Displaying Record Information

How to Bring Other Objects and Data into Salesforce Records

Overview

This document provides instructions on how to bring other objects and data into Salesforce records using related records and an update action. This method can be used to display information from related objects on a record without creating new custom fields.

Prerequisites

• Access to a Salesforce organization with Lightning enabled.

• An understanding of how to create related records and update actions.

Step-by-Step Instructions

1. Navigate to the record you want to add the related record to.

2. Click the Edit button.

3. In the Related Records section, click the New button.

4. Select the object you want to relate to the record.

5. Enter the necessary information for the related record.

6. Select the Update Action you want to use.

7. Click the Save button.

8. The related record will now be displayed on the record.

Example

In this example, we will add the account information to an opportunity record.

1. Navigate to the opportunity record you want to add the account information to.

2. Click the Edit button.

3. In the Related Records section, click the New button.

4. Select the Account object.

5. Enter the account name and other relevant information.

6. Select the Update Account action.

7. Click the Save button.

8. The account information will now be displayed on the opportunity record.

Considerations

• The related record will only be displayed on the record if the user has permission to view the related object.

• The update action will only be executed if the user has permission to edit the related object.

• This method can be used to bring other objects and data into records, such as contacts, leads, and custom objects.

Troubleshooting

If the related record is not displayed on the record, check the following:

• The user has permission to view the related object.

• The related record has been saved.

• The related record is not hidden by a page layout or field-level security.

If the update action is not executed, check the following:

• The user has permission to edit the related object.

• The update action is active.

• The update action is not hidden by a page layout or field-level security.