Tuesday, March 15, 2011

Customising a Custom Objects panel on an Account details page (Salesforce)

I've created a custom object, I have it appearing automatically on the Account details page (think Quote example).

But the quote only has a name column, how do I get it to show other fields? much like the opportunities panel on the account panel.

Thanks

From stackoverflow
  • Ok, so simple really, here's how.

    Goto --> Customise --> Accounts --> Page Layout

    select a page layout.

    Action "Edit"

    This brings up a list of the panels on the page... scroll down...

    You'll see one called "Related List Section"

    these are the panels I was originally referring to.

    Click on the "List?" you want to add fields to. (should be selected blue)

    Click "Edit Properties"

    wait for a dialog blog.. add the fields you want to be displayed to the right side.

    Save... And SAVE the layout changed.

    DONE...

    hope one day this helps someone.

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