Allow page layouts to display fields from related objects - Ideas - Salesforce Trailblazer Community
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Allow page layouts to display fields from related objects

Customization & App Building



For usability and productivity reasons, it is often useful to be able to see parent fields and child fields on the same detail page. For example, on a Contact detail page, it may be useful to see Account fields. Or display an Asset Serial Number (custom field) on the Case Page.

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Latest Comment from Salesforce

  • Greg Rewis - 1 month ago

    With the foundation laid via Dynamic Forms, a feature based on this idea is included in the next cycle of IdeaExchange Prioritization from May 17-31. Imagine a scenario where you have information in a “related” record, such as a Broker’s details, that you would like to display, or even edit, on the same “record” page. This is known as a Spanning Field. Or a scenario where you need to view unrelated data from multiple entities on a single page.

    These scenarios are not supported today without custom component development. This effort will allow the building of multi-entity pages declaratively, directly within App Builder. 
    Help us determine the priority of this feature as we begin planning for Spring '22 and beyond. Click the Prioritization tab above or visit https://sforce.co/Prioritization

     
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