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How to Add Related List Quick Links to Page Layout and Edit Link Columns
Renee Duncan
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0 step
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2 minutes
Salesforce
1
Click "Leads" or the object you want to edit.
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2
Select a record.
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Click here.
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Click here.
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Click and drag "Related List Quick Links" to the desired area on the page if it's not already there.
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Click "Save"
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Click "Activation..."
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Set as "ORG DEFAULT" or "APP DEFAULT" depending on preference.
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In this example, we're leaving this page layout as the "Direct Mail" app default.
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Click "Close"
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Click "Save"
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Click "Back"
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You can now see the **Related List Quick** Links here.
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Return to "Setup."
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Click "Edit Object"
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Click "Page Layouts"
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Click a page layout.
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Click "Related Lists"
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Click and drag the link you want to see on the page down to the "Related Lists" area.
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20
To adjust the columns viewable for a link, select the associated wrench icon.
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