January 26, 2026

Intelligent Related Lists in Salesforce: Go Beyond Native Related Lists

Approx 20 min read
Krisha Panchamia
Krisha Panchamia
Author

Table of Contents

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Why OpenAI is Transforming Equipment Repair
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Why OpenAI is Transforming Equipment Repair
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When Salesforce Record Pages Don’t Show the Full Picture

Salesforce record pages are meant to give users everything they need in one place. In practice, that rarely happens.

Day to day, users often run into situations like:

  • “I know this data exists but I can’t see it from this record.”
  • “These records are related, but Salesforce won’t show them together.”
  • “Why do I need a report just to answer this?”

Native Salesforce related lists work only when a direct lookup or master-detail relationship exists. Even with Dynamic Related Lists and recent Lightning improvements, visibility still stops at the schema boundary.

That gap shows up in everyday work:

  • Context is split across multiple records
  • Users jump between tabs to understand one situation
  • Reports become a workaround for simple record-level questions

This is where Salesforce starts to feel fragmented—not because the data is missing, but because it isn’t surfaced where users need it.

What Is an Intelligent Related List?

An Intelligent Related List (IRL) is AGrid’s way of extending Salesforce related lists beyond direct relationships.

Instead of relying only on lookups, IRLs allow admins to surface records using logical relationships and relationship traversal—placing meaningful data directly on the record page.

With AGrid, admins can:

  • Display records that are contextually related, even without a direct lookup
  • Traverse relationships across multiple levels (up to five levels deep)
  • Keep users on the record page instead of sending them to reports or searches

The result is better visibility, fewer clicks, and record pages that actually reflect how teams work.

Why Intelligent Related Lists Matter on Record Pages

When the right records aren’t visible in context, productivity slows down:

  • Users rely on memory instead of data
  • Simple questions take multiple steps to answer
  • Important signals are missed because related data is out of sight

Intelligent Related Lists close this gap by making Salesforce record pages more informative—without changing the data model or adding custom code.

Where Native Salesforce Related Lists Fall Short

AGrid’s Intelligent Related Lists are designed to solve the most common record-page visibility gaps in Salesforce:

Each use case has its own dedicated blog so readers can jump straight into the scenario they care about and see how it’s configured in practice.

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