---
schema_version: "1"
id: 23e872e788ad8b5f872c71d0936ddf77a7674194b03dcda07e37527cccc8194f
title: Choose Related Objects for the Agent Console's Mini View
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/console_relatedobjects.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.console_relatedobjects.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9463c88601a02d3cbfc3710f5e8e07d42bf9e9d935cae09226548dd22529af5b
description: While you can choose which related objects appear in the Agent console's mini view, you can only choose objects with a lookup or master-detail relationship on the primary object. For example, from the cases object, you can choose account and contact because cases have account and contact lookup fields.
products:
  - Service Cloud
release: "264"
---
# Choose Related Objects for the Agent Console's Mini View

While you can choose which related objects appear in the Agent console's mini view, you can only choose objects with a lookup or master-detail relationship on the primary object. For example, from the cases object, you can choose account and contact because cases have account and contact lookup fields.

### 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;"><a href="https://help.salesforce.com/s/articleView?id=service.legacy_editions.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_legacy-264-0-0-production-enus/081af4ec-6c06-4d4b-9443-cb3516bbc46d/images/icon_important.png)

Important Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d43539e58">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d43539e58 ">To set up the Agent console:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d43539e58 ">Customize Application</td>

          </tr>
        </tbody>
      </table>

1. From the object management settings for the object whose page layout you want to edit, go to Page Layouts.
    
    The standard or custom object you choose in this step represents the record in the detail view of the console, and the related objects in the mini view are the records associated with it.
2. Next to a page layout name, click **Edit**.
3. In the page layout header, click **Mini Console View**.
4. To select which related objects are displayed in the mini view, select a field name, and click **Add** or **Remove**. You can select objects only if they are defined as lookup relationships and those lookup fields are included on the page layout. To change the order of the related objects in the mini view, select a field name in Selected Relationship Fields, and click **Up** or **Down**. Click **Save** when finished.
5. Click **Save**.
6. Next, [define mini page layouts](https://help.salesforce.com/s/articleView?id=service.console_definelayouts.htm&type=5&language=en_US) to specify the fields and related lists to show for the related objects in the mini view.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_legacy-264-0-0-production-enus/081af4ec-6c06-4d4b-9443-cb3516bbc46d/images/icon_tip.png)

Tip The fewer related objects you add to the Agent console's mini view, the easier it is for users to read the information displayed. The console can also process data faster when fewer related objects are added to the mini view.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_legacy-264-0-0-production-enus/081af4ec-6c06-4d4b-9443-cb3516bbc46d/images/icon_note.png)

Note You cannot choose related objects for the Close Case Layout or the Log a Case Page and View Cases Page layouts on the Self-Service Portal.

#### See Also

- [Set Up the Agent Console](https://help.salesforce.com/s/articleView?id=service.console_setup.htm&release=264.0.0&type=5 "You can quickly set up the Agent console so that users have all the information they need on one screen when working with Salesforce.")
- [Find Object Management Settings](https://help.salesforce.com/s/articleView?id=platform.extend_click_find_objectmgmt_parent.htm&type=5&language=en_US)