Showing Editable Parent Record Details On Child Record Lightning Page Without Code in Salesforce Lightning Experience

Business Requirement

Users want to see and update account record details associated to an opportunity on opportunity lightning record page.

Solution

You might be thinking of writing a custom Aura or Lightning Web Component to achieve this, but i believe in click not code..!!!

Lightning App Builder comes up with many inbuilt standard component to give you flexibility to build interactive application in Salesforce Lightning Experience.

Related Record Component is one of them which gives you the ability to show the action related to a record or its parent record of type create a record or update a record on the record page layout.

Steps to follow

In our case, we want to show account details on the opportunity record page, We will first create one action on account object of type update a record.

  1. From the object management settings for account, go to Buttons, Links, and Actions and click New Action.
  2. Verify that the action type is Update a Record.Actions can do more than just update records. To learn more about the other options, read the Action Categories and Types help article.
  3. Enter Edit Account in the Label field.

Click on save and it will open the layout to add the field you want on your action.

Once you have added the desired field on the action layout, click on save. Its time to add this action on contact record lightning page using lightning app builder.

  1. Open a Opportunity record page
  2. From Setup, select edit page option.
  3. Add the Related record Component on the canvas.
  4. In the properties pane, select Account Name as Lookup field
  5. Select the action you have just created in update action drop-down

Its time to save and activate the page if not already activated.

Results

As you can see, Account records are editable from Opportunity record page itself without writing a single line of code. Click not code…!!!

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s