Salesforce dynamic related list vs related list. Wh...

  • Salesforce dynamic related list vs related list. Whether you’re working with contacts, leads, opportunities, cases, or custom objects, dynamic related Salesforce Dynamic Related Lists display relevant records based on criteria, improving productivity and providing a tailored user experience Read about the importance of Salesforce's related lists for enhancing data organization, improving user experience, and streamlining workflow management. Users will now be able to view all records associated with a dynamic related list. By adding DRLs to lightning pages or upgrading your current Related List - Singles on a lightning page, administrators can add, remove, reorder, and sort columns. 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. The Summer ’22 seasonal release is right around the corner. When you use dynamic-related lists, you don’t have to navigate to other sections of Salesforce to find the information you need. To set up a dynamic related list, add the Related List - Single component, then upgrade it to Dynamic Related List - Single. 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. I've noticed there a number of other items missing from this as well. Add, customize, and filter related lists in the Lightning App Builder instead of in the page layout editor. Creating list views, editing existing list views, and searching within list views aren’t supported when accessing Experience Cloud from a mobile browser. Unlike traditional related lists, which show all associated records in the same way for every user, dynamic related lists can: Jan 9, 2026 · Unlike traditional related lists that show all related records by default, dynamic related lists dynamically adjust their content according to predefined rules, providing a more tailored and contextualized user experience. What are they?… parentId = '[id]' Situation: Your users want to see only open opportunities as related list within an account view Solution: Use DynamicRelatedList component to display records of Opportunity object and set Filter condition as accountId = '[id]' and isclosed = false 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. Dynamic Related Lists in Salesforce are enhanced versions of standard related lists that allow for conditional visibility, filtering, and customization. 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. Jan 24, 2023 · What are Dynamic Related Lists? DRLs are a new functionality in Salesforce that allows you to filter related lists on a record page. On a custom object I want to include as many columns on the page as possible, ideally all 10 allowed by a DLR. Why could this be? parentId = '[id]' Situation: Your users want to see only open opportunities as related list within an account view Solution: Use DynamicRelatedList component to display records of Opportunity object and set Filter condition as accountId = '[id]' and isclosed = false The Spring ’23 Salesforce Release includes a crucial enhancement to dynamic related lists. In this article we explain what Dynamic Related Lists are, so you can make the most of this feature in your own Salesforce Org. Long text area fields, such as Description, aren’t supported as list view filter criteria or as columns in the list view. Jul 21, 2025 · Salesforce Dynamic Related Lists do exactly this and more – I can create filtered related lists, plus configure what fields are displayed, in what order, and customize what actions are available. All exceptions have . An exception denotes an error that disrupts the normal flow of code execution. You can use Apex built-in exceptions or create custom exceptions. Discover how to filter and customize dynamic related lists in Lightning App Builder for efficient Salesforce admin workflows. I thought I’d be leaving my Dynamic Related Lists is a feature that showcases Salesforce’s commitment to improving the end user’s experience – a powerful tool for displaying only the related records that matter. With dynamic related lists, you can add flexibility and control to related lists on your record pages. Learn more here. Ensure the buttons match the regular List View unless there is a reason to not show the button on this Dynamic List OR better still do NOT show the New Button on Dynamic Related Lists at all due to the “disappearing record” noted above. However, unlike a normal RL, the column To see fresh data faster, click . Dynamic Related Lists … image taken from Salesforce Summer ’22 Release Highlights by DB Services.