Get Hands-on with Related Object Fields on Dynamic Forms | Salesforce Admin Certification Spring '24
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- Опубликовано: 21 апр 2024
- Get Hands-on with Related Object Fields on Dynamic Forms
Administrator Certification Maintenance (Spring '24)
Get Hands-on by using dynamic forms to access fields from related objects on the lightning page layout.
Create a custom Contact lightning record page:
Name: Contact Record Page
API Name: Contact_Record_Page
Template: edit the Salesforce Default Page
Upgrade the Record Detail component on Contact Record Page to use Dynamic Forms. Select ‘Contact Layout’ as source for the Dynamic Form.
Drag field ‘Annual Revenue’ from Account and place it under Lead Source field.
Save and activate as Org Default