Display Dynamic Lists

How to Display Different Records from Different Objects Inside Your Salesforce Page

Overview

This guide provides instructions on how to use the Dynamic Related List feature in Salesforce to display records from different objects on a single page. This can be useful for creating custom views of data or for providing users with easy access to related information.

Prerequisites

• Access to a Salesforce org with the "Customize Application" permission

• Knowledge of the Salesforce object model and field names

Steps

1. Navigate to the Setup menu and select Object Manager.

2. Select the object that you want to add the dynamic related list to.

3. Click on the Fields & Relationships tab.

4. Under the Related Lists section, click New.

5. In the Related List Type field, select Dynamic Related List.

6. In the Related List Name field, enter a name for the related list.

7. In the Parent Object field, select the object that is related to the object you are adding the related list to.

8. In the Related Object field, select the object that you want to display records from.

9. In the Related List Label field, enter a label for the related list.

10. In the Related List Type field, select either List or Tile.

11. In the Number of Records to Display field, enter the number of records that you want to display in the related list.

12. In the Related List Fields section, select the fields that you want to display in the related list.

13. In the Sort By field, select the field that you want to sort the records by.

14. In the Sort Order field, select either Ascending or Descending.

15. In the Filter Criteria section, enter any filter criteria that you want to apply to the related list.

16. In the Component Visibility section, select the users or groups that you want to be able to see the related list.

17. Click Save.

Example

In this example, we will add a dynamic related list to the Opportunity object that displays the most recent 10 PCs for the Opportunity's account.

1. Navigate to the Setup menu and select Object Manager.

2. Select the Opportunity object.

3. Click on the Fields & Relationships tab.

4. Under the Related Lists section, click New.

5. In the Related List Type field, select Dynamic Related List.

6. In the Related List Name field, enter PCs.

7. In the Parent Object field, select Account.

8. In the Related Object field, select PC.

9. In the Related List Label field, enter PCs for Account.

10. In the Related List Type field, select List.

11. In the Number of Records to Display field, enter 10.

12. In the Related List Fields section, select the following fields:

    • PC Name

    • PC Stage

    • Start Date

    • End Date

13. In the Sort By field, select Start Date.

14. In the Sort Order field, select Descending.

15. Click Save.

After saving the dynamic related list, you will be able to see the most recent 10 PCs for the Opportunity's account on the Opportunity page.

Conclusion

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. By following the steps in this guide, you can add dynamic related lists to your Salesforce pages and improve the usability of your org.