Compatible with Salesforce Lightning Only
It is important to remember that this Lightning Component feature is ONLY available in Salesforce Lightning. Please work with your internal Salesforce Administrator to set up the pages as desired to conform with your lightning page configurations; GRAX does not provide Salesforce Administrator services.
*Also note that you may need to enable custom domain in Salesforce to work with custom lightning components. See Salesforce help for more information.
GRAX Lightning Connect is intended to be utilized to display related records which are in the datalake. Users have the ability to show an unlimited number of related lists, set the fields to be viewed, preview the records, and restore the records.
To create your Lightning Component related list, follow these steps:
- Go to the object an page layout that you would like to add the related list to then click the gear, and
- On the left hand side of the screen, scroll to the section
Custom - Managedand drag the component
GRAX_LgtCmp_CustomRelatedListto the desired location
- On the right hand side, set the following values:
Lightning Component Parameter
Enter the API Name of the object that you want the related list to be based off of… for example “Consignment_Note__c”
Label for your related list if you do not want to use API Name
Fields to Display
Enter the API Name of the fields on the object that you want displayed separated by a comma. For example, “ID,Name”
This will set the height of the related list AND the preview screen if you select this option.
Show Preview Button
Set to true if you want to allow your users the ability to preview this record
Show Restore Buttons
Set to true if you want to have ability to restore certain records (remember GRAX permission sets still dictate who can restore so even with this enabled does not guarantee user will be able to restore)
Relationship Field Name
The field on the 'child' object that you want to use to match against the
Enter the API name of the relationship field that you want to display. For example, the Contact object could have 10 different lookup fields to Account - which relationship/linkage field do you want to display with this related list component? Or in this Account/Contact example, you may have an external ID field that matches to Accounts at the Contact level.
In the standard scenario where you have a single standard lookup on Contact pointing to Account, you can leave this and the
This defines which value you want to use from the parent object for matching. For example, instead of using the standard SFDC ID of the parent object, you may want to use an external ID field on the Account that you would specify here.
Specify the parent field's API name.
this powerful functionality allows you to further filter which records you want to display in the related list. For example, you could show only a certain record type etc.
Show Records From All Environments
If you have data from multiple orgs in a single data lake, use this checkbox to see everything.
- Save your updated page layout
Rich Text Fields
Note that Salesforce rich text fields may render as html.
Updated 6 months ago