Intelligent Related List
AGrid's Intelligent Related List feature empowers users to establish virtual relationships between objects, even when traditional lookup or master-detail relationships are not in place. This feature allows users to easily find connections between different objects and retrieve records based on specific field values. This means you can see more details, including Grandchild Objects, Sibling Records & Objects and even Hierarchical Children.
While Salesforce provides alternatives like Junction Objects or custom reports, they don't offer the same extensive ability to view records across related or unrelated objects. AGrid steps in to offer users a more straightforward and powerful way to explore data relationships, ensuring efficient access to relevant information.
Intelligent Related List Field Details
Object:
a. Select the object to establish the relationship.Name:
b. Provide a unique name at the configuration level.Add Condition:
a. Add filters to create a relationship between the List View Object and the selected related object.
b. On the Source side, select the field you want to.
c. The selected related object will appear under Global Variables.
· d. Admins can leverage this option to define filters using related object fields.
How to create Intelligent Related Lists
Next, let's walk you through the straightforward process of creating Intelligent Related Lists in AGrid.
Open or Create Configuration:
a. Begin by opening an existing configuration or creating a new one.
b. Add desired columns to your configuration.Accessing Intelligent Related List Tab:
a. Click on the "Intelligent Related List" tab within the AGrid Configuration.Setting Up Relationship:
a. Select the Object you want to establish a relationship with.
b. Provide a unique name in the "Name" field.Adding Conditions and Filters:
a. Click on "Add Condition" to initiate the relationship.
o When adding multiple filters, each filter is numbered.
o You can use AND, OR, and Custom logic to fine-tune your results.
b. Apply filters to define the connection between the Configured Object and the selected related object.Configuration Object Fields and Global Variables:
a. Configuration object fields appear under Field Name on the Source side.
b. Selected related object fields appear under Global Variables on the Destination side.Saving Configuration:
a. Click the "Save" button to finalize your Intelligent Related List configuration.
b. Add them to a Lighting Page to see it in action. Learn more.
NOTE: You can add multiple Intelligent Related Lists in a configuration. Provide a unique name in the "Name" field to differentiate between them.
Use Case: Grandchild Object
Imagine the need to view all Opportunity Products related to an Account's Opportunities on the Account record detail page. However, Salesforce doesn't inherently support this functionality, as Accounts serve as the parent object and Opportunity Products as the grandchild object.
AGrid's Intelligent Related List addresses this issue by offering a streamlined solution. By configuring AGrid for the "Opportunity Product" object and creating an Intelligent Related List filter on the "Account" object, users can seamlessly track which Opportunity Products are associated with specific accounts.
Steps to Set Up Intelligent Related List Filters:
Create an AGrid configuration for the "Opportunity Product" object.
Utilize Intelligent Related List with a filter for "Account" to display line items related to the product on the “Account” object.
a. In this scenario, "Opportunity Product" is a child record to "Opportunity" and a grandchild to the original "Account."Use the “Add Related Filters” button to create a filter for the “Account” Object.
Create a unique “Name” for this filter as you will need it later.
On the left (Source side), select a Field from the configured Object's (Opportunity) fields.
Select an Operator.
On the right (Destination side), select the corresponding field from the Object you are setting up the Intelligent Related List filters for (Account).
Click save.
Use Case: Hierarchical Children
Sales representatives frequently encounter scenarios where they need to access opportunities associated with parent accounts or higher-level account hierarchies from child records. Salesforce limitations restrict viewing hierarchy records of the same object, failing to address this cross-object relationship requirement.
AGrid provides a solution to this challenge by allowing users to configure Intelligent Related List filters. By setting up AGrid for the "Opportunity" object and creating a filter on the "Account" object, users can effortlessly track opportunities up to five levels deep from their associated accounts.
Steps to Set Up Intelligent Related List Filters:
Configure AGrid for the "Opportunity" object.
Create an Intelligent Related List filter on the "Account" object.
Name the filter uniquely for future reference.
On the left (source) side, select a field from the configured Opportunity object.
Choose an operator.
On the right (destination) side, select a field from the Account object.
Repeat the same steps to achieve up to five levels of hierarchy record details.
Set up the criteria to “Any Conditions are met (OR)”, indicating that if any of the hierarchy accounts have related Opportunities, this intelligent related list filter would display them.
Save the filter configuration.
Use Case: Sibling Objects
Imagine needing to monitor all related Opportunities of an Account on the Case Object to stay informed of new deals under an Account. Salesforce lacks direct support for viewing one Sibling Object’s records on another with a common parent.
Steps to Set Up Intelligent Related List Filters:
Utilize an Intelligent Related List with a filter for the "Case" object to display related opportunities on the case object. In this scenario, "Case" and “Opportunity” are Sibling Objects to "Account".
Name the filter uniquely for future reference.
On the left (source) side, select a field from the configured Opportunity object (Opportunity).
Choose an operator.
On the right (destination) side, select a field from the Case object.
Save the filter configuration.
Use Case: Sibling Records
Sales representatives need to efficiently manage deals and stay informed about their own opportunities. However, Salesforce lacks the capability to display sibling records directly on an Opportunity record detail page, particularly those owned by the same user.
By leveraging AGrid, you can swiftly configure an Intelligent Related List filter on the "Opportunity" object for the same object itself, considering the Account as its parent. In this setup, Opportunity acts as both the source and destination, enabling users to view all their sibling records directly on an Opportunity detail page.
Steps to Set Up Intelligent Related List Filters:
Create an AGrid configuration for the "Opportunity" object.
Utilize Intelligent Related List with a filter for the "Opportunity" object to display sibling records on the Opportunity record detail page, considering they share the same Owner.
Name the filter uniquely for future reference.
On the left (source) side, select a field from the configured Opportunity object.
Choose an operator.
On the right (destination) side, select a field from the Opportunity object itself.
Save the filter configuration.
Use Case: Unrelated Records
Imagine managing sales operations in Salesforce and needing to view case records associated with specific opportunities. Salesforce lacks a built-in feature to directly display unrelated records like cases related to an opportunity's account.
Marketing team managers often face the challenge of efficiently tracking leads generated from various sources and mapping them to individual campaign records. However, Salesforce lacks the capability to directly display unrelated object records, such as leads, on a campaign detail page.
By leveraging AGrid, you can swiftly configure an Intelligent Related List filter for the "Leads" object on the "Campaign" object. In this setup, the Leads object serves as the source, and the Campaign object acts as the destination, enabling users to view all related lead records directly on a campaign detail page.
Steps to Set Up Intelligent Related List Filters:
Create an AGrid configuration for the "Leads" object.
Utilize Intelligent Related List with a filter for the "Leads" object to display lead records on the Campaign detail page.
Name the filter uniquely for future reference.
On the left (source) side, select a field from the configured Leads object.
Choose an operator.
On the right (destination) side, select a field from the Campaign object.
Save the filter configuration.
Feel free to use these simple examples as a starting point to create your own configurations in the AGrid Configuration. Experiment and tailor Intelligent Related Lists to suit your specific needs effortlessly.