We’ll use the Edit Page option from the Settings drop down as shown previously, we’ll select “Enhanced Lightning Grid” from our components on the left-hand side, and then drag it into place. In terms of adding it to the page layout once configuration is complete? It’s as simple as adding any other component to a Page Layout. The outcome of this? Well as shown below, we can see the clear differences between the fields specified for Closed and Open cases. To do this, I simply click the related tab at the top, and I’m then able to specify which fields, and what order in which to display them in. The really nice thing about using this tool is I can have control over the fields that then appear in my grids – recognising, that as a user, the information I want readily available for my Open Cases, might be different to that of my Closed Cases. Incredibly simple to use, I simply state what object I would like to show records of, how I know which records to show (checking the Account ID in this instance, meaning I only show Cases from this particular Account), and then apply a filter to only show the records I’d like to show (i.e. For the purpose of this blog we are going to stick with our scenario of Cases, and the need for two data grids: One for Closed casesCases, and another for Open Cases. When installed in your instance, a “Sortable Data Grids” App will become available via the App Launcher, which will then allow you to create your own customised data grids.
#Size of grid on app builder salesforce free#
This is a small, easily made change which might be to the preference of some customers/users – but what if we want to go further? Say, perhaps we want to separate our “Closed” and “Working” case’sCases? Well, that is where we are going to need the help of the free “Enhanced Lightning Grid” component from the AppExchange. What is worth pointing out even before we get to thinking about installing any packages, is that out of the box, we have the ability to change this view if we so wish.īy default, your related lists will be on “Tile” view, but by changing our selection to “Enhanced List”, it provides us with a more compacted view of the related records, but with more information readily available as shown below. This presents a user-friendly view of our related records with some key information. The focus of this blog is on the way we can customise our related lists, and how a particular downloadable component found in the AppExchange can change everything we thought was set in stone.įor context, when first deploying Salesforce, and navigating to an Account Record in Sales Cloud or Service Cloud, our related lists appear to us in the form of tiles (as pictured below). It isn’t until someone shows an alternative view, do we appreciate how much far we can go with our customisation. People assume that the fields/page layouts/related lists etc. The issue with this, however, is that sometimes we just assume this is how Salesforce should look like/be used like and typically, we start adjusting our preferences to be better aligned with the “out the box” functionality.Ī prime example of this is the general user interface (UI). IN NO EVENT SHALL THE COPYRIGHT OWNER OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, CONSEQUENTIAL OR SIMILAR DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES LOSS OF USE, DATA, OR PROFITS OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS APPLICATION, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.#SUBJECT TO THE FOREGOING, THIS APPLICATION MAY BE FREELY REPRODUCED, DISTRIBUTED, TRANSMITTED, USED, MODIFIED, BUILT UPON, OR OTHERWISE EXPLOITED BY OR ON BEHALF OF SALESFORCE.COM OR ITS AFFILIATES, ANY CUSTOMER OR PARTNER OF SALESFORCE.COM OR ITS AFFILIATES, OR ANY DEVELOPER OF APPLICATIONS THAT INTERFACE WITH THE SALESFORCE.COM APPLICATION, FOR ANY PURPOSE, COMMERCIAL OR NON-COMMERCIAL, RELATED TO USE OF THE SALESFORCE.COM APPLICATION, AND IN ANY WAY, INCLUDING BY METHODS THAT HAVE NOT YET BEEN INVENTED OR CONCEIVED.Salesforce is often categorised as an “out of the box product”, and by that we mean that from Day 1 of your deployment, there are standard features/functionalities already up and running that allows you to start using it straight away. THIS APPLICATION IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS "AS IS" AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED.