In this blog, will see how to provide permission to view the related list in Lightning experience. This can be done using Lightning App builder without writing a single line of code. Consider the scenario where you want only System Administrator Profile should be able to view the Opportunities related to the Account. To make this changes please follow the below steps.
- Firstly, navigate to any Account record page
- Click on the Set up icon
- In addition, select the Edit page
- In short, you will see the Lightning App builder with Account record page open in edit mode.
- Further, on left hand side, you can see the standard and custom component. Search for Related List- Single and drag it on Canvas
- In addition, drag the Related List Single, set the attribute to define underlying object
- Select the Opportunity in the related list.
- So to display the opportunities in the related list associated to the Account based on Users profile, you need to set component visibility
- Click on Add Filter.
Advanced Changes
- Popup will open with option to apply filter. Select Advanced under filter type option
- After that, you will see four option. select on User.
- Select Profile and then select Name
- Now, click Done.
- Most importantly, select Equal Operator and enter the Profile name in value field
- Finally, select Done
- Save changes and activate the page
As a result, you can show related list based on user profile for any object/entity.
We hope you may find this blog resourceful and helpful. If you still have concerns and need more help, please contact us at .
About Us
Greytrix a globally recognized and one of the oldest Sage Development Partner and a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG across the globe. We offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.
Greytrixhas some unique solutions for Cloud CRM such as Salesforce Sage integration forSage X3,Sage 100andSage 300 [Sage Accpac]. We also offer best-in-class Cloud CRMSalesforce customization and development servicesalong with services such as SalesforceData Migration,Integrated App development,Custom App developmentandTechnical Support to business partners and end users. Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU integration for Sage ERP Salesforce is a 5-star rated app listed on Salesforce AppExchange.
The GUMU Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.
For more information on our Salesforce products and services, contact us at . We will be glad to assist you.
Related Posts
- Salesforce How to get row index of lightning table rows
- Configure Launch Pad in Salesforce Lightning Experience
- How to add Lightning Web Components as Custom Tabs in Salesforce
- How to Activate and Add Salesforce Lightning component on Community experience