Create and Add Opportunity Related List to an Object

  • Published on Dec 23, 2025
  • 2 minute(s) read
  • Migration Team
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Overview

Administrators can configure and add Related List tables onto a selected object using the Admin Related List Layout page. Related Lists can be added for any object and can display a combination of its fields up to 10 fields.

Related Lists enable you to quickly add related records in a tabular format instead of one by one. You can also perform inline editing in Related Lists.

Audience

  • TechnoMile Growth Users

Create a Related List

  1. Open App Launcher.

  2. Enter text Admin Related List Layout in the search bar and click Admin Related List Layout.

  3. Select an Object for which you want to create a Related List for and click Go.

  4. Click Add Related List.

  5. Select an Object that you want to relate with your previously selected Account object.

  6. Select field(s) of the object that you want to display in the Related List and move it from the Available column to the Selected column using the arrow button.You can rearrange the order of fields, as per your requirements using the arrows highlighted in the image below.
    You can also select Button(s) that you want to display in the Related List and move it from the Available column to the Selected column using the arrow button.

  7. Select Number of rows of records that you want to display in the Related List and click Add Related List.Opportunity Related List is created for the Account object.
    You can also edit or delete this Related List by clicking its respective gear icon for editing Related List details and delete icon for deleting a Related List, as highlighted in the image below.

Add Related List to Account Page

  1. Go to Accounts using App Launcher and click to open an Account record.Account record page opens.

  2. Click the gear icon and select Edit Page.Lightning App Builder opens.

  3. Go to the Related tab, scroll down, and drag & drop TM_RelatedListComponent onto this tab.

    IMPORTANT

    To ensure that the View All button of a Related List is functional on your Opportunity record page, you MUST also add the Related List to the Opportunities page using the Salesforce Classic interface. This is applicable for all objects to which you have added a Related List.

  4. Click Save.

  5. A popup window opens, click Activate.

  6. Click Assign as Org Default.

  7. Choose Desktop and click Next.

  8. Click Save.Account Record Page is assigned as Org Default.

  9. Click Back.

Using Related Lists

Account record page opens.

  1. Go to its Related tab and note that the Opportunities Related List is now visible on this tab.

  2. Click Add to create and add Opportunity records that will be linked to this Account.

  3. Enter data in all required* fields for Opportunity record creation and click Save.Opportunity record is created and added to this Account.

  4. Similarly, you can add other Opportunity records to this Account.You can also edit or delete the added Opportunity records by clicking its respective pencil icon for editing record details and delete icon for deleting a record, as highlighted in the image below.
    You can also click View All to view other added Opportunity records.