How do I add a parent list in Salesforce?

How do I add a parent list in Salesforce?

How to display the Parent’s Related list into Child Record Page in Lightning

1. Click the setup and Click on Edit Page.
2. Drag and Drop the Related List–Single from the Lightning Components Option.
3. Edit the Page Label.
4. Choose the Parent Name (Account Name)
5. Select the parent record Related List.

How do I view child accounts in Salesforce?

On the account object, there is a built-in field called “Parent Account,” which you can display on the account page layout, to see the parent account of any child account.

How many child accounts can be displayed in an account hierarchy in lightning?

They can view up to 2,000 accounts from each point where they enter a hierarchy.

How do you implement account hierarchy in Salesforce?

To maintain a complete account hierarchy, enter an account in the Parent Account field for every account except the one at the top of the hierarchy.

1. From Setup, in the Quick Find box, enter Account Settings and then click Account Settings.
2. Select Show View Hierarchy link on account pages in Salesforce Classic.

How do you set parent/child relationships in Salesforce?

To set up a parent-child relationship for cases in Classic:

1. Go to Setup | Customize | Cases | Page Layouts.
2. Click on Edit next to page layout for which you wish to enable ‘Parent Case”.
3. From Case (Support) Layout select Fields drag Parent Case and move it to your page layout.
4. Click Save.

How do I create a parent child relationship in Salesforce?

In Classic: Setup | App Setup | Create | Objects | New Custom Object….

1. Edit Related List Properties.
2. Move Sub field from Available Fields to Selected Fields.
3. Click “OK”.
4. Save Page Layout.
5. Select Parent | Edit Related List Properties.
6. Move Parent field from Available Fields to Selected Fields.
7. Click “OK”
8. Save Page Layout.

What are parent accounts in Salesforce?

Parent Account is a way to set up a hierarchy of Accounts. Let’s say we have our top company, Salesforce. They own a few smaller companies, or are partners with smaller companies and you need a way to identify those Accounts. Parent Account will allow us to set up that hierarchical relationship.

How do parent accounts work in Salesforce?

The Salesforce account hierarchy allow accounts to be related in a hierarchy by using a ‘parent account’ field to link them together. Then one or more accounts are created or linked to each level of the hierarchy, using the Parent Account field.

What is parent account in Salesforce?

What is parent/child relationship in Salesforce?

Parent child relationship is Tightly Coupled relationship having attributes. 1)Parent reference becomes Mandatory for child. 2)Cascaded delete : If you delete parent child gets deleted. 3)Sharing rules on child determined by parent. See this for more.

Where do you create a master detail relationship in Salesforce on child or parent?

Create a Master-Detail Relationship

1. On the Object Manager page for the custom object, click Fields & Relationships.
2. Click New.
3. Select Master-Detail Relationship and click Next.
4. For Related To, choose Property.
5. Click Next.
6. For Field Name, enter Property and click Next.
7. Click Next, Next, and Save.

What are parent accounts?

Parent Account means an Account that holds funds that may be transferred to a linked Zero Balance Account from time to time for the payment of Debits presented against the Zero Balance Account.