App Tutorial

Customize Salesforce Lightning Related Lists in Steps

Jason Gong
App automation expert
Apps used
April 20, 2024

To add columns to a related list in Salesforce Lightning, access the record page, navigate to 'Setup', select 'Edit Page', and use the Lightning App Builder to customize your related list. This customization enhances data management and user experience by allowing more relevant information to be displayed directly on a record's page.

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How to Add Columns to Related List in Salesforce Lightning

Customizing the Salesforce Lightning interface to suit your business needs is crucial for efficient data management and user experience. One common customization is adding columns to related lists. This allows users to view more relevant information directly from a record's page without navigating away. The process involves a few steps, which can significantly enhance the way you interact with Salesforce data.

Streamline your Salesforce customization with Salesforce Lightning automation using Bardeen. Say goodbye to manual adjustments and hello to efficiency.

Customize Related List Salesforce Lightning

To customize a related list in Salesforce Lightning, you need to have the 'Customize Application' permission. Start by navigating to the specific record page where you want to add columns to a related list. For instance, if you wish to add a column to the Opportunities related list under an Account, you would open an Account record. Then, proceed to 'Setup' and select 'Edit Page' to enter the Lightning App Builder.

Within the Lightning App Builder, click on the 'Related' tab to access the related lists. Choose the related list you wish to customize by clicking on the wrench icon. This action opens a dialog where you can add or remove fields by moving them between the 'Available Fields' and 'Selected Fields' panels. You can also adjust the order of the fields as needed. After making your changes, click 'OK' to close the dialog, then save your layout and the Lightning Record Page to apply the updates.

Salesforce Lightning Customize Tabs

While customizing related lists, you might also find the need to customize tabs within Salesforce Lightning. This can be done through the App Manager by editing the app's properties and navigating to the 'Navigation Items' section. Here, you can add, remove, or reorder tabs to better align with your business processes. This level of customization ensures that users have quick access to the most relevant information and tools.

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Inline Edit Related List Salesforce Lightning

Enhancing user productivity can also be achieved by enabling inline editing for related lists. This feature allows users to make quick edits to records directly from the related list view without opening each record individually. To enable inline editing, ensure that the related list is set to the 'Enhanced List' type in the Lightning App Builder. This setting can be found in the properties pane of the related list component. However, it's important to note that not all related lists support inline editing due to limitations on certain field types and Salesforce objects.

Remember, you can include up to 10 fields per related list, and to display more than four fields in Lightning Experience, you must choose 'Enhanced List' as the related list type. Customizing the History related list may not be possible because it links to data stored elsewhere. By following these guidelines, you can effectively customize your Salesforce Lightning environment to better suit your organization's needs.

For more Salesforce shortcuts and automations, visit Bardeen's Salesforce integrations.

Automate Salesforce with Bardeen for Enhanced Efficiency

Adding columns to related lists in Salesforce Lightning can be done manually following the steps above or streamlined with automation using Bardeen. Automating Salesforce tasks not only saves time but also reduces the risk of manual errors, ensuring that your Salesforce data remains accurate and up-to-date. With Bardeen, you can automate various Salesforce operations, enhancing your CRM management efficiency.

Explore the potential of automating Salesforce tasks with these examples:

  1. Add New Salesforce Lead from Google Sheets Row: Automatically create a new lead in Salesforce whenever a new row is added to a specified Google Sheet, streamlining your lead management process.
  2. Sync Salesforce Tasks to a Google Sheet: Keep your sales tasks organized by automatically syncing them to a Google Sheet, providing an easy-to-access overview for your team.
  3. Qualify Companies from Google Sheets and Save to Salesforce: Enhance your lead qualification process by automatically qualifying companies listed in a Google Sheet and saving their enriched information to Salesforce.

These automations help optimize your Salesforce experience, allowing you to focus on more strategic tasks. Start enhancing your CRM workflow by downloading the Bardeen app.

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