanne Grédy In order to add something to Related List Quick Links you just need to choose the related lists you want to see. Now, however, we don't have a way of clicking through to the junction object record. Apr 14, 2022 · Is there a way for Admin to change Related List Quick Links section (remove some items, re-order others, etc) so that it applies for all users, instead of asking users to customize that section individually? FYI, we are on Fin Cloud and Unlimited edition. For example, to display a quick action on the Contacts related list of an account, define the quick action for contacts, not accounts. However, the standard link 'Edit' still exists on the related list of the 'Account Address' on the Account object. I have checked for object permissions and they have edit access. So, if you have configured any related lists on the Lighting App page itself, Quick Links would disregard those settings. How do I customize it in such a way that I can remove one related list from that component? Your quick video on editing the page and utilizing the Related Lists Quick Links component is a valuable share for those looking to streamline their Salesforce experience. Jan 24, 2023 · A new feature given to administrators in the Summer ‘22 release is Dynamic Related Lists. Nov 13, 2024 · Learn how to streamline your workflow and save time with Salesforce Quick Links – your customizable shortcuts to key records and pages. If you want to change the related list order for everyone hit the Gear icon at the top right and select setup. The Selected List has Opportunities on top already but actual list is showing Case at the first position. List View Button Layout allows you to add and remove action buttons that users see on all the list views for a given object. This video shows you how to quickly edit the columns visible in related list views on your Salesforce objects. Aug 15, 2022 · Update (09-Octovber-2024): Since Winter`24 you can now add Create and Update Mass Quick Actions on the related list. However, I have a couple of possible use cases for dynamic related lists. Salesforce: Remove Edit Delete Link from Standard Related Lists/ViewsHelpful? Please support me on Patreon: https://www. User with any profile other than System Administrator are not seeing Related Lists Quick Links in Classic View. From getting started to realizing value to resolving issues, Salesforce Help has the support resources you need to achieve success now. Is there a way for Admin to change Related List Quick Links section (remove some items, re-order others, etc) so that it applies for all users, instead of asking users to customize that section individually? FYI, we are on Fin Cloud and Unlimited edition. Unfortunately, there is no 'setting' to hide that link at this time. Jan 13, 2021 · 1 I am trying to create a custom related list quick link inside a LWC. How to show the a,b buttons in the place of edit and delete links I found that what controls what shows up in that related list quick links section is dependent on the page layout associated to that record. Access docs, tools, tutorials, and more on the Salesforce Developers website. But in the lightning we are struggling to access the related list. It's the same on all Objects. Jan 15, 2018 · Related List Quick Links- We are familiar with looking at any record in salesforce lightning. Note Quick filters aren’t supported in all related lists. Thus the user will not be able to see edit button/link on the related list as he is not having edit access on the object. I am a bit confused. Then select the tab that says “Object Manager”. Jul 12, 2023 · On the Case record Page in App Builder, I have added a Dynamic Related List - Single to the page. I believe this started happening right around the time of the Summer 2020 Release. But in lightning the related list object x showing edit and delete buttons or links , if I open the record of that related list those a,b buttons are visible . This video shows how to open their Personal Set I am thinking about adding related list quick links to my account page. The links show the number of records per list and are hoverable. Edit the page layout and add the field as a related list. true The Related List is kind of awful in my opinion. Jul 17, 2024 · Read about the importance of Salesforce's related lists for enhancing data organization, improving user experience, and streamlining workflow management. In the related list on accounts details page I can edit and view a record (like with every related list). However, you can use a custom button on the related list. Account Use a three-column layout so there's more chance of the Related list Quick link component not showing all entries - we want to trigger the 'Show All' link to appear with the incorrect total count: View one of the stock Account records in the org Aug 29, 2016 · However, I also need to override the del link in the related list in order to prevent users that don't have custom permission to delete activities. Tried restarting, cleared cashe and cookies. Becoming a part of the growing ‘dynamic’ trend of tools released by Salesforce in the past few years, Dynamic Related Lists (DRLs) display a filtered look of a list of records associatedwith an object. Salesforce Classic displays related records in lists that appear at the bottom of the page. Quick Links is nice, but not all the sales people like hovering. Instead of tediously navigating through individual records, mass quick actions allow you to make updates swiftly, saving you time and effort. Account Use a three-column layout so there's more chance of the Related list Quick link component not showing all entries - we want to trigger the 'Show All' link to appear with the incorrect total count: View one of the stock Account records in the org The Component Library is the Lightning components developer reference. New comments cannot be posted and votes cannot May 22, 2019 · Users can also customize the quick link order in their personal settings. Some related lists let you perform common tasks for the related object, like create records or attach files. I thought that I could manage it from "Customize My Page". Any thoughts on how to change it? Oct 29, 2014 · 0 You might have to remove the Edit access at the object level for that user. Thank you! With mass quick actions on a related list, users can create or update related records in bulk without leaving the page. Like go to Edit Page -> Account Layout which is applicable for the current User/RT (you can see the name of the assigned layout on flexi page) -> go to Layout -> click on Related list -> and configure the fields to be displayed under quick links related list here. The good news is that this is DOABLE PER USER! RELATED LIST QUICK LINKS: This option collects all the objects in one place with a hyperlink to a list view of all the related records on that object. How can I change layout of Related List Quick Links Jul 20, 2018 · 1 You can actually use a standard component for this purpose: Related List Quick Links, refer below: Adding this to a page will look like something as below, the experience may not be exactly the same as in Classic because of the different UX as clicking on the links will take you actually to the object itself instead of staying on the detail page. patreon. Only your administrator can remove or change these filters. However there's a gap - there's no way to add these to the Related List Quick Links component. these buttons are visible in classic mode. Individual users can customize their view of the Related Lists for each Object using their Personal Settings. You can display some lists in the Tab section and some in the Side Bar such as Activities. May 7, 2020 · We have removed the standard new and edit buttons from the page layout. Work with Related Lists on Records in Salesforce Classic On Salesforce records, links and details for associated records are grouped within related lists. Users can hover over the object name and see a list of the related records, and the total number of related records is off to the right of the object name. I have also created on this Junction Object a Record Quick Action for a custom LWC. Account Use a three-column layout so there's more chance of the Related list Quick link component not showing all entries - we want to trigger the 'Show All' link to appear with the incorrect total count: View one of the stock Account records in the org A quick video about Related List Quick Links functionality in salesforce Jul 20, 2018 · Opportunity have a related list some x object , and having buttons a,b. Mar 24, 2020 · I need to remove or replace a field from an Object lookup in Related List Quick Links section like below This section doesn't let us customize the fields like "Select Fields to Display". Sep 25, 2024 · Would there be any way to create a related list quick link that would work like the standard ones for the standard related lists, where the user could hover over the link to see the first few records, then click on to go to the main related list? Jan 25, 2021 · Create/edit a Lightning page for an object with many out-of-the-box related lists, e. . They will disappear from the related list. Because of the newer Lightning Activity Timeline component, the "Open Activities"and "Activity History" related lists for other objects such as Accounts, Contacts, Contracts In this video, I give an overview on what a related list is in Salesforce and steps on how to add/remove/reorder them via the Setup Menu. It takes up a bunch of room and it's messy looking. This article looks at what DRLs are, how to use them, use cases, and some things to note before Dec 9, 2019 · Fields are coming from the same page layout related list fields configurations. 0 I created a custom object which is related to accounts by a master-detail relation. If we see the Salesforce classic related list it provides a rich data view than the Lightning experience default (Basic List) related list. How do I go about adding custom object information to the popup that displays when I hover over a related list quick link for a contact? Archived post. In Lightning Experience, when users view standard Lightning pages for the Case or Asset object's records, the "Open Activities" and "Activity History" related lists and related list quick links are available by default. I hope this video makes it incredibly easy for yo Nov 23, 2020 · Records in Salesforce include details and links to other related records. Is there a way to override or remove the del link option from the action column in the related list or I really need to create a VF page to prevent the deletion? Suggestions? Nov 27, 2023 · The Power of Mass Quick Actions on Related Lists in Salesforce Imagine you have a bunch of related records to update or tasks to complete. This video shows how you (Salesforce Admin) can use the App Builder Oct 28, 2020 · We are familiar with salesforce classic, but after transitioning to lightning we missed some feature. You can configure a mass quick action on related lists for any related object that supports quick actions. RECOMMENDATION: Replace all Related Lists components with the Related List Quick Links component. Salesforce Help Loading Sorry to interrupt CSS Error Refresh My problem is that only the record name is displayed, and not any additional information related to the custom object, like the time or location. Then on the left of the screen you will see some options, select page layouts. If there’s a related list that should be easily accessible to users, you can add a Related List – Single component. They help us better understand how our websites are used, so we can tailor content for you If you are new to Lightning it may not be obvious how you go about adding a Related List to a Page Layout. To add columns to a Related List to be used as quick filter options later, perform the following: 1) Open the Page Layout of the source object's record in Object Manager and select Related Lists. Salesforce Help Loading Sorry to interrupt CSS Error Refresh Mar 18, 2025 · Big Idea or Enduring Question: How to add or remove columns that show up in enhanced related lists? We often come across the requirement to add or remove fields to enhanced related list in lightning experience. From what I have read there is no way to remove the 'edit' link and visualforce may be my best way to override this. When I view the record by clicking its name, on the record detail page there is no link or button which returns to the account page. The object for this Related List is a Junction Object between Case and a Custom Object ( lets call it junction__c). Thank you! If we have a related list object and we are trying to prepopulate the object of the related list, we would make a quick action and remove the "New" button. Can someone shed some light please. Jan 6, 2015 · 1 Remove Edit and Delete privileges on that related object from the profile. Apr 6, 2018 · The Related List Quick Link Component feature is AMAZING and won't even be an option in future Salesforce Lightning releases. Jul 21, 2025 · Salesforce Dynamic Related Lists allow you to create custom related lists - filtered to dynamically display when particular criteria are met. Here is a link to a similar thread and question on Trailblazer Community. In this video, I'm going to show you how to add related list quick links in Salesforce. Contribute to tee-oh/lwc-custom-related-list-quick-links development by creating an account on GitHub. Jan 14, 2016 · I have some users who are not able to see the related list links on the top of the page. For example, Add Next Step field on opportunities related list that shows up under Jun 4, 2022 · With Summer’22 release, Now you can customize related lists directly from the Lightning App Builder instead of the page layout editor with the new Dynamic Related List in Salesforce. See: Save Time with Mass Quick Actions on Related Lists Use the power of quick actions on related lists, now generally available, to help your users create and update related records with ease. With just a few clicks, you can choose which fields are added or removed from the list. The Quick Links component only includes the related lists that are displayed in the page layout editor currently. The quick action or custom button must be defined for the object contained in the related list. The Related List OOTB component shows 4 records by default and throws in a 'View All' button to view others on demand. I am thinking about adding related list quick links to my account page. g. Hiding certain related list quick links? Question for the group I've got some unusual links between data that is needed for things to function properly but they're never going to get clicked on by an end user. Related Lists Quick Links Hover Over Feature Not Showing We have a user who is unable to get the Related Lists Quick Links to drop down when she hovers over them. Find Contact in the List. From the apex I am returning the list of B related record but how can I display it like a related list quick link on LWC? Any idead how to do this? Please help on this.

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