#SalesforceSpring24 – Display Fields from Related Objects in Dynamic Forms

#1MinuteTip #SalesforceSpring24 You can now display fields from lookup relationship objects on a lightning page. There is no need to create formula fields just to display the values from the parent object.

Product Area: Lightning App Builder

In the following screenshots, we will see how to show the Contact’s email and phone number on the Case record.

1. In the Lightning App Builder on “Case” object, navigate to “Fields” tab, search for the lookup relationship field and navigate to the lookup relationship object.

Traverse to the lookup object from the lookup relationship field

2. In the Lookup object, drag and drop fields on the page layout.

Add fields from the lookup object to page layout

3. And now you can see the email and phone number of the contact on the case page. Previously this required creating formula fields on the case object.

Display fields from the related lookup object

References & Useful URLs

  • For Related Spring ’24 Release Note Article – Click Here

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