How do I provide access to a related list in Salesforce?

*If ‘Enable Improved Setup User Interface’ is Enabled on User Interface. 1) Click your Name. 3) Display & Layout….Lightning:

Table of Contents

Click the User Icon.
Settings.
Display & Layout.
Customize My Pages.
Select the object.
Customize My Pages.
Add the related list.

How do I add a related list in Salesforce user object?

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 do I enable enhanced related list in Salesforce?

Steps to add Enhanced related list in lightning experience:

Go To | Record detail page | Click on setup | Edit Page.
Drag the related list from the left sidebar in Related tab.
Now change the Related List Type to “Enhanced List”.

How do I add a related list in page layout in Salesforce?

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

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

How do you add a related list to a lightning page?

Click Page Layouts. Click the page layout you want to customize. In the list of available items in the left pane, click Related Lists. Drag Files to the Related Lists section and click Save.

How do I add a related list to a lightning page in Salesforce?

What is a 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.

Can we customize 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.

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.

Can we create related list in Salesforce?

To add a related list, in the palette, click Related Lists. Drag a related list from the palette and drop it in the Related Lists section of the layout. ) in the related list header. See Customize Related Lists in Salesforce Help for more information.