Dynamic related list salesforce, To help your users see the most relevant records, set up two or more dynamic related lists with different filters on the same object. 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. 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. This article looks at what DRLs are, how to use them, use cases, and some things to note before Feb 9, 2023 · Summary Dynamic-related lists are a powerful tool in Salesforce that can help you display related records from one object to another based on specific criteria. These filters play a crucial role in optimizing the relevance of information and improving the efficiency of users interacting with record detail pages. This guide explores everything you need to know about Dynamic Related Lists in Salesforce, including their benefits, setup, customization, and best practices. Jun 4, 2022 · With Summer’22 release, Now you can customize related lists directly from the Lightning App Builder instead of the page layout editor with the new Dynamic Related List in Salesforce. With Dynamic Form and Dynamic Action and Now Dynamic Related list in Salesforce adds game-changer features for its customers. Users will now be able to view all records associated with a dynamic related list. . With some related lists, you can perform common tasks for the related object, like create records, or attach files. Jul 21, 2025 · Salesforce Dynamic Related Lists allow you to create custom related lists - filtered to dynamically display when particular criteria are met. Learn more here. Jan 24, 2023 · A new feature given to administrators in the Summer ‘22 release is Dynamic Related Lists. 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. Sep 7, 2022 · The dynamic related lists allow you to choose the list’s fields and sort order, apply filters, specify the component label, and configure actions for the related list, without dependency on page layout. Work with Related Lists on Records in Lightning Experience Records in Salesforce include details and links to other related records. Learn how to customize and filter related lists in the Lightning App Builder to enhance user experience and productivity. When you use dynamic-related lists, you don’t have to navigate to other sections of Salesforce to find the information you need. Whether you’re working with contacts, leads, opportunities, cases, or custom objects, dynamic related Learn how to customize and filter dynamic lists in Lightning App Builder for more efficient Salesforce page navigation in under 15 mins. Add, customize, and filter related lists in the Lightning App Builder instead of in the page layout editor. Learn how this new feature will save your users time. To set up a dynamic related list, add the Related List - Single component, then upgrade it to Dynamic Related List - Single. May 19, 2022 · The Summer ’22 Salesforce Release includes dynamic related lists for Lightning App Builder. With dynamic related lists, you can add flexibility and control to related lists on your record pages. Discover how to filter and customize dynamic related lists in Lightning App Builder for efficient Salesforce admin workflows. The Spring ’23 Salesforce Release includes a crucial enhancement to dynamic related lists.


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