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Скачать или смотреть Dynamic Related Lists - How I do Salesforce #6

  • Paulo Duarte
  • 2024-03-25
  • 6058
Dynamic Related Lists - How I do Salesforce #6
How I do SalesforceCRMSalesforceDynamicPage LayoutsRelated ListsOpportunities
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Описание к видео Dynamic Related Lists - How I do Salesforce #6

Did you know about Dynamic Related Lists? 🤔

Everything seems to be DYNAMIC NOW - Dynamic Forms, Dynamic Actions and of course Dynamic Related Lists.
This feature allows you to design custom listings, which can be arranged to show up only when certain conditions are fulfilled.
This video will delve into everything you need to understand to maximise the benefit of this fresh Summer '22 function, which for some reason, has gone under the radar. It will also share valuable advice, hints, and key considerations.

00:00 Intro
00:23 Use Case
00:41 Dynamic Related Lists
4:00 Filters
5:59 Outro

Salesforce Dynamic Related Lists form the most recent addition to the 'dynamic' series – a suite of features designed to generate smart, adaptive pages that present the appropriate information, at the opportune moment, to the relevant users.
Generally, related lists are quite helpful, aren't they? They provide you with the records connected to the record you're presently examining. For instance, you can see all Opportunities linked to a particular Account. Yet when the records become numerous, related lists might transform into somewhat perplexing long arrays. Imagine if you could have an associated list that only displayed open Opportunities? Or solely those Opportunities that have won? I am certain my users would value not having to sift through records but rather get the precise data they require.

Salesforce Dynamic Related Lists can accomplish precisely this and even more – I can create associated listings that are filtered, plus control which fields are visible, and their arrangement, and customise the available actions.

🔥 Thank you for watching! If you enjoyed this video and found it helpful, please consider hitting the 'Like' button and sharing it with your friends. Your support helps me create more content for you.

✏️ Feel free to leave a comment below; I appreciate your feedback and would love to hear your thoughts on this video. If you have any questions or suggestions for future videos, let me know!

🫡 Don't forget to subscribe to my channel if you haven't already to stay updated with the latest content.
I appreciate your engagement and support!

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