Dynamic Related List in Salesforce : Amit Chaudhary

Dynamic Related List in Salesforce
by: Amit Chaudhary
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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. With Dynamic Form and Dynamic Action and Now Dynamic Related list in Salesforce adds game-changer features for its customers.

What Is Dynamic Related List in Salesforce?

Dynamic Related Lists is the newest feature in Summer’22 release. Means with the help of Dynamic Related Lists in Salesforce you can customize the related list directly in Lightning App Builder. With some customization you can decide what fields and actions appear on that related list, and when they appear.

Dynamic Related List – Single Feature

Dynamic Related List – Single component has the following features which differentiate it from the static related list component:

  1. Define Related List Label and type of list
  2. Configure Number of Records to Display 
  3. Show/hide List View Action Bar
  4. Define Related List Filters
  5. Configure Actions 
  6. Set Component Visibility

Let’s see how to configure Dynamic list in Salesforce.

Set Up Dynamic Related Lists

Setting up Dynamic Related Lists in Salesforce is a easy System Admin job. All you need to do is to add the Dynamic Related List – Single component on a Lightning Record Page and configure it. The hard work with it really is around determining what the filter criteria should be.

Add Dynamic Related Lists in Lightning App Builder

Let see how to add Dynamic related list on Account page layout.

  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.
Add Dynamic Related Lists in Lightning App Builder
  1. Once you added the Dynamic Related List – Single then you can confirm all below property.
Dynamic Related List in Salesforce
  1. Once done click save and Activate.

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The post Dynamic Related List in Salesforce appeared first on Apex Hours.

June 04, 2022 at 04:20PM
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