Break up Salesforce Related Lists into Tabs | Salesforce Lightning Page Layouts

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Күн бұрын

The default Salesforce Lightning page layout creates one Related tab with all the related lists associated with the page layout. Although this is totally ok, you can exponentially increase user experience and adoption by breaking up Salesforce Related Lists into descriptive tabs.
In this video I will show you how to update your Salesforce Lightning page layout and break up your Salesforce Related Lists into tabs. You will also learn how to edit your page in the Salesforce Lightning App Builder.
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Say hi on social:
LinkedIn: / farahcharania
Twitter: / signiforce

Пікірлер: 25

@manvirbal8246 3 жыл бұрын

Great video. Very well paced, clear and easy to follow.

@signiforce 3 жыл бұрын

Thanks Manny for the feedback. I am so glad you found the video helpful! - Farah

@sreenivasamadenahall 3 жыл бұрын

Beautifully explained, thank you!

@signiforce 3 жыл бұрын

Thanks Sreenivasa for the feedback! So glad you found it helpful! - Farah

@MariuCicciu 2 жыл бұрын

Perfect and exactly what I needed, Thank you!! :)

@signiforce 2 жыл бұрын

Thanks Maria! Glad you found the tutorial helpful! - Farah

@nimmasoda 2 жыл бұрын

Thankyou this is very helpful. Your explanation is very clear. Please make more content.

@signiforce 2 жыл бұрын

Thanks Ramesh, so glad you found it helpful! Planning to make more content soon! - Farah

@gunjansr83 4 жыл бұрын

Very nice, thanks for sharing.

@signiforce 4 жыл бұрын

Thanks for the comment. So glad you found the video helpful! -Farah

@KumarNaveennaveen 4 жыл бұрын

Thanks a lot for this valuable information. Awesome work 👏🙌

@signiforce 4 жыл бұрын

Thanks Kumar for the feedback and thanks for subscribing! I’m so glad you found it helpful! -Farah

@KumarNaveennaveen 4 жыл бұрын

@@signiforce it's my great pleasure meeting you Farah

@bommanasrinu421 4 жыл бұрын

Useful information thanks

@signiforce 4 жыл бұрын

Thank you! So glad you found it useful!

@markcarbonaro70 4 жыл бұрын

This is great! Would you also happen to know how to change which columns appear in the Related Lists? For example, in the Donations tab, you've displayed the Opportunities related list, which shows the columns of Name, Stage, Amount, and Closed Date. How would you go about displaying different/additional columns?

@signiforce 4 жыл бұрын

Hi Mark, so glad you found the video helpful! To update the columns in the related lists, you need to edit the page layout for that particular page. Here's the documentation on how to do that: help.salesforce.com/articleView?id=customizing_related_lists.htm&type=5. Let me know if you need additional help!

@carlomarfformarejo3695 3 жыл бұрын

This is great. Thank you a lot for your help. One quick question can we add a kanban under each Related list of the tab we can customize? So that we can easily drag or monitor if ever. Thanks

@signiforce 3 жыл бұрын

Thanks Carlomar, I am so glad you found the tutorial helpful! I believe the out of the box Kanban feature is only available in List Views. So you will need to go to the tab for the related object and use a Kanban there. Hope this helps! -Farah

@akshaynair910 5 ай бұрын

My development team took 1 week for developing a similar development which can be done in 10 minutes like you have shown

@sainathnagavkar2176 2 жыл бұрын

Can we add section in this related list tabs?

@pskarasi 2 жыл бұрын

Can you let us know what is the maximum limit of Tabs that we can add using this method?

@DJReeactOfficial 6 ай бұрын

Was addresses an object?

@dheeraj.vpoojari7696 3 жыл бұрын

How do i change language for this tab label

@signiforce 2 жыл бұрын

Hi Dheeraj, that is a really good question. This was delivered in Spring 21. You will need to use custom labels to do the translation. The info and example is in the release notes here: help.salesforce.com/s/articleView?id=release-notes.rn_forcecom_lab_expressions_in_comp_labels.htm&type=5&release=230 Hope this helps! - Farah