---
schema_version: "1"
id: 6867302699b3bdfb8b82f246b8ef8a54376de182943b317c4a92fe83b1ab1f5a
title: Customize Related Lists
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/customizing_related_lists.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.customizing_related_lists.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8301e29755b705d9b58c9a408e4d5b199ada7f5d6888ccc78f84656dbb6a8214
description: You can customize related lists on record detail pages in Salesforce and the Salesforce Customer Portal. Configure elements such as the buttons and columns, the column order, and the record sort order.
products:
  - Salesforce Platform
  - Security
release: "264"
---
# Customize Related Lists

You can customize related lists on record detail pages in Salesforce and the Salesforce Customer Portal. Configure elements such as the buttons and columns, the column order, and the record sort order.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Essentials</strong>, <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d167683e82">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d167683e82 ">To customize related lists:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d167683e82 ">Customize Application</td>

          </tr>
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![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/images/icon_note.png)

Note A related list shows records from a related object—for example, the Contacts related list on an account shows contacts. If the related object has quick actions on its own page layout, editing the related list requires permissions on that object. Confirm that you have the correct object permissions, either through your profile or a permission set. Otherwise, the **OK**, **Cancel**, and **Revert to Defaults** buttons aren’t available in the related list configuration window.

1. From the management settings for the object you want to edit, go to Page Layouts.
2. Click ![Action dropdown](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/extend_click/images/lex_icon_action_list_item_dropdown.png) on a layout’s row in the list view, and select **Edit**, or click the name of the layout.
3. To edit a related list, double-click its tab. If you’re using the enhanced page layout editor, you can also click the ![Wrench](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/resources-global/_corporate/images/wrench.png) icon.
    
    A related list configuration window appears.
    
    ![Related list configuration window](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/extend_click/images/ple_related_list_configure.png)
    
    In this window, you can’t:
    
    - Rename the related list. Instead, edit the related list label on the related object’s lookup or master-detail field.
    - Customize the History related list because it links to data stored elsewhere.
    - Customize certain standard related lists, such as Notes & Attachments, Contact Roles, and Account Team, because Salesforce locks these lists on every object where they appear.
4. Select the fields to include in the related list, define the order in which fields appear, and select the record sort order.
    
    The default sort order is by record ID. You can include up to 10 fields per related list. To show more than four fields in Lightning Experience, edit the related list component in the Lightning App Builder. Then select **Enhanced List** as the related list type.
    
    Only fields from the related object are available to add. If you don’t see an expected field in the list, confirm that it’s defined on the related object.
5. Apply your related list customizations to other page layouts, if appropriate.
    
    Only layouts that include this related list appear in the list. Layouts that include related lists with the same customizations that the current layout had when you opened it are selected by default. Salesforce's assessment of which layouts have the same customizations is based on the state of the current layout before editing it. This assessment can lead to previously deselected layouts becoming re-selected when an edited layout is reopened. To avoid unintended changes across multiple layouts, always verify the list of selected layouts.
6. To customize the standard buttons, custom buttons, and quick actions that appear on the related list, click **+** in the Buttons section header.
    
    ![Related list configuration window with Buttons section expanded](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/extend_click/images/ple_related_list_configure_buttons.png)
    
    Custom buttons and quick actions appear as options only when they’re defined on the related object. For example, to show a quick action on the Contacts related list of an account, define the quick action for contacts, not accounts. A custom button also needs a display type of **List Button**.
7. If necessary, select **Revert to Defaults** to undo any customizations and use the default Salesforce settings in the related list.
8. To store your customizations, select **OK**.
9. Save the page layout. This step saves your related list changes.
    
    If you add, move, or remove related lists from the layout, you can optionally apply these changes to all users. If a user customized their display, this step overwrites their changes. This action isn’t reversible.

Keep these considerations in mind when customizing related lists.

- In Lightning Experience, you set some options on the record page in the Lightning App Builder rather than on the page layout. Select the related list on the record page, and then customize the Related Lists, Related List–Single, or Dynamic Related List–Single components. Depending on the component, you can make changes such as specifying the related list type or reordering the list’s actions. You can also resize and sort columns, or show more than four fields. See [Standard Lightning Page Components](https://help.salesforce.com/s/articleView?id=platform.lightning_page_components.htm&release=264.0.0&type=5 "Standard components are Lightning components built by Salesforce. Several standard components are available when creating Lightning pages.") and [Create Dynamic Related Lists in Lightning App Builder](https://help.salesforce.com/s/articleView?id=platform.lightning_app_builder_create_dynamic_related_list.htm&release=264.0.0&type=5 "With dynamic related lists, you can add flexibility and control to related lists on your record pages. Add, customize, and filter related lists in the Lightning App Builder instead of in the page layout editor. To help your users see the most relevant records, set up two or more dynamic related lists with different filters on the same object.").
- To enable related list hover links for Salesforce Classic, use the User Interface settings in Setup. Record detail pages then include links for each related list at the top of the page. Users can hover over a link to view and manage the related list’s items in an interactive overlay. Or they can click the link to jump to the related list without scrolling. For Lightning Experience, add the Related List Quick Links component to a Lightning page for similar hover-to-preview functionality.
- Related lists have constraints that affect what you can add and rearrange. See [Page Layout Limitations](https://help.salesforce.com/s/articleView?id=platform.layouts_limitations.htm&release=264.0.0&type=5 "Keep these limitations in mind when working with page layouts in the enhanced page layout editor.") for details.

#### See Also

- [Ways to Control User Access to Fields](https://help.salesforce.com/s/articleView?id=platform.customize_layoutoverview.htm&release=264.0.0&type=5 "Use field-level security to control user access to fields. Use page layouts to control the layout and organization of detail and edit pages in Salesforce, the Self-Service Portal, and the Salesforce Customer Portal.")
- [_Knowledge Article_: Rename a Related List Label](https://help.salesforce.com/s/articleView?id=000392330&type=1&language=en_US)
- [_Knowledge Article_: Unable to Edit a Related List](https://help.salesforce.com/articleView?id=000338435&type=1&mode=1&language=en_US)