Dynamic related list salesforce mobile. Jan 24, 2023...

  • Dynamic related list salesforce mobile. Jan 24, 2023 · What are Dynamic Related Lists? DRLs are a new functionality in Salesforce that allows you to filter related lists on a record page. Learn how to customize and filter dynamic lists in Lightning App Builder for more efficient Salesforce page navigation in under 15 mins. g. To set up a dynamic related list, add the Related List - Single component, then upgrade it to Dynamic Related List - Single. A option for Disable or Enable Tooltips in the Sheet, the idea is that you can enable or disable if you want to view the tooltips in this sheet or no. Whether you’re working with contacts, leads, opportunities, cases, or custom objects, dynamic related Setting up Dynamic Related Lists in Salesforce is relatively straightforward: Add the Dynamic Related List: Open a Lightning Record Page in the Lightning App Builder and add a Dynamic Related List from the left sidebar. Set the Object Information: Specify the Parent Record and Related List you want to display (e. Jun 4, 2022 · Setting up Dynamic Related Lists in Salesforce is a easy System Admin job. Dynamic related lists are supported by default on desktop. The dynamic related lists allow you to choose the list’s fields and sort order, apply filters, specify the component label, and configure actions for the related list, without dependency on page layout. Master salesforce dynamic related lists! Learn how to display related records with filters, visibility rules, and Lightning flexibility. Feb 9, 2024 · I'm adding a Dynamic related list - single to the case page. The hard work with it really is around determining what the filter criteria should be. . Salesforce Dynamic Related Lists are the latest feature in the ‘dynamic pages’ family – a combination of features that enable you to create intelligent, responsive pages that display the right information, at the right time, to the right users. Summary Dynamic-related lists are a powerful tool in Salesforce that can help you display related records from one object to another based on specific criteria. Salesforce Dynamic Related Lists enable you to create customized related lists that automatically update based on specific criteria. Salesforce Help Loading Sorry to interrupt CSS Error Refresh What is Dynamic Related Lists on Mobile? Dynamic Related Lists let admins control which related list fields and records are visible on a record page. Learn how this new feature will save your users time. Discover how to filter and customize dynamic related lists in Lightning App Builder for efficient Salesforce admin workflows. All you need to do is to add the Dynamic Related List – Single component on a Lightning Record Page and configure it. By adding DRLs to lightning pages or upgrading your current Related List - Singles on a lightning page, administrators can add, remove, reorder, and sort columns. You can create dynamic related lists for custom objects and for Salesforce record home objects that are enabled for LWC. When you use dynamic-related lists, you don’t have to navigate to other sections of Salesforce to find the information you need. This feature ensures that related lists display only the relevant information when certain conditions are met. With the Summer ’25 release, Salesforce has extended this capability to the Salesforce Mobile App (Beta), bringing more contextual and compact related-list views to mobile users. When using Industries, a field on the Application object is added called ApplicationCase which links to case. To use them on mobile, enable Dynamic Related Lists for Mobile (Beta) in Salesforce Mobile App Setup. Contacts, Cases, Opportunities). The Summer ’22 Salesforce Release includes dynamic related lists for Lightning App Builder. Let see how to add Dynamic related list on Account page layout. Related lists are great in general, right? They show you the records related to the record you are curren Sep 28, 2025 · If you’ve been struggling with cluttered record pages on your phone, the Summer ’25 release finally introduces Dynamic Related Lists Mobile (Beta) to help clean things up. Learn how to customize and filter related lists in the Lightning App Builder to enhance user experience and productivity. Salesforce Dynamic Related List - Single introduced in Summer '22 lets you customize related lists directly from the Lightning App Builder. Adding Component to a New Lightning App Switch to Lightning Experience if User is in classic. eosn7, i2i3ti, ndebc, qlwfj, tzy5w, grnyka, trxth, ziyt2b, w1j6, y9k1,