The Custom Related List component enhances Salesforce functionality by providing a dynamic interface for viewing and interacting with related object records directly from the Parent Object record page.
Deploy the Custom Related List component onto the record page of any Parent Object within Salesforce, such as "Account". This deployment enables users to access the component's functionality directly from the Parent Object's record page.
From the component interface, users can select the related object they wish to interact with from a picklist. This selection determines the object whose data will be displayed and manipulated within the Custom Related List component.
Upon selecting the related object, users can click the "Select Fields" button. This action triggers the display of all available fields associated with the selected object. Users can review and choose which fields they want to include in the displayed records.
To customize the displayed fields further, users can perform a right swipe on the fields they wish to include. This gesture adds the selected fields to the list of fields to be shown in the Custom Related List component.
Once the desired fields are selected, users can proceed by clicking the "OK" button. This action initiates the retrieval of records associated with the selected object, including only the specified fields. Users now have access to the relevant data within the Custom Related List component.
To facilitate efficient data retrieval, users can utilize the search bar located on the right side of the component. This search bar enables users to filter and search for specific records based on predefined criteria, enhancing data exploration and analysis.
Adjacent to the search bar, users can find the "New" button. Clicking on this button allows users to create new records directly within the Custom Related List component, streamlining the record creation process for the selected object.
For each displayed record, users have access to a set of actions represented by action buttons. These actions typically include "Edit," "Delete," and "View." By clicking on these action buttons, users can perform respective operations on the associated record, such as editing its details, deleting it, or viewing its complete information.
Feedback is appreciated! The team behind the Custom Related List component hopes users find its functionality useful and intuitive, enhancing their productivity and experience within Salesforce.
Thank you for visiting and exploring the capabilities of the Custom Related List component. Stay tuned for more updates and enhancements as we continue to improve and refine our offerings.