Salesforce Dynamic Related List. By following the steps in this guide, you can add dynamic re

By following the steps in this guide, you can add dynamic related lists to your Salesforce pages and improve the usability of your org. Learn to customize Salesforce record pages for enhanced user experience. The Spring ’23 Salesforce Release includes a crucial enhancement to dynamic related lists. 3) Select any fields to be added or removed in the Related List Properties menu. This component provides enhanced functionality beyond the standard related list, includin The Component Library is the Lightning components developer reference. I have also created on this Junction Object a Record Quick Action for a custom LWC. With dynamic related lists, you can add flexibility and control to related lists on your record pages. Dynamic Related List – Single – Now, that’s a relatively new Salesforce feature. Related lists are great in general, right? They show you the records related to the record you are curren Jun 4, 2022 · 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. At the same time, these linked lists are You can customize the buttons, columns displayed, column order, and record sort order of related lists on record detail pages in Salesforce and the Salesf Aug 15, 2022 · I created a new dynamic related list - single as it satisfies my requirements which includes renaming my related list and filtering/showing only specific records. Enhance user experience & data organization in Salesforce. Learn to manage Salesforce Lightning pages, utilize Lightning App Builder, and configure page layouts for optimized record detail fields. Dec 22, 2023 · Learn how to create and manage Salesforce Related Lists with our easy guide. As you may have noticed, new Salesforce features related to the user interface often have names that include Dynamic. We would like to show you a description here but the site won’t allow us. With some related lists, you can perform common tasks for the related object, li Oct 22, 2023 · Salesforce Dynamic Related Lists enable you to create customized related lists that automatically update based on specific criteria. Whether you’re working with contacts, leads, opportunities, cases, or custom objects, dynamic related Dec 9, 2024 · Building a Dynamic Related List with Search, Sort and Inline Editing in Salesforce Salesforce’s standard related lists can be limiting for developers and admins seeking advanced functionality like search, sorting, and inline editing. parentId = '[id]' Situation: Your users want to see only open opportunities as related list within an account view Solution: Use DynamicRelatedList component to display records of Opportunity object and set Filter condition as accountId = '[id]' and isclosed = false Learn how to customize and filter dynamic lists in Lightning App Builder for more efficient Salesforce page navigation in under 15 mins. In this video, I explained what is dynamic related list and how to configure it in lightning record page. FEATURES OF DYNAMIC RELATED LIST: ‪@SalesforceAIChampions‬ #salesforceadmin #salesforce Dynamic Filtering – Apply filters to display only relevant related records based on field values (e. Everyone can learn Salesforce. This article looks at what DRLs are, how to use them, use cases, and some things to note before Learn how to customize and filter dynamic lists in Lightning App Builder for more efficient Salesforce page navigation in under 15 mins. However there's a gap - there's no way to add these to the Related List Quick Links component. 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. Sep 28, 2025 · What changed With the Summer ’25 release, Dynamic Related Lists (Beta) are now available in the Salesforce mobile app. Jan 9, 2026 · Salesforce today introduced the Spring ’26 Release, bringing powerful new AI, data, and automation capabilities to the customer experience starting Feb 9, 2023 · 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. I added this dynamic related list to the page layout in salesforce from LAB but dont know how to it on community builder. Learn to build mobile and enterprise apps in the cloud on Salesforce. For example, In a Household, a financial advisor will look into related financial accounts to determine customers' investment details. Feb 9, 2023 · 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. You select the product eg a pullover and you g May 26, 2022 · 那么功能先一睹为快。 有两个方式可以创建 Dynamic Related List，一个是之前 lightning app builder中的 related list - single，我们可以进行 upgrade，一个是我们直接选择 Dynamic Related List - Single component。 Discover how to filter and customize dynamic related lists in Lightning App Builder for efficient Salesforce admin workflows. We desperately need the capability to be supported for mobile as well. You can configure a mass quick action on related lists for any related object that supports quick actions. Learn more here. Learn how this new feature will save your users time. Project: Upgrade to Dynamic Related Lists ( Challenge 2 )Customize and filter related lists directly from the Lightning App Builder. Whether you’re working with contacts, leads, opportunities, cases, or custom objects, dynamic related Jan 24, 2023 · A new feature given to administrators in the Summer ‘22 release is Dynamic Related Lists. Users will now be able to view all records associated with a dynamic related list. Jul 21, 2022 · The long awaited Dynamic Related Lists are finally here from Salesforce and here’s our step-by-step guide to utilise them. Dynamic Forms allow users to modify the layout of a record detail page directly from the Lightning Page to create highly flexible and customizable page layouts without the need for custom code. As part of this, I created a new Tab tied to an action and put some Account fields and Dynamic Related Lists on the new tab. With some related lists, you can perform common tasks for the related object, li Dynamic related lists are a powerful tool that can be used to create custom views of data and provide users with easy access to related information. Unit-2: Customize Dynamic A flexible, feature-rich Lightning Web Component for displaying and managing related records in Salesforce. Salesforce allows us to configure these related lists via Lightning App Builder. Dynamic Related List Shows on Every Tab of Lightning Record Page I am working on a customized Account page for our Finance department. However, my custom actions do not Jun 24, 2024 · This blog will guide you through the process of building a reusable related list DataTable in Salesforce using Lightning Web Components (LWC). With dynamic related lists, you can add flexibility and control to related lists on your record pages. Learn how to customize and filter related lists in the Lightning App Builder to enhance user experience and productivity. Feb 3, 2024 · #swadhinshrivastav #trailhead #salesforce #swadhinAs of my last knowledge update in January 2022, Salesforce Dynamic Related Lists were not a standard featur Sep 26, 2015 · The problem occurs in the opportunity related list of a custom object. Rapidly develop apps with our responsive, reusable building blocks. g Learn how to customize and filter dynamic lists in Lightning App Builder for more efficient Salesforce page navigation in under 15 mins. Set Up a Mass Quick Action for Related Lists With mass quick actions on a related list, users can create or update related records in bulk without leaving the page. To help your users see the most relevant records, set up two or more dynamic related lists with different filters on the same object. To set up a dynamic related list, add the Related List - Single component, then upgrade it to Dynamic Related List - Single. Improve data organization and user experience If you need to change the related list name of a standard object on the layout - you can with Salesforce new Dynamic feature from 2021/2022. I've noticed there a number of other items missing from this as well. Oct 22, 2023 · Salesforce Dynamic Related Lists enable you to create customized related lists that automatically update based on specific criteria. Learn how to customize and filter dynamic lists in Lightning App Builder for more efficient Salesforce page navigation in under 15 mins. Users can get information when they are required. Add, customize, and filter related lists in the Lightning App Builder instead of in the page layout editor. Dec 6, 2025 · While not as flexible or dynamic as the new Dynamic Related List component, it ensures that users can still see Activities associated with the record. g Discover how to filter and customize dynamic related lists in Lightning App Builder for efficient Salesforce admin workflows. Why could this be? Salesforce Help Loading Sorry to interrupt CSS Error Refresh 4 days ago · If you’ve worked in customer support, you know the feeling: an agent logs into Salesforce, scans through related lists, clicks through attachments, frantically searches for key details and all of this before they can even begin helping the customer. This feature ensures that related lists display only the relevant information when certain conditions are met. Jul 29, 2024 · Dynamic related List: Increasing Productivity and User Satisfaction By leveraging Dynamic Related Lists, admins can significantly improve Salesforce usability for their teams: Reduced Time Spent Searching: Dynamic Related Lists minimize wasted time sifting through irrelevant data. Organize fields, sections and related lists effectively. May 26, 2022 · 那么功能先一睹为快。 有两个方式可以创建 Dynamic Related List，一个是之前 lightning app builder中的 related list - single，我们可以进行 upgrade，一个是我们直接选择 Dynamic Related List - Single component。 Ultimate Guide to Salesforce Dynamic Related Lists 動的フォーム、 動的アクション、 動的インタラクション、そして 動的関連リストが追加されました。 Salesforce 動的関連リストは、Lightning ページに新しいコンポーネント「動的関連リスト – 単一」を追加します。 We looked high and low but couldn't find that page. These filters play a crucial role in optimizing the relevance of information and improving the efficiency of users interacting with record detail pages. Jun 30, 2022 · With the Salesforce Summer'22 release, Related lists can now be customized straight from the Lightning App Builder rather than the page layout editor with Salesforce's new Dynamic Related List. Perplexity is a free AI-powered answer engine that provides accurate, trusted, and real-time answers to any question. Nov 20, 2023 · What is Dynamic Forms for Salesforce? Salesforce Dynamic Forms is a game-changer for enhancing Lightning record pages. I have create a custom picklist on the custom object with dynamic values. Salesforce Help Loading Sorry to interrupt CSS Error Refresh Jul 12, 2023 · On the Case record Page in App Builder, I have added a Dynamic Related List - Single to the page. Sep 30, 2025 · 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. The object for this Related List is a Junction Object between Case and a Custom Object ( lets call it junction__c). This guide explores everything you need to know about Dynamic Related Lists in Salesforce, including their benefits, setup, customization, and best practices. Access docs, tools, tutorials, and more on the Salesforce Developers website. Go Home Jun 8, 2022 · Dynamic Related Lists are a huge win for customizing our Lighting pages but its only available on desktop. Sep 7, 2022 · 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. Discover how to filter and customize dynamic related lists in Lightning App Builder for efficient Salesforce admin workflows. May 19, 2022 · The Summer ’22 Salesforce Release includes dynamic related lists for Lightning App Builder. Dynamic Related Lists solve this problem by providing a more flexible and customizable way to display related records based on specific conditions, user permissions, or record criteria. Add, customize, and filter related lists in the Lig Aug 31, 2022 · In my case, it wasn't a History object, but a standard 1:N Lookup relationship. Navigate to the Lightning Page Record by clicking Edit Page from gear icon - select Dynamic Related List - Single -> and then change the Label name to whatever you want Aug 8, 2022 · Also this dynamic related list - single is summer 2022 feature from salesforce. Jun 14, 2022 · Learn how to use dynamic related lists in Salesforce Lightning from the Salesforce Summer 22 release!👇 Want to learn more?☁️ SALESFORCE COURSES→ The Salesfo Jul 17, 2024 · Read about the importance of Salesforce's related lists for enhancing data organization, improving user experience, and streamlining workflow management. Mar 21, 2025 · Learn how to build a dynamic related list view in LWC with section-based filtering to enhance Salesforce UI. Log in to create a case, view open cases, and check your success plan details From getting started to realizing value to resolving issues, Salesforce Help has the support resources you need to achieve success now. Feb 9, 2024 · In the standard page layouts this means you can add a 'Applications' related list to the page layout, however when using a Dynamic related list on the Lightning page editor, the Application object is not selectable from the 'Related List' picklist. Jan 9, 2026 · Dynamic related list filters empower administrators to fine-tune the display of related records based on specific criteria, offering a more tailored and user-centric experience within Salesforce. Nov 6, 2025 · I was excited to use Dynamic Related List - Single on Lightning record pages, and straightaway implemented an example on Accounts. With Dynamic Form and Dynamic Action and Now Dynamic Related list in Salesforce adds game-changer features for its customers. Add, customize, and filter related lists in the Lig Learn how to customize and filter dynamic lists in Lightning App Builder for more efficient Salesforce page navigation in under 15 mins. Records in Salesforce include details and links to other related records. The Dynamic Related List requires the underlying non-Lightning Page Layout to contain a related list to that object. Supports standard user functionality such as creating and editing Activities. You can sort related lists by multiple columns for many standard objects and for some custom objects. Whether you are an admin, user, or developer, there is a trail for you. Module: Upgrade to Dynamic Related Lists ( Challenge 2 )Customize and filter related lists directly from the Lightning App Builder. Admins can enable them from Setup > Salesforce mobile app by toggling ‘Dynamic Forms and Dynamic Highlights Panel on Mobile’ and ‘Dynamic Related Lists for Mobile (Beta)’. You can use dynamic related list to filter/group th ×Sorry to interrupt CSS Error Feb 4, 2023 · This video explains how to add Single Dynamic Related List in Salesforce. When you use dynamic-related lists, you don’t have to navigate to other sections of Salesforce to find the information you need. Eg. If you want to filter the data shown in the related list, create a dynamic related list and add filter conditions. Apr 26, 2022 · Our Sales reps often use the related lists to get 360 views of the customer portfolio. For example, if you want to make sure only data related to a specific data space is displayed in the related list, add that filtering condition in the dynamic related list. 2) Choose a related list on which you want to add or modify filters and click on the wrench icon to open the Related List Properties menu. 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. Unit-1: Get Started with . Learn how to use dynamic related list filters in Salesforce to customize and optimize your data views efficiently. Becoming a part of the growing ‘dynamic’ trend of tools released by Salesforce in the past few years, Dynamic Related Lists (DRLs) display a filtered look of a list of records associatedwith an object. Place separate “Tasks” and “Events” related list components on the page if needed.

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