Have your users ever asked for a way to filter related lists or have multiple related lists that separate records based on criteria – much like how Open Activities and Activity History related lists separate Task records based on their status? In this session I will show you how to use native related lists to separate and filter records with NO apex code and NO visualforce, just a dash of Process Builder and some custom lookup fields. This talk is based on my blog post: https://douglascayers.wordpress.com/2015/11/18/salesforce-filter-related-lists-without-code/

1. Filtered Related Lists
Without Code
Nashville Salesforce Users Group
Doug Ayers
3/31/2016

2. Doug Ayers
• Senior Developer @ Virsys12
• Nashville Salesforce Developers Group
• 3+ years Salesforce Administration / Development
• 8+ years Java Enterprise Web Development
• @DouglasCAyers
• github.com/DouglasCAyers
• douglascayers.com

3. This is a story about User Experience (UX)
http://www.adminhero.com/adoption/
http://cloud4good.com/announcements/six-steps-to-improve-user-experience/

4. Problem: One Related List of Mixed Data

5. Users Want Records Separated by Purpose
Custom
Criteria
Record
Type
Status

6. We all want happy users, right?

7. Same Object, Different Related Lists

8. Same Object, Different Related Lists
DifferentTitles

9. Same Object, Different Related Lists
Different Columns

10. Same Object, Different Related Lists
Different Buttons

11. Example: Active vs. Inactive Contacts
How can we separate these records into two lists?

12. IdeaExchange –Vote Early,Vote Often!
http://bit.ly/IdeaFilteredRelatedListsByAdmin
http://bit.ly/IdeaFilteredRelatedListsByUser

13. Workaround 1: Custom Report Links

14. Workaround 2:Visualforce & Apex
Custom Related Lists by Kevin Poorman (@CodeFriar)
http://noeticpenguin.github.io/Custom-Related-Lists/
• Free, Unmanaged Package
• Declarative Setup like Rollup Helper by Andy Fawcett
• Generates Apex Class /Visualforce Page for you
• You addVisualfoce page to your page layout
• Use Change Sets to deploy config to production
https://www.linkedin.com/in/kevinpoorman

16. Check out this link for more info about embedding visualforce pages on page layouts
https://developer.salesforce.com/docs/atlas.en-us.workbook_vf.meta/workbook_vf/overrides_2.htm

18. No Action Links
(Edit, Delete)

19. No Pagination

20. No Buttons

21. Open Source, ContributionsWelcome

22. Then, as my children say, “I have an idea!”

23. Lookup fields create Related Lists!
Account
Contacts Tasks Opportunities
ID = AccountId
http://bit.ly/TrailheadObjectRelationships

24. Create a Lookup field for each Related List

25. Create a Lookup field for each Related List

26. Add New Related Lists to Page Layout
Lists are empty because we
have not yet assigned account
ids to the new lookup fields.

27. Account
Contacts
Active
Contacts
Inactive
Contacts
AssignValues to New Lookup Fields
ID = AccountId ID = Active_Lookup__c ID = Inactive_Lookup__c

28. AssignValues to New Lookup Fields
Records display in the
“Contacts” related list because
their AccountId matches the
account being viewed.
Likewise, records will display in
the new related lists if the
corresponding lookup field
value matches the account
being viewed. We need to assign
these field values!

29. AssignValue to New Lookup Fields

30. Automate with Process Builder
http://bit.ly/TrailheadProcessBuilder

38. Filtered Related Lists without Code!!!

39. One Last Step… Create Custom Buttons
Buttons on related lists
populate the lookup field
corresponding to that
related list.
In this case, the “New
Contact” button on “Active
Contacts” assigned the
AccountId to the “Active
Lookup” field, not the
“Account Name”.
ID = AccountId
ID = Active_Lookup__c

40. Create “New Contact” Button

41. Create “Merge Contacts” Button

42. Add Custom Buttons to Related Lists

43. Voila!

44. Go Make Happy Users 
http://bit.ly/FilteredRelatedListsWithoutCode