How do I edit a related record in Salesforce?

How do I edit a related record in Salesforce?

How to display details from a related record using a lightning page component in Salesforce

1. First, edit the lightning page layout by clicking on the setup gear in the upper right-hand corner and selecting Edit Page.
2. Add a related record component by dragging it from the component list to the page.

How do I edit a case field in Salesforce?

To make this change:

1. From Setup, click the Object Manager tab. Select Case, and open the Case Page Layouts setup page.
2. Select the page layout in which you want to move fields, and click Edit.
3. Similar to Salesforce Classic, drag Case Reason under Priority.
4. Click Save.

How do you edit a record page?

Edit Page Option Navigate to the record you want to change (this update will change all records with the object e.g. Billing.) Click the Gear icon and select Edit Page.

How do you display record Detail page in lightning component?

View Record Data with lightningrecordForm

1. In the Developer Console, create a new Aura component with the name BrokerCard.
2. Click the Lightning Record Page checkbox, then click Submit.
3. Add the following code to the component.
4. Save the file.
5. Click the Setup icon.

What are the standard lightning components in Salesforce?

Standard components are Lightning components built by Salesforce….The component shows these fields.

• Name — First and Last or Family name of a person.
• Email — Email addresses of a person.
• Phone — Phone numbers of a person, grouped by the Primary Phone Type: Home, Business, Fax, Mobile, Other.

What is case feed in Salesforce lightning?

In Salesforce Classic, they’re the icons in a feed that help you do things like post a message, send email, log a call, or change the status on a case. When you move to Service Cloud in Lightning Experience, you must re-create your favorite case feed publisher actions as quick actions.

How do you create a new related list?

Use the following steps to create a relationship record.

1. Click System Definition > Relationships.
2. Click New.
3. Specify the relationship record fields. Table 1. Relationship record fields. Field. Description. Name. Type the name of the related list.
4. Click Submit.

What is a related list?

Technically, items in a related list are records with a lookup or master-detail relationship to another record. More practically speaking, a related list is just a section of a record detail page that lists all the items related to that record.

How do you use record Edit form?

To enable record editing, pass in the ID of the record and the corresponding object API name to be edited. Specify the fields you want to include in the record edit layout using lightning:inputField . Include a lightning:button component with type=”submit” .

How do you edit a record in lightning component?

To edit a record using lightning:recordForm , provide the record ID and object API name. When you provide a record ID, view mode is the default mode of this component, which displays fields with edit icons. If you click an edit icon, all fields in the form become editable.

Can you edit related records on a main form?

This new feature provides a more streamlined experience when working with related information on a main form. For example, if you want to directly edit a primary contact’s information on an account form, you can easily do this with the new form component.

What are the fields in the record detail component?

If you are creating a new record and don’t select a list of fields, the component will include some system fields a required such as Created Date and Date Last Modified. This component responds to your Display Density settings (“Comfy”, “Compact”, etc…).

How to move case fields in Salesforce classic?

Select the page layout in which you want to move fields, and click Edit. Similar to Salesforce Classic, drag Case Reason under Priority. Click Save. Now when your agents look at case details, or create or edit a case record, Case Reason is under Priority to make their lives easier.

How to edit related table records in Excel?

For example, you can include related tables in read-only mode with a quick view form and create or edit a record using a main form in a dialog. Another way you can work with related table records is by adding a form component control to another table’s main form.