How To Create A Related List In Salesforce

How To Create A Related List In Salesforce

1. Log In to Salesforce: Access your Salesforce account.
2. Navigate to Object Manager: Click on the gear icon and select "Object Manager."
3. Select the Parent Object: Choose the object where you want to add the related list.
4. Go to Page Layouts: Click on "Page Layouts" in the left sidebar.
5. Edit the Layout: Select the layout you want to modify and click "Edit."
6. Find Related Lists Section: Scroll down to the "Related Lists" section in the layout editor.
7. Add Related List: Drag and drop the desired related list from the palette to the related lists section.
8. Configure Related List: Click on the wrench icon to customize the fields displayed.
9. Save Changes: Click "Save" to apply your changes to the layout.
10. Test the Related List: Go to a record of the parent object to see the new related list in action.