In this article, you will learn how to add a "Related Record" component to your lightning record page and how to modify it. This is often used to see data from one object on another related object.
For Example, if a user would like to see contact information on their property record, they could add this card to their property record and display fields from the contact.
To edit the Related Record component on a Lightning Record Page in Salesforce, follow these steps:
1. Navigate to the Lightning Record Page:
In Salesforce, go to the page where the related record card resides and click Setup> Edit Page.
2. Access the Related Record Component:
Once in the Lightning App Builder, you’ll be able to see the layout of the record page. The Related Record component may already be present on the page, usually on the right hand side of the page.
If you can't find it, look for the Related Record component in the component panel on the left side. You can drag and drop it onto the page if it's not already present.
3. Edit the Related Record Component:
Click on the Related Record component on the page layout. Once selected, you’ll see the Properties pane on the right side of the screen.
In the Properties pane, you can configure settings such as:
Actions: What "Update" & "Create" actions this card is utilizing
Filters: Set filters to limit the related records shown.
Buttons/Links: Control which actions or buttons appear (e.g., New, Edit, or View related records).
4. Save and Activate the Page:
After making your changes, click Save.
To make the changes live, click Activate or Save button to choose the app, record types, or profiles where the page should be used.
5. Preview the Changes:
Once the page is saved and activated, navigate to a record of the type you edited the page for. You should be able to see the updated Related Record component in action.
This allows you to customize the Related Record component to show specific related records or adjust its functionality based on the needs of your users.
For Visual Learners