Introduction

Salesforce is a powerful CRM platform that allows users to customize their experience to meet specific business needs. One useful customization is exposing a list view on the record detail screen. This article provides a step-by-step guide on how to achieve this customization in Salesforce.

Benefits of Exposing List View

Exposing a list view on the record detail screen can enhance user productivity by providing quick access to related records. Some benefits include:

• Improved Navigation: Easily navigate between related records without leaving the detail screen.
• Better Data Visibility: View related records in a single glance, improving data visibility and decision-making.
• Enhanced User Experience: Streamline workflows and reduce the number of clicks required to access information.

Step-by-Step Guide

1. Create a Custom Lightning Component:

   • Navigate to the Salesforce Developer Console.
   • Create a new Lightning Component and name it (e.g., 'RelatedListView').
   • Use the following code to create the component:

     <aura:component implements="force:hasRecordId,flexipage:availableForRecordHome,force:appHostable" access="global">
         <aura:attribute name="recordId" type="String"/>
         <force:relatedList listName="RelatedList" parentRecordId="{!v.recordId}"/>
     </aura:component>
     

2. Add the Component to the Record Page:

   • Navigate to the Lightning App Builder.
   • Open the record page you want to customize.
   • Drag and drop the custom Lightning Component (e.g., 'RelatedListView') onto the page layout.
   • Save and activate the changes.

3. Configure the List View:

   • Navigate to the object manager and select the object you want to customize.
   • Create or modify the list view to include the desired fields and filters.
   • Ensure the list view is accessible to the users who need it.

Conclusion

Exposing a list view on the record detail screen in Salesforce can significantly enhance user productivity and data visibility. By following the steps outlined in this article, you can customize your Salesforce experience to meet your specific business needs. Experiment with different configurations to find the best setup for your organization.

Happy customizing!