Show a Related List based on User Profile

Business Use Case: The business want to show and hide the Opportunity related list on Account record page based on User Profile in Lightning Experience.

Solution: Showing a Related List based on User Profile in Lightning Experience

Lightning App Builder gives you the option to show related list based on user profile without writing a single line of code. That’s amazing Right!!!

Steps to follow:- Showing a Related List based on User Profile in Lightning Experience

• Navigate to an Account Record Page
• Click on Setup icon on the Right top of your desktop screen
• Select Edit Page

• You will see the Lightning App Builder with Account page open in edit mode
• In left hand side, You can see all the standard and custom components available to use on your record page. Search for Related List – Single component and drag it on canvas

• Once you have dragged your Related List – Single component on canvas, You can set the attribute to define the underlying object

• select the object which you want as related list in Related List – Single Component.
• Now, you can see opportunity associated with current account record come up in the Related List – Single Component,
• In order to display it based on User’s Profile, We need to set the Component visibility.

• You will find the set component visibility in properties pane in bottom corner in right hand side as shown in above image
• Click on add filter

• It will open a popup with option to apply filter. Select Advanced under filter type option
• Click on select button available under field

• It will show you four option(Permission, Record, Client, User). Select User
• Another box will appear to select field associated with User. Select Profile and then Profile Name

• Click on Done
• Select the operator as equal and put your desired profile name in value field

• Select done
• Save your change and activate the page if not yet activated

Demo

Are you looking for LWC scenarios to practice, checkout this: – https://salesforcediaries.com/category/lwc-practice-scenarios/

Also, Do not forget to checkout the other informative blog article related to flow and LWC on Salesforce Diaries here:- https://salesforcediaries.com/category/lightning-web-component/

If you need any help, Book 1:1 meeting with here:- https://topmate.io/sanket_kumar