September 20, 2023

Viewing Unrelated Salesforce Object Records with AGrid List Views

Welcome to the conclusion of our Intelligent Related List series, where we will explore viewing unrelated Salesforce object records with AGrid, an Enhanced Lightning Grid in Salesforce. While Salesforce traditionally struggles with such scenarios, AGrid’s intelligent related lists step in to bridge this gap, enabling seamless connections between seemingly unrelated Objects. In this blog, we’ll dive into a practical use case, showcasing the potency and versatility of AGrid’s intelligent related lists.

Challenge: Bridging the Gap in Data Connections 

Imagine encountering a series of business scenarios where you comes to access and viewing unrelated Salesforce Object Records that extend beyond the boundaries of traditional Salesforce relationships. For instance: 

    1. You want to list Exam Centers near Contacts for proximity-based associations. 
    2. You aim to display restaurants linked to a Contact’s Mailing City for contextual decisions.
    3. You’re to track suppliers’ performance based on client geographical locations.
    4. You wish to link project teams to specific industries based on client preferences. 

These scenarios reveal a common challenge: Salesforce’s native capabilities may fall short, requiring manual cross-referencing or resource-intensive custom development.

Introducing AGrid’s Intelligent Related Lists: Your Solution 

This is where AGrid’s intelligent related lists come into play. They offer a transformative solution that not only addresses these challenges but also opens a world of possibilities for connecting and viewing records from unrelated Objects in Salesforce. Let’s dive into a practical use case to see how this solution revolutionizes your data management and decision-making. 

Step-by-Step Guide: Viewing Unrelated Salesforce Object Records

Here’s a step-by-step guide to seamlessly configuring AGrid, transforming your Salesforce experience, and streamlining your data hierarchy management: 

    1. Access AGrid Configuration: Begin by opening AGrid and accessing the Configuration for the ‘Restaurant’ Object. If you lack a tailored configuration, create a new one.
  1. Navigate to Intelligent Related Tab: On the AGrid Configuration page, go to the ‘Intelligent Related’ tab to create a connection between unrelated Objects.
  2. Add Related Filters: Initiate the process by clicking the “Add Related Filters” button.
  1. Choose the Relevant Object: Select the ‘Contact’ Object to filter and display a list of restaurants. 
  1. Name Your Intelligent Related List: Give a distinctive name for easy identification on a record detail page.
  1. Set Filters and Conditions:  
    • In the left box, choose the ‘City’ field name of the ‘Restaurant’ Object, matching it with the AGrid Configuration initially created. 
    • Select an operator based on the field’s data type. 
    • Input a specific value or utilize global variables.
    • Enhance your configuration with additional filters, updating the Logic accordingly.
  1. Save Configurations: Preserve both Intelligent Related List and primary AGrid Configuration settings.
  1. Position the AGrid Component: In the gear icon’s menu on a Contact record page, select “Edit Page” to position the AGrid component.
  2. Select the Appropriate AGrid: Choose the correct AGrid and input the assigned name for your Intelligent Related List.
  1. Save and Experience: Return to the Contact record detail page and enjoy the convenience of viewing nearby restaurants based on the Contact’s billing city i.e., viewing records across unrelated objects.

Conclusion: Let’s Continue the Journey

And that’s a wrap!! AGrid’s intelligent related lists have seamlessly bridged the gap between accessing unrelated object records and viewing records from unrelated objects, providing you with a powerful tool to streamline your workflow and enhance your business operations. This is just the beginning of your adventure into the world of seamless data connections and enhanced Salesforce capabilities. 

For a comprehensive understanding of Intelligent Related Lists, revisit our “Introduction Blog 

From there, dive into our previous three blogs, each unlocking a new aspect of AGrid’s capabilities: 

Explore how AGrid’s Enhanced Lightning Grid Salesforce can transform your Salesforce experience, and together, we’ll redefine how you interact with your Salesforce data in the most efficient and effective way possible!

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