[Use Case] Easily Managing Detail Data in Master-Detail Relationship

In Salesforce, when setting up a Master-Detail relationship, you can view detail data through the automatically generated Related List on the Master object page. However, when managing a large amount of detail data, you might encounter some common challenges that make it less convenient:

• Limited Filtering Capabilities: It is difficult to perform complex searches and apply detailed filters, making it hard to quickly find the data you need.
• Inefficient Bulk Operations: The default list does not support bulk processing, such as Excel Export/Import, Mass Actions, and Row Actions.
• Poor Mobile Usability: On mobile devices, users must navigate to the Related List’s detail page, reducing efficiency.

To overcome these limitations, SmallBuilder Lists offers an enhanced way to manage detail data efficiently with a customizable, no-code List View. Let’s explore how it can help!

Why SmallBuilder Lists?

SmallBuilder Lists is a no-code tool that enables the creation of custom List Views with ease. By leveraging SmallBuilder Lists, you can implement the following features:

• Intuitive Search Conditions: Offers various filtering options to help users quickly find relevant detail data.
• Excel Import & Export: Allows bulk data downloads and uploads for more efficient management.
• Bulk and Individual Record Actions: Supports Mass Actions and Row Actions, enabling quick modifications to multiple records at once.
• Optimized for Mobile: Provides a mobile-friendly UI, making it easy to view and manage detail data on the go.

In this post, we will introduce how to add a custom List View to a Salesforce Master page using SmallBuilder Lists.

Step 1: Configuring the Table and Filters

1. Creating a New List

Start by creating a new list in SmallBuilder Lists. Enter a title and select the detail object (e.g., OpportunityLineItem).

2. Adding Filters and Table Fields

Add fields to configure the table and enable filters to help users quickly and easily locate the data they need.

Read more : [Use Case] Data at a Glance : Intuitive Criteria Search

Step 2: Enabling Essential Features

Once the basic list is set up, you can enhance its functionality with SmallBuilder Lists’ features to streamline detail data management.

1. Excel Import & Export

Easily manage bulk data by downloading or uploading it in a single step.

Read more : [Use Case] Import & Export : An Essential Tool for Managing Bulk Data

2. Mass & Row Actions

Perform batch operations using Mass Actions or edit individual records quickly with Row Actions. You can also integrate Screen Flows to automate complex processes.

Read more : [Use Case] Process Mass Action and Row Action on List Directly

3. Mobile Optimization

SmallBuilder Lists offers a mobile-friendly UI, allowing users to access and filter detail data seamlessly.

Step 3: Adding the List to the Master Page

Finally, add the configured list to a Salesforce Lightning Page to manage detail data efficiently from the Master object page.

How to Add the List in Lightning App Builder

1. Navigate to the Master object’s page.
2. Select Set Up > Edit Page.
3. In the Components section, go to Custom-Managed and select Related List Configurator.
4. Search for the configured list to use in List Configurator and save the changes.

Now, you can maximize efficiency in Salesforce by managing Master-Detail objects more effectively and handling detail data seamlessly! 🚀

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Have questions or need assistance? Contact us today to learn more about how we can help!