Quick summary
Adding a Related List in Salesforce lets you display linked records directly on an object's page layout, improving data visibility for your team. This process is completed through the Object Manager and Page Layouts settings in Salesforce Setup.
Steps
- On your dashboard, click the gear icon in the top-right menu.
- Select Open Advanced Setup.
- Click Object Manager on the top-left menu.
- Choose an object (e.g., Account, Contact, or Opportunity).
- Select Page Layouts.
- Choose the layout you want to edit.
- Scroll to the Related Lists section.
- Drag the desired related list into the layout below.
- Once done, click Save.
