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Partners Related List for Lightning Experience

By GyanSys Inc

View and manage account and opportunity partners in Lightning Experience

Free  

Never requires payment

Try It
Industries
Consumer Goods
High Tech
Retail
Business Need
Partner Management
Requires
Sales Cloud

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.

  • Post-install Instructions

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
None

App Details

Version
GS_LXPartner Component/1.24 1.24.0
Listed On
03/20/2017
Latest Release
06/21/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 9
App Builder: 0
Community Builder: 2
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.24.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
06/21/2022

Additional Details

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

Need help?

GyanSys Inc

Carmel, IN, USA

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