Edit Action On Related List For Lightning Experience

The Lightning user interface in Salesforce requires an extra click compared to the Classic UI to access the 'Edit' action on the Contact list in the Account page. This has been addressed by using a formula field and URL hack that simplifies this process.

On the Account page, we have the ‘Edit’ action on the related Contact list in Salesforce’s 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 the ‘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 the Contact object with the return type as Text.

Formula:

HYPERLINK(
https://[custom 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:

Arun Kumar
Arun Kumar

Arun Kumar is a Salesforce Certified Platform Developer I with over 7+ years of experience working on the Salesforce platform. He specializes in developing custom applications, integrations, and reports to help customers streamline their business processes. Arun is passionate about helping businesses leverage the power of Salesforce to achieve their goals.

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