Upgrade to Dynamic Related Lists (Get Started with Dynamic Related Lists) #salesforce #trailhead

#swadhinshrivastav #trailhead #salesforce #swadhin

As of my last knowledge update in January 2022, Salesforce Dynamic Related Lists were not a standard feature. Salesforce is continuously evolving, and new features may have been introduced since then. To get the most accurate and up-to-date information, I recommend checking the official Salesforce documentation or contacting Salesforce support.

If Dynamic Related Lists have been introduced, you can typically find information on how to get started in the Salesforce Trailhead modules or official documentation. Here are general steps you might follow:

1. Check Salesforce Release Notes:
Visit the Salesforce Release Notes to see if Dynamic Related Lists have been introduced in the latest releases. Look for the release notes related to your Salesforce version.
2. Enable Dynamic Related Lists:
If Dynamic Related Lists are available in your Salesforce instance, you may need to enable the feature in the Setup menu.
Navigate to Setup Object Manager [Your Object] Page Layouts.
Edit the Page Layout where you want to use Dynamic Related Lists.
3. Add Dynamic Related Lists to Page Layout:
In the Page Layout editor, find the section where you want to add Dynamic Related Lists.
Drag and drop the "Dynamic Related Lists" component onto your page layout.
4. Configure Dynamic Related Lists:
Once added to the layout, you can configure the Dynamic Related Lists by selecting the related object and specifying the criteria for displaying records.
You might be able to set up filters or conditions to control which records are shown in the related lists dynamically.
5. Save and Activate Changes:
Save your changes to the page layout.
Activate the page layout to make the Dynamic Related Lists visible to users.
6. Test and Train Users:
Test the Dynamic Related Lists by navigating to records and ensuring that the related lists update dynamically based on your configured criteria.
Train users on how to leverage the new feature for a more efficient and personalized experience.
7. Explore Additional Resources:
Check Salesforce Trailhead modules related to Dynamic Related Lists for in-depth tutorials and hands-on exercises.
Refer to the official Salesforce documentation for any specific considerations or best practices.
Always refer to the official Salesforce resources for the most accurate information. If you are unsure or encounter any issues, Salesforce support is an excellent resource for assistance. Keep in mind that Salesforce features and capabilities may have evolved since my last update, so it's essential to refer to the latest documentation.

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