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Partners Related List for Lightning Experience
View and manage account and opportunity partners in Lightning Experience
Overview
Want to manage account and opportunity partners in Lightning Experience? Our Lightning Component leverages the out of box standard objects and configuration and replicates the related list for Lightning Experience.
See How Partners Related List for Lightning Experience Works
Use out-of-box standard objects that are used by the standard Partners related list in Salesforce Classic. No custom objects or configuration; our lightning component simply pulls configuration from standard metadata.
Uses the Salesforce Lightning Design System for seamless user experience and look/feel.
Provided completely free of charge to the Salesforce community.
Simply add it to your Account or Opportunity page layout(s) and you're ready to go. That's it! NEW FEATURES: ------------------------ - Support for Summer '18 URL format - Ability to Edit Partners - If you'd like to display an additional field in the lookup for Account, fill in the optional "Additional Field to Display for Partner" attribute after you drag the component onto the page - If you'd like to hide the Opportunity field from display, untick the "Display Opportunity" attribute (checkbox) on the component IMPORTANT NOTE ---------------------------- - My Domain must be enabled to use this Lightning Component. https://developer.salesforce.com/docs/atlas.en-us.lightning.meta/lightning/intro_reqs_my_domain.htm - To configure the Partner Role picklist see https://help.salesforce.com/articleView?id=picklists_with_additional_information.htm&type=5 Our component relies on the standard out-of-box Partners object. - From Summer '19, Salesforce supports the Partners object natively in Lightning Experience. See the release notes here: https://releasenotes.docs.salesforce.com/en-us/summer19/release-notes/rn_sales_features_core_partner_related_list.htm
Categories
- Business Needs
- Partner Management
- Industries
- Consumer GoodsHigh TechRetail
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package