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

Поділитися
Вставка
  • Опубліковано 9 лип 2024
  • 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.
    __________
    Say hi on social:
    LinkedIn: / farahcharania
    Twitter: / signiforce

КОМЕНТАРІ • 25

  • @manvirbal8246
    @manvirbal8246 3 роки тому +1

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

    • @signiforce
      @signiforce  3 роки тому

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

  • @sreenivasamadenahall
    @sreenivasamadenahall 3 роки тому +1

    Beautifully explained, thank you!

    • @signiforce
      @signiforce  3 роки тому

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

  • @MariuCicciu
    @MariuCicciu 2 роки тому

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

    • @signiforce
      @signiforce  2 роки тому

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

  • @nimmasoda
    @nimmasoda 2 роки тому

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

    • @signiforce
      @signiforce  2 роки тому

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

  • @gunjansr83
    @gunjansr83 4 роки тому

    Very nice, thanks for sharing.

    • @signiforce
      @signiforce  4 роки тому

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

  • @KumarNaveennaveen
    @KumarNaveennaveen 4 роки тому

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

    • @signiforce
      @signiforce  4 роки тому +1

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

    • @KumarNaveennaveen
      @KumarNaveennaveen 4 роки тому

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

  • @akshaynair910
    @akshaynair910 4 місяці тому

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

  • @bommanasrinu421
    @bommanasrinu421 4 роки тому

    Useful information thanks

    • @signiforce
      @signiforce  4 роки тому

      Thank you! So glad you found it useful!

  • @markcarbonaro70
    @markcarbonaro70 4 роки тому +2

    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
      @signiforce  4 роки тому

      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
    @carlomarfformarejo3695 3 роки тому +1

    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
      @signiforce  3 роки тому +1

      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

  • @DJReeactOfficial
    @DJReeactOfficial 6 місяців тому

    Was addresses an object?

  • @pskarasi
    @pskarasi 2 роки тому

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

  • @sainathnagavkar2176
    @sainathnagavkar2176 2 роки тому

    Can we add section in this related list tabs?

  • @dheeraj.vpoojari7696
    @dheeraj.vpoojari7696 2 роки тому +1

    How do i change language for this tab label

    • @signiforce
      @signiforce  2 роки тому

      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