Category: Related records

Make Lightning Record Page Look Like Classic Record Page

 If you love how the record page is displayed in Classic, then what I am going to share in this post, you will definitely like that.If you like videos, then I have created a small video as well to explain the steps. You can check the video here.In Classic, when you open any record detail page, you will find all the related list and Open Activities, Activity History, Notes & Attachments as you scroll down, but when you open the same record page in Lightning, you will find a tab named “Related” and under which you will find all the related lists. In Lightning, activities, and chatter can be found on the right side of the record page. Below two screenshots show how the same record page displays in Classic and Lightning Experience.ClassicLightning ExperienceHow to make Lightning Record Page Look Like Classic Record PageStep 1Go to Setup and search for “Record Page Settings”. Then, open the “Record Page Settings”.Step 2Select “Full View” under “Default Lightning Experience Record Page View”.Select “Related Lists” under “Default Activities View (desktop only)”.Here are the screenshots -Final LookAs you can see above, we have scrolled view in Lightning instead of the tabbed view. VideoHere is the video...

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New AppExchange Component || Activity Timeline || View related records in a whole new way

Salesforce Labs published a new Lightning Web Component named “Timeline”. It will display the related records in a totally different way i.e. in a timeline fashion.Nice to check out: Salesforce Spring 21 Release FeatureSalesforce Certification NotesSalesforce Release Video TutorialsSalesforce Lightning Flow Video TutorialsI installed this in my developer org and this post is about how to configure this component.Pre-requisite: Enhanced Email should be enabled in the org.Here are the steps:Permission Set Assign the permission set “Timeline User” to the users.Update Timeline Configurations Page LayoutOpen the Timeline Configuration Page Layout and in the related list – Timeline Child Objects, include the New button.Create Timeline Configuration recordLet’s say we want to include this component in Account record page. So we will first create the Time Configuration record like below -Create Timeline Child recordsLet’s say we want to display Contact and Opportunities in Activity Timeline. So we will create two Timeline Child records like below -Note – Here is the quip document explaining the field details. LinkInclude the component – Activity Timeline in Account record page Here comes the new view of the related recordObservation(as of today): Fields are not getting displayed properly while expanding the individual items in the Activity Timeline. I informed Salesforce Labs Team about the issue. Will update this post based on the response.Overall this is a very cool component published by Salesforce Labs and I am quite sure this will...

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