Monday, September 22, 2014

SalesForce.com - Making related lists work best for you

You can sort records on your related lists so you are viewing the most useful data, and also edit how you see the records.  This is important and can be adjusted in the related lists.  For example, you may want to see records based on a particular date or number field, not necessarily just the most recent record.  Lets take a look:
Go to Edit Layout on your sidebar if you are on a record detail page, if not on the page itself, you can access the Page Layout from Setup, under Customize for Standard objects or Create for Custom objects.
Once on Edit Page Layout, scroll down to the related list you’d like to edit, Click on the wrench icon.

To set up your columns, choose the fields from the Available Fields you want to display in the list, add them to the Selected Fields list, and put them in the order you want (top-to-bottom will come out left-to-right on the page).
Now, lets organize what records we want to view.  Below the columns section, there is a "Sort By:" section.  

Choose a field from the dropdown, then pick ascending or descending to pick which values go on the top, you can pick from most field types.

There you go, now you are seeing the data and records that best assist you and your organization!

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