Salesforce: How to Display Fields From Related Objects Using Lightning Component
In this video, I will show you how fields from a related object are shown on your targeted object. This makes things easier as end users are able to view important data from another object without having to search for details by looking at records separately.
The related record lightning component helps display the details of a related record, including the details of a parent record on your Lightning page. This component provides your users with built-in record creation, inline edit, and the ability to unlink a record and link a new one. This functionality is possible because the component uses actions.
Ensure to create a quick action specifically an update action on where you would like to pull fields from. For instance, the example I use is case and contact objects. I want fields from contact shown on the case record page. So create and customize the layout for the update action.
Also, ensure there is a lookup field between the 2 objects you plan to implement the related record component.
once these are established go to your targeted object like case and go to the lightning page builder and drag and drop the related record component onto the page. From there select the proper lookup to locate the record, enter the header name, place the proper actions, and save the page.
Some things to note:
If the related record is not retrieved after configuring the related record component. You will have to search for it as it is a "lookup" field.
To use the component, an object must have an associated quick action to update the records. Some lookup fields have default actions. If no actions are available for your lookup, follow the links in the Lightning App Builder property editor to create the actions.
To change the displayed fields for the Related Record component, customize the associated action in Setup. If you don’t see the action or can’t modify it, create a new one. Also, ensure that the lookup field to the related object is included on the page layout of the main object, otherwise the component can’t be refreshed.
To use the Parent Case and Asset lookup fields on cases, change the field-level security to visible instead of hidden.
Resources:
https://help.salesforce.com/s/article...
https://salesforcediaries.com/2019/05...
https://adminhero.com/2017/08/21/gett...
00:00 Intro
01:00 Create Quick Action
02:00 Adding the Lightning Component
03:30 Seeing it in Action
04:58 Outro
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