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Get Hands-on with Related Object Fields on Dynamic Forms

Learning Objectives

After completing this unit, you’ll be able to:

  • Work with related object fields on dynamic forms-enabled pages.
  • Maintain Your Administrator Certification for Spring ’24.

Drill into lookup relationship fields from the component palette in the Lightning App Builder and access fields from related objects. To display relevant data from related objects, drag the cross-object fields onto your record page.

Where: This change applies to Lightning Experience in Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.

How: We made some small enhancements to the Lightning App Builder UI to help you navigate through relationship fields.

On the Fields tab, a breadcrumb at the top shows the spans that you drilled into. The top-level breadcrumb indicates the object that the page is associated with.

Fields palette with Contact top-level breadcrumb.

Cross-object relationship fields have an arrow icon (>). You can drag them onto the page as is, or click the arrow icon to drill in further.

Fields palette with Contact to Account Name breadcrumb.

When you select a cross-object field on the canvas, a new Object property shows the relationship of the field to the base object associated with the Lightning page.

You can drill down two levels.

Polymorphic relationship fields—where the related object can be one of several different types of objects—aren’t supported as cross-object fields in Lightning App Builder.

Get Ready for the Hands-on Challenge

In the hands-on challenge below, you have an opportunity to enhance more object record pages with dynamic forms.

Resources

Défi pratique

+ 500 points

Préparez-vous

Vous allez effectuer ce(tte) unité dans votre propre organisation pratique. Cliquez sur Lancer pour commencer ou cliquez sur le nom de votre organisation pour en choisir une autre.

Votre défi

Review updates to Salesforce to maintain your Administrator certification.
Get Hands-on by using dynamic forms to access fields from related objects on the lightning page layout.
  • Create a custom Contact lightning record page:
    • Name: Contact Record Page
    • API Name: Contact_Record_Page
    • Template: edit the Salesforce Default Page
  • Upgrade the Record Detail component on Contact Record Page to use Dynamic Forms. Select ‘Contact Layout’ as source for the Dynamic Form.
  • Drag field ‘Annual Revenue’ from Account and place it under Lead Source field.
  • Save and activate as Org Default.
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