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How to add custom button to related list in Salesforce?
- Create a List Custom button on child object.
- Go the parent object.
- Edit the page layout.
- Go to related list.
- Click ‘Settings’ icon.
- Select the button to be displayed.
- Click ‘Save’.
Related Records is a function that lists records which meet the condition specified, in the Record Details screen. You can display records from other app or the same app. You can click to jump to a datasource record when you want to see details of a related record.
Customize Related Lists
- Access the page layout editor.
- To edit a related list, double-click its tab.
- Select which fields to include in the related list, define the order in which the fields display, and select the record sort order.
- If desired, select other page layouts to apply your related list customizations to.
What is related record in Salesforce?
The Related Record List component shows, in a list, a single type of record related to a record. For example, if you’re looking at an account, you can see a related list of contacts for that account. Use the Related Record List component on a generic Related Record List page or on a custom page.
How to create a button that auto fills in field on a new record?
Even though you’ll be clicking the button on a contact record, the button itself lives on the object of the record that you are creating. So in this case, it’s an opportunity button. Navigate in Setup to Customize > Opportunities > Buttons, Links, and Actions. Click New Button or Link.
The _lkid parameter value is the recordid of the junction object relationship –essentially the parentId of the relation to the child (of the related List). This parameter populates the saveURL parameter. The xxxxxx value will vary based on Org and relationships but it is the id of the relationship name.
I would like to add a custom action/button which will make a call to lightning component or vf page. Go to Object Manager Tab available on Setup in Lightning Experience. Create a Custom Button on child record there in the related list. In a related list section, click on Related list Properties icon on the desire related object.
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