Salesforce dynamic related list not showing. May 31, 2023 · This is a...

Salesforce dynamic related list not showing. May 31, 2023 · This is a topic we commonly cover in the Developing Salesforce Lightning Web Components (SP-DEX602) class at Stony Point. I am not able to add filter based on order record type in Opportunity page Learn how to customize and filter dynamic lists in Lightning App Builder for more efficient Salesforce page navigation in under 15 mins. It has two lookup relationships to Contact standard object as shown below. The behavior is similar to having a field on the page layout, but setting the field level security to not visible. Once done, Save the page and activate it for the users you want. Customize Related Lists You can customize the buttons, columns displayed, column order, and record sort order of related lists on record detail pages in Salesforce and the Salesforce Customer Portal. Sep 28, 2025 · First, make sure Dynamic Forms and Dynamic Highlights Panel on Mobile is toggled on. Jan 3, 2025 · In the end, I want to be able to display a “licenses” related list on the contact record in the home org where the licenses list is populated from the external Salesforce org. When I try with the 'System Administrator' profile it shows up, but when I try with other profiles, Explore top LinkedIn content from members on a range of professional topics. That’s amazing Right!!! Steps to To see some additional helpful information, watch Troubleshooting Steps When Quick Action Does Not Appear. Users will now be able to view all records associated with a dynamic related list. the record in edit mode seems to be different. Child objects from Lookup Relationship or Master-Detail Relationship will show in the Parent object page layout. The simplest workaround is to use the standard Related List - Single component for Tasks and Events where you need to show Activities on a record page. You'll need to monitor the release notes to check when the Campaign object is LWC Now, search for dynamicRelatedList within right hand side component list and drag this component to desired place within the Page Now click on our Component then you will see some attributes in right side of the Page in App builder (please refer below image). Create a Related List Enrichment Add information from Data Cloud DMOs to record pages in your org, so you can show information and interactions from multiple systems, orgs, or business units in a related list. But for a different user with a different profile and role the New button does not s If an Object Related List (via a lookup relationship to another Object with a corresponding Related List) appears in Classic but not Lightning, review the Field Level Security of the Object with the missing Related List. I have a connection to SharePoint Online while using Indirect Lookup relationship to match external data with Accounts. Parent Object : Opportunity Child Object : Custom Object As an admin, I can see all the records. Today we will take you through how to make the Orders Related List visible to your users. Sep 20, 2023 · Tailored User Experience: Dynamic related lists provide a tailored user experience, showing precisely what each user needs based on their role and responsibilities. As part of this, I created a new Tab tied to an action and put some Account fields and Dynamic Related Lists on the new tab. Jun 13, 2023 · Discover how to effectively set up and utilize related lists in Salesforce with our comprehensive guide and expert tips! Learn how to customize and filter dynamic lists in Lightning App Builder for more efficient Salesforce page navigation in under 15 mins. You'll need to monitor the release notes to check when the Campaign object is LWC May 4, 2022 · And to make sure I am not making any incorrect assumptions, Dynamic Related Lists is the GA version of what the CMTD Enhanced Related List Salesforce Labs AppExchange package is? Dynamic Components vs. This is an expected behavior in Lightning. In the properties pane, click Add Action, and then select your quick action. And you help your users work faster by filtering dynamic related lists to show them only the records they need. These filters play a crucial role in optimizing the relevance of information and improving the efficiency of users interacting with record detail pages. So, just use it wisely. Discover how to utilize Dynamic Forms in Salesforce for flexible record pages, mobile compatibility, and optimized user experiences. Jun 5, 2023 · Hello, Hope all is well. Are you saying that Scale Quantity field is not populated on related list even if you have the lookup populated in edit mode on those records? The screenshot for records in the related list vs. I feel stumped here and I'm not sure what else to try. I've checked permissions high and low on the Profile, but everything looks to be the same. In the Opportunity detail page, my requirement is to show only related orders having record type A. Availability of the child Related List on the Parent Record is essential. Click Setup. Apr 6, 2021 · In addition, drag the “ Related List – Single ”, set the attribute to define underlying object Select the “ Opportunity ” in the related list. But then it's not really helpful because not all the Related Lists are showing up and are available for use. This means you can add two separate lists using the same object, filtered to show entirely different data sets, with data columns and sorting which is relevant to that data set. Below is a general troubleshooting list for a quick action (QA) that doesn't appear on record pages: Does the user have access to the object the QA is creating? If it's Log a Call - does the user have Access Activities permission? 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. Aug 15, 2022 · 5 I created a new dynamic related list - single as it satisfies my requirements which includes renaming my related list and filtering/showing only specific records. Mar 24, 2020 · Why is the Order related list not showing up on my Opportunity page layouts? This may seem like a simple thing to fix, you may be saying. Becoming a part of the growing ‘dynamic’ trend of tools released by Salesforce in the past few years, Dynamic Related Lists (DRLs) display a filtered look of a list of records associatedwith an object. Jun 1, 2014 · Salesforce: Related List not Visible to a User Related list in Salesforce is very useful and simple to use. Feb 9, 2024 · In the standard page layouts this means you can add a 'Applications' related list to the page layout, however when using a Dynamic related list on the Lightning page editor, the Application object is not selectable from the 'Related List' picklist. Any ideas as to what I am missing? Thanks. In an Opportunity record in Lightning Interface, the Cases Related List does not appear under Related List component though it is already added in the Page Layout Related List and is showing in Classic. Jan 9, 2026 · Dynamic Related Lists in Salesforce offer a flexible way to display related records on a record detail page based on specific criteria. Additionally, only emails linked via the related to field will show as related to the case. Then, look for the Dynamic Related Lists for Mobile (Beta) toggle and enable it. These lists provide a consolidated view of all related data, making it easier to manage and understand the relationships and Feb 9, 2023 · We don't have a target release for dynamic related lists on mobile at this point. For example, if you’re looking at a contact detail page, you can specify to see the cases related to that contact, without seeing all other types of related records. But in Page Layout I am unable to see the Contact object available in the Related List. Apparently, "Related List - Single" is not used too often with the Asset object, and Salesforce decided to hide it. Our planning is only for the coming year so this feature would be more than one year in the future. Learn how to use the Dynamic Related List component in Salesforce Lightning to filter and display related records the smart way. Solution: Showing a Related List based on User Profile in Lightning Experience Lightning App Builder gives you the option to show related list based on user profile without writing a single line of code. Navigate to the Lightning Page Record by clicking Edit Page from gear icon - select Dynamic Related List - Single -> and then change the Label name to whatever you want Dec 22, 2023 · A Salesforce Related List is a component that displays related records or data associated with a primary record. Jul 12, 2024 · Additionally on the Contact Record Page I have the standard Files related list Component which includes an "Add Files" button. Apr 12, 2023 · Explore how Salesforce Inspector can help you navigate complex instances to find the right information, make changes, and troubleshoot. Fields: Section inside the section was somehow not visible in the Mobile app So I had to create a separate tab (with visibility filter of only mobile) where I removed less wanted section. They help us better understand how our websites are used, so we can tailor content for you The 'Open Activities' and 'Activity History' related lists will be automatically removed from the standard Record Related List lightning component if the Default Activities View is set to Activity Timeline. If the action button in the related list appears in Salesforce Classic but not in Lightning Experience, review the property of the related list components in the record page. g. Salesforce Dynamic Related Lists can accomplish precisely this and even more – I can create associated listings that are filtered, plus control which fields are visible, and their arrangement Jul 19, 2022 · Related List Missing in Dynamic Related List - Single Love the idea of finally having a better way of customising the Related components. Salesforce Help Loading Sorry to interrupt CSS Error Refresh The Spring ’23 Salesforce Release includes a crucial enhancement to dynamic related lists. Save and activate. Oct 4, 2021 · 0 {!CurrentUser. Enhance your mobile UX today! Apr 13, 2020 · I have a new custom object and it is related to Contact. May 21, 2022 · Salesforce Dynamic Related List - Single introduced in Summer '22 lets you customize related lists directly from the Lightning App Builder. The approval process is on the correct custom object, and the page layout that contains the relates list is definitely assigned to my profile. Sep 13, 2019 · I'm having an issue that a related list is not showing up on the detail page of the Asset object. We use cookies to make your interactions with our website more meaningful. This is a custom Lightning Web Component that can be dragged into any lightning record page(For App pages use open source code). I hope this clarifies. Or, you can set up mass quick actions on a related list from the page layout editor. Aug 21, 2023 · And like my case, if update is beneficial for other requirements then create two related lists, one with each type, and then create filter on the form factor. With dynamic related lists, you, the Salesforce admin, can build highly flexible related lists directly inside the Lightning App Builder. The object in particular only has one lightning record page so we're both assigned to the same lightning record page. Jul 21, 2025 · First things first, you do not need to add the related list to your standard page layout in order for it to be available in the Lightning Record Page! Simply navigate to the Lightning record page you wish to update. Add it to the layout and make sure the user has access to the Orders object. However, the dynamic Related Lists are showing up on all of the tabs (Details, the new tab, a Lightning Web Component tab I created). Dec 9, 2024 · Building a Dynamic Related List with Search, Sort and Inline Editing in Salesforce Salesforce’s standard related lists can be limiting for developers and admins seeking advanced functionality like search, sorting, and inline editing. Jul 21, 2025 · Salesforce Dynamic Related Lists allow you to create custom related lists - filtered to dynamically display when particular criteria are met. Jun 20, 2019 · Business Use Case: The business want to show and hide the Opportunity related list on Account record page based on User Profile in Lightning Experience. Jan 24, 2023 · A new feature given to administrators in the Summer ‘22 release is Dynamic Related Lists. Learn how to use dynamic related list filters in Salesforce to customize and optimize your data views efficiently. Related List – Single So to display the opportunities in the related list associated to the Account based on User’s profile, you need to set component visibility Click on “ Add Filter ”. This guide explores everything you need to know about Dynamic Related Lists in Salesforce, including their benefits, setup, customization, and best practices. Check your profiles2. Is there anything else that would prevent this related list from showing? Thanks! Feb 4, 2019 · Approach-2 Salesforce has given you a standard component called Related List Single. 1. They're not interchangeable — each is designed for a specific place in Salesforce. Id just build the alternative and tell your boss the dynamic related lists do it for as per his requirements and if he k owns better he should build it (spoiler: not possible) Learn how to customize and filter related lists in the Lightning App Builder to enhance user experience and productivity. I made sure object share settings were the correct ones to be able to access all necessary objects (page profile having access and correct page layout). Dec 6, 2025 · Given this built-in limitation, admins and developers must explore alternative methods to display Activities effectively. The related list of A shows fine on the Contact, but when loading an Account page, that related list is not showing. However, my custom actions do not show at all when trying to search it for the Actions part. Set field 1 Starting from Summer 19 it becomes possible. Start enhancing your org! Aug 25, 2021 · 25 It could be many things. Set Up Dynamic Related Lists Setting up Dynamic Related Lists in Salesforce is a easy System Admin job. Hi, I would like to know how to configure who can see the records in a related list. This means that you can use dynamic related lists to display information from objects such as contacts, leads, opportunities, cases, and more. Jun 26, 2023 · The solution to this problem was to go to the Builder Settings (from menu on the left) -> Advanced, and then check "Show all components". I am using this so Users can view the files and access the menu actions. But the same related list item is getting displayed when user switched back to Classic Mode. Aug 6, 2024 · The Dynamic Related List component (and Dynamic Forms functionality), is only available for LWC-enabled standard objects (Source: Standard Lightning Page Components ) Unfortunately at this point in time, it appears that Campaign is not yet LWC-enabled as per Used Dynamic Forms on LWC-Enabled Standard Objects. To add actions directly from the Lightning App Builder, select the Dynamic Related List - Single component in the record page. Flow Screen Components: Which One Should You Use? Avonni offers two no-code tools for building custom Salesforce UIs. Work with Related Lists on Records in Lightning Experience Records in Salesforce include details and links to other related records. Jul 17, 2024 · Dynamic Related List – Single: Dynamic lists let you configure your lists label, data columns, sort order, and allows you to add filters. Apr 7, 2017 · For a particular user, one child object's related list item is not getting displayed in the related list section. With the profile XXX, I don't see the records. Learn more here. I found a workaround but it's not clean : manually assign users with XXX profile to the permission set (but we have 2000+ users with that XXX profile, so that's not a Jun 13, 2023 · Discover how to effectively set up and utilize related lists in Salesforce with our comprehensive guide and expert tips! Aug 6, 2024 · The Dynamic Related List component (and Dynamic Forms functionality), is only available for LWC-enabled standard objects (Source: Standard Lightning Page Components ) Unfortunately at this point in time, it appears that Campaign is not yet LWC-enabled as per Used Dynamic Forms on LWC-Enabled Standard Objects. If the Related List is not added in the Customize Page Personal Settings of the affected user, even if they have the same Profile, Permission and Page Layout assigned as to what their colleague has, then they will still not see the respective related list in the record that they are viewing. 1 If you need to change the related list name of a standard object on the layout - you can with Salesforce new Dynamic feature from 2021/2022. It shows in Salesforce record page. You need to go to Setup > Object Manager > Contact > Page Layouts > Edit the relevant page layout and add the related list to the layout. If a related list isn't appearing on a Lightning page (such as Success Plans), check the page layout for that object for the user's profile that can't see it. This article looks at what DRLs are, how to use them, use cases, and some things to note before Users would need to have the "Create" permission added on the their user's profile in order for the related list to "stay" on the page, regardless if the object has a related list record associated to it or not This is applicable only to Experience Sites using the Salesforce Tabs + Visualforce template. Verification of Organization-Wide Defaults (OWD) and Field Level Security on the Parent Record is required. Primary_Key Am I I am working on a customized Account page for our Finance department. For related records of a custom object, you need to append '__r' to the label for the related list (which can be found by looking at the details of the lookup field on the related object). In this video, I will explain how to show only open or closed Sep 3, 2020 · The history related list will have the name of the object that the fields belong to in the name, e. I tried doing the coral hotel example, but it uses prebuilt data bundles and I couldn’t substitute a similar situation. Emails are weird to handle in salesforce. The related list is not an option to choose when editing the page layout of the Account. Feb 9, 2023 · I'm logged in as an admin, and can't figure out why the Approval History related list isn't showing. Sep 28, 2025 · Learn how to implement Dynamic Related Lists in the Salesforce Mobile App (Beta) for Summer '25. Conclusion Salesforce Dynamic Related Lists offer a powerful way to streamline your workflows and enhance the user experience. Dynamic Related Lists solve this problem by providing a more flexible and customizable way to display related records based on specific conditions, user permissions, or record criteria. Please refer below Set Component Attributes section for filling them with appropriate May 4, 2022 · And to make sure I am not making any incorrect assumptions, Dynamic Related Lists is the GA version of what the CMTD Enhanced Related List Salesforce Labs AppExchange package is? Feb 8, 2018 · if profile is facing with object permissions and field permissions it is showing in classic view properly, but i am facing this issue in lightning record page only? why in Lightning record page , in related list custom object is not showing? if anyone knows please help me for this issue? Jun 4, 2022 · Define Related List Label and type of list Configure Number of Records to Display Show/hide List View Action Bar Define Related List Filters Configure Actions Set Component Visibility Let’s see how to configure Dynamic list in Salesforce. Salesforce introduced "Enhanced Related Lists" where admin can control number of records displayed in the related list. This article looks at what DRLs are, how to use them, use cases, and some things to note before Learn how to customize and filter dynamic lists in Lightning App Builder for more efficient Salesforce page navigation in under 15 mins. Feb 9, 2023 · Dynamic-related lists can be used to display records from any object in Salesforce, including custom objects that you create yourself. It gives the user flexibility on where to display the approval process, instead of only showing it under related lists. For Example Y. Order is having two record types - say A and B. Troubleshoot Related Lists That Don't Display Learn how to solve the problem of related lists not showing in Student Success Hub. Apr 26, 2022 · Display Open Cases on Account and only show create New Case Action Let’s Add a Dynamic Related List This is a new addition to the salesforce app builder family and keeping yourself up to date with the latest and greatest information is key to delivering projects successfully. Add to Opportunity page layout3. This guide helps you pick the right one and avoid the most common mistake. You’ve then got two options. For Files it appears you cannot use a Dynamic Related list therefore you cannot remove the Actions. How: From the related lists component in the Lightning App Builder, select Enhanced List from the Related List Type dropdown (1). Do you have the lookup relationship established for the records that are currently part of the related list screenshot? Apr 13, 2015 · If that profile does not have read access to the object in question, then the related list will not appear for a user with that profile. The Related List - Single component shows a list of related records based on one specific object. They help us better understand how our websites are used, so we can tailor content for you I have a related list that shows the New button in Classic, but doesn't show in Lightning. The profile in question has Create permissions (it's System Administrator), and when they click "View All", the resulting page has the New button. But, too many related list also not good as it will create a long scroll down on the parent page. Everything works fine in Classic (data are matched as expected, displaying in Related List correctly), but after going into Salesforce Lightning, in some cases, there aren't any data present in the Related List. Note: When you install a managed package that contains record types associated with the Tasks object, you may notice that all of your Task related actions no longer show in the Activity Action section of record pages in Lightning Experience. If an Object Related List (via a lookup relationship to another Object with a corresponding Related List) appears in Classic but not Lightning, review the Field Level Security of the Object with the missing Related List. I assumed that if you have a lookup relationship in Y object to X object, then X object can be exposed as a Related List to Y object. All you need is to add related list single component to Lightning page layout using Lightning App Builder and select Open Activities in related list names available on the right-hand side panel. Inclusion of the lookup field on the page layout of the child record is necessary. Only related lists added on the page layout can be added as "Related List-Single" on the lightning page. The result, you should have a component which is named "Contacts for Parent Account" displayed on your We use cookies to make your interactions with our website more meaningful. Account History for the Accounts object (not sure if you're looking at a custom object called "Modification"?). . accountId} is the correct format for the Parent Record ID when you want to display related records for the portal user's Account. Currently, it only lists New and Change Owner which are Standard actions. When viewing a record in lightning I see a related list that my end user doesn't see when accessing the same record. For example, when viewing a customer’s account, related lists can show all contacts, opportunities, cases, or custom objects linked to that account. Jan 9, 2026 · Dynamic related list filters empower administrators to fine-tune the display of related records based on specific criteria, offering a more tailored and user-centric experience within Salesforce. Learn how to customize and filter dynamic lists in Lightning App Builder for more efficient Salesforce page navigation in under 15 mins. In the Object Manager, type Account, and select Account. This can be useful for creating custom views of data or for providing users with easy access to related information. Foreign_Key = X. With some related lists, you can perform common tasks for the related object, like create records, or attach files. I'm having troubles visualizing related-list records on Experience Builde page. Traditionally, when accessing related records from an LWC, we have had to use custom Apex code to query the database and return the list of records. Click on Lightning Record Pages and select Oct 30, 2020 · I have this weird issue where the New button is not appearing on the related list for a custom object. As an admin, the list of records and New button show. 6 Here is the scenario - I am showing related orders in opportunity page layout by using related list lightning component. fbcho htww daotbo kgjui hpy pzmtf mwxz azwvs tqi xghkmdr