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![]() ![]() Workarounds exist but usually involve writing code or using a third-party app. There are two big ideas on the Idea Exchange requesting this very feature and are tentatively on the road map (safe harbor): Sounds reasonable, right? Unfortunately, as of this writing, Salesforce currently does not natively support filtering related lists. ![]() Or for customers who track forecasting opportunities along with actual orders in same Opportunity object but with different record types, how to show them in different related lists. Or filter out HubSpot noisy activities from the real meetings and logged calls entered by the sales team. 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?Ī common request I get is how to filter the Contacts related list on Account page, for example, to separate out “Active vs. In this post I will show you how to use native related lists to separate and filter records with NO code and NO visualforce. Check out this great video to see Enhanced Related Lists in action.Įnhanced Related Lists may be all you need before implementing the solution outlined in this blog post.
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