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All Tutorials /Salesforce

How to Create a Related List in Salesforce

Updated on:
May 11, 2026
By:
Madhav Bhandari
Use this interactive demo to learn how to add a related list to a Salesforce page layout in minutes.

Quick summary

A Salesforce related list lets you display linked child records — like Contacts or Cases — directly on a parent object's page layout, giving reps instant context without leaving the record. This guide walks through the exact steps to add a related list to a page layout using Object Manager in Salesforce Setup.


Steps

  1. Go to Setup using the gear icon in the top right of Salesforce.
  2. Search for Object Manager in the Setup menu or locate it via Quick Find.
  3. Pick the parent object you want to modify (e.g., Accounts).
  4. Click Page Layouts in the object's left-hand navigation menu.
  5. Choose the specific layout you want to edit (e.g., Account Layout).
  6. Select Related List from the layout palette components.
  7. Drag the desired related list (e.g., Contacts) into the Related Lists section of the layout.
  8. Drop the component into position within the Related Lists area to confirm placement.
  9. Click Save to apply your changes to the page layout.

📌 Why this matters

Adding a related list in Salesforce allows sales and operations teams to surface connected child records — such as Contacts, Opportunities, or Cases — directly on a parent record's page, eliminating the need to navigate between objects. This reduces clicks, speeds up data entry, and gives reps a complete view of account activity in a single screen. Properly configured Salesforce page layouts with related lists are essential for maximizing CRM efficiency and ensuring teams work from accurate, contextual data. Mastering this feature through Object Manager and Page Layouts in Setup is a foundational Salesforce admin skill that directly improves user adoption and productivity.
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