{"id":6140,"date":"2021-04-06T13:38:30","date_gmt":"2021-04-06T13:38:30","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=6140"},"modified":"2021-04-06T13:38:34","modified_gmt":"2021-04-06T13:38:34","slug":"displaying-related-list-based-on-user-profile-in-lightning-experience","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2021\/04\/06\/displaying-related-list-based-on-user-profile-in-lightning-experience\/","title":{"rendered":"Displaying Related List based on User Profile in Lightning Experience"},"content":{"rendered":"\n<p>In this blog, will see how to provide permission to view the related list in Lightning experience. This can be done using Lightning App builder without writing a single line of code. Consider the scenario where you want only \u201c<strong>System Administrator<\/strong>\u201d Profile should be able to view the Opportunities related to the Account. To make this changes please follow the below steps.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Firstly, navigate to any Account record page<\/li><li>Click on the \u201c<strong>Set up<\/strong>\u201d icon<\/li><li>In addition, select the \u201c<strong>Edit page<\/strong>\u201d<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/04\/1.Edit-Page.jpg\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/04\/1.Edit-Page.jpg\" alt=\"Edit Master Page\"><\/a><\/center>\n<font size=\"2\"><center><i>Edit Master Page<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>In short, you will see the Lightning App builder with Account record page open in edit mode.<\/li><li>Further, on left hand side, you can see the standard and custom component. Search for \u201c<strong>Related List- Single<\/strong>\u201d and drag it on Canvas<\/li><li>In addition, drag the \u201c<strong>Related List &#8211; Single<\/strong>\u201d, set the attribute to define underlying object<\/li><li>Select the \u201c<strong>Opportunity<\/strong>\u201d in the related list.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/04\/2.Related-List-Single.jpg\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/04\/2.Related-List-Single.jpg\" alt=\"Related List - Single\"><\/a><\/center>\n<font size=\"2\"><center><i>Related List &#8211; Single<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>So to display the opportunities in the related list associated to the Account based on User\u2019s profile, you need to set component visibility<\/li><li>Click on \u201c<strong>Add Filter<\/strong>\u201d.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/04\/3.Set-Visibility.jpg\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/04\/3.Set-Visibility.jpg\" alt=\"Set Lists Visibility\"><\/a><\/center>\n<font size=\"2\"><center><i>Set Lists Visibility<\/i><\/center><\/font>\n\n\n\n<h4 class=\"wp-block-heading\"><strong><em>Advanced Changes<\/em><\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\"><li>Popup will open with option to apply filter. Select \u201c<strong>Advanced<\/strong>\u201d under filter type option<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/04\/4.Advanced-Filter.jpg\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/04\/4.Advanced-Filter.jpg\" alt=\"Advanced Filter\"><\/a><\/center>\n<font size=\"2\"><center><i>Advanced Filter<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>After that, you will see four option. select on \u201c<strong>User<\/strong>\u201d.<\/li><li>Select \u201c<strong>Profile<\/strong>\u201d and then select \u201c<strong>Name<\/strong>\u201d<\/li><li>Now, click \u201c<strong>Done<\/strong>\u201d.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/04\/5.Select-Field.jpg\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/04\/5.Select-Field.jpg\" alt=\"Select Field to Display\"><\/a><\/center>\n<font size=\"2\"><center><i>Select Field to Display<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Most importantly, select \u201c<strong>Equal<\/strong>\u201d Operator and enter the Profile name in value field<\/li><li>Finally, select \u201c<strong>Done<\/strong>\u201d<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/04\/6.Profile-Name.jpg\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/04\/6.Profile-Name.jpg\" alt=\"Profile Name\"><\/a><\/center>\n<font size=\"2\"><center><i>Profile Name<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Save changes and activate the page<\/li><\/ul>\n\n\n\n<p>As a result, you can show related list based on user profile for any object\/entity.<\/p>\n\n\n\n<p>We hope you may find this blog resourceful and helpful. If you still have concerns and need more help, please contact us at <a href=\"mailto:salesforce@greytrix.com\">salesforce@greytrix.com<\/a>.<\/p>\n\n\n\n<p style=\"text-align: justify\"><b>About Us<\/b><\/br>\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a> \u2013 a globally recognized and one of the oldest Sage Development Partner and a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG across the globe. We offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.<br><br> Greytrix has some unique solutions for Cloud CRM such as <a href=\"\">Salesforce Sage integration<\/a> for <a href=\"https:\/\/www.greytrix.com\/sage-x3-erp\/integration\/\">Sage X3<\/a>, <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-100-integration\/\">Sage 100<\/a> and <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-300-integration\/\">Sage 300 (Sage Accpac)<\/a>. We also offer best-in-class Cloud CRM <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/crm-development\/\">Salesforce customization and development services<\/a> along with services such as Salesforce <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/data-migration-support\/\">Data Migration<\/a>, <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/crm-development\/\">Integrated App development<\/a>, Custom App development and Technical Support business partners and end users. Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU&#x2122; integration for Sage ERP \u2013 Salesforce is a 5-star rated app listed on <a href=\"https:\/\/appexchange.salesforce.com\/appxListingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noopener\">Salesforce AppExchange<\/a>.<br> The GUMU&#x2122; Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.<br><br> For more information on our Salesforce products and services, contact us at <a href=\"mailto:salesforce@greytrix.com\">salesforce@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n\n\n\n<p><strong>Related Posts<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2021\/01\/22\/salesforce-how-to-get-row-index-of-lightning-table-rows\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Salesforce \u2013 How to get row index of lightning table rows<\/strong><\/a><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2021\/02\/25\/configure-launch-pad-in-salesforce-lightning-experience\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Configure Launch Pad in Salesforce Lightning Experience<\/strong><\/a><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2021\/01\/20\/how-to-add-lightning-web-components-as-custom-tabs-in-salesforce\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>How to add Lightning Web Components as Custom Tabs in Salesforce<\/strong><\/a><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2020\/12\/30\/how-to-activate-and-add-salesforce-lightning-component-on-community-experience\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>How to Activate and Add Salesforce Lightning component on Community experience<\/strong><\/a><\/li><\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this blog, will see how to provide permission to view the related list in Lightning experience. This can be done using Lightning App builder without writing a single line of code. Consider the scenario where you want only \u201cSystem Administrator\u201d Profile should be able to view the Opportunities related to the Account. To make\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2021\/04\/06\/displaying-related-list-based-on-user-profile-in-lightning-experience\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[1124,1126,111,206,208,220,221,1125,987,1123,305,1127,564,651,806,1128],"class_list":["post-6140","post","type-post","status-publish","format-standard","hentry","category-salesforce-srv","tag-component-visibility","tag-edit-page","tag-enhanced-list","tag-lightning","tag-lightning-component","tag-list-view","tag-listhierarchy","tag-permission","tag-profile","tag-record","tag-related-list","tag-related-list-single","tag-related-list-records","tag-salesforce-lightning-component","tag-user","tag-user-based-related-list"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/6140","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/comments?post=6140"}],"version-history":[{"count":1,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/6140\/revisions"}],"predecessor-version":[{"id":6147,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/6140\/revisions\/6147"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=6140"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=6140"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=6140"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}