Last Updated on March 21, 2022 by Rakesh Gupta
Big Idea or Enduring Question:
- How to change the related list name on the lightning record page?
You often come across the requirement to rename the related list on the page layout of standard or custom objects. For example, rename the Onboarding Processes to Employee Onboarding
Another example is renaming Opportunities related list to Donations.
After reading this blog, you’ll be able to:
- Rename out of the box related lists for standard objects
- Rename a custom related list for standard or custom object
Business Use case
Jestilla Zetkin is working as a System administrator at Gurukul On Cloud (GoC). She has received a requirement from her Sales Manager to rename the Onboarding Processes related list on contact to Employee Onboarding.
Rename Out-of-the-Box Related List for Standard Object’s
To rename a related list for a standard object use
This is how it looks like after modification. This setting will rename the Opportunity Tab and related list on every page.
Let’s take another scenario where the Sales team only wants to rename the Opportunity related list on Account without renaming the Opportunity Tab (and Opportunity related list on any page).
This s a bit tricky, as Salesforce doesn’t have such features for Standard objects. To solve the business requirement you have to use CMTD Enhanced Related List or custom Lightning Web Component.
Guided Practice (We-do): Rename a Custom Related List for Standard or Custom Objects
To rename the Onboarding Processes related list on contact to Employee Onboarding, perform the steps below:
- Navigate to Setup | Object Manager | Onboarding Process | Fields & Relationships.
- Edit the Resource (lookup to Contact) field by selecting the dropdown next to it.
- Navigate to the Lookup Options section
- Once you’re done, click on the Save.
–> Check out theis video for step-by-step instructions instead of reading:
Proof of Concept
Now we have successfully renamed custom related list.
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What is one thing you learned from this post? How do you envision applying this new knowledge in the real world? Feel free to share in the comments below.