Hey SF Admins, In this article we will cover what’s new in the Salesforce Spring’24 release for Admin
Enhancing Dynamic Pages: Leveraging Lookup Relationship Fields
Until today we are encountering this struggle where we cannot add the related objects fields in the parent record. The workaround we all know is to create the formula field to have that data populated in the child record from the parent.
Finally! the wait is over. Salesforce has introduced this cool feature where we can easily address these challenges. Now, we can add the field from the child record onto your parent record lightning page. This functionality is exclusive to dynamic Lightning pages designed for a specific object. Similarly, we can even dig across multiple relationships
We can jump onto the steps to see how this feature works and explore with our hands-on experience.
Scenario: The user should have the ability to see the Account’s Billing Address, Description, and Type on the respective Contact page.
- Navigate to the child record and click on the setup menu
- After that, click the “Edit Page” option and a new page will open to add more components to the detail page
- To add fields to a Lightning Page, navigate the Record Page’s Fields menu in Lightning App Builder
- Click the arrow next to the Account Name lookup field, and select the Billing Address, Description, and Type fields in the Fields detail page section
Save the lightning page and the fields will be available on the contact record page
Note: Similarly now you can even dig across multiple relationships
Read more here at Salesforce Ben
Wrap Up
In Conclusion, the inability to add related object fields directly to related records has been a persistent challenge, often requiring cumbersome workarounds such as creating formula fields. However, with the unveiling of this innovative functionality, Salesforce users can now seamlessly address these challenges. By allowing the addition of related record fields to record Lightning pages, Salesforce has provided a streamlined solution exclusive to dynamic Lightning pages tailored for specific objects. The Salesforce Spring’24 release for Admin made our lives easier
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