Edit Action On Related List For Lightning Experience

On the Account page, we have the ‘Edit’ action on the related Contact list in Salesforce classic user interface as shown in the screenshot below.

But if you see the same in the Lightning experience user interface, the user first needs to click on the ‘drop down’ button icon then they can see the ‘Edit’ action option and from there they can click on ‘Edit’ action.

In the Lightning user interface, the user needs to do an extra click to do the same as they were doing in a single click in Salesforce classic user interface.

I have solved the issue with a workaround (a field and URL hack) in one of my projects.

Create a formula field on Contact object with return type as Text.

Formula:

HYPERLINK(
https://%5Bcustom domain].my.salesforce.com/” & Id & “/e?retURL=https://[custom domain].lightning.force.com/lightning/r/”
& AccountId & “/related/AccountContactRelations/view?0.source=alohaHeader” ,”Edit”)

Add the created field in the Account (Contact Related list) page layout.

Result:

Thanks

Arun Kumar

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s