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Related List

Core CRM🟡 Intermediate

Definition

A section on a Salesforce record page that displays records from a related object linked through a lookup or master-detail relationship, such as Contacts on an Account or Cases on a Contact.

Real-World Example

a business analyst at Clearwater Inc. recently implemented Related List to improve how the organization tracks relationships and interactions. By setting up Related List properly, the team gains better visibility into their customer base, which leads to more informed decisions and stronger customer relationships across the board.

Why Related List Matters

A Related List is a section on a Salesforce record page that displays records from a related object linked through a lookup or master-detail relationship, such as Contacts on an Account or Cases on a Contact. Related lists provide context for the parent record by showing its children, enabling users to see and navigate to related data without leaving the current record page.

Related lists are foundational to Salesforce's relational data model. Without them, users would have to search for related records separately; with them, related data is right on the record page where it's needed. Mature orgs configure related lists thoughtfully, with appropriate field columns, sort order, and filters to surface the most useful related data for each context. In Lightning Experience, the Related List Single component provides more control over individual related lists.

How Organizations Use Related List

  • BrightEdge SolutionsConfigures related lists on record pages with the fields users actually need, not just the defaults.
  • NovaScaleUses Related List Single component in Lightning to provide dedicated configuration per related list.
  • Cobalt VenturesTreats related list configuration as part of record page UX design.

🧠 Test Your Knowledge

1. What is a Related List?

2. How are related records linked?

3. What improves related list configuration in Lightning?

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