How to Display a Conditional Related Record Lightning Component in Salesforce

In this video, we will cover how a Salesforce Administrator can display a related record component conditionally on an object that supports dynamic lightning pages. For this example, we’ll use the case object. Let’s say I want to display the contact details when the client is almost out of hours. Here are the steps to take to display a related record component on the case object:

  1. Edit the Lightning page layout by clicking on the Setup gear in the upper-right-hand corner, and select Edit Page.
  2. Add the conditions to the related record lightning component.
  3. Click on the component, then select Add Filter to input filter criteria.
  4. Select save.
How to Display a Conditional Related Record Lightning Component - Case Studies View

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Spencer Kunze

Spencer Kunze

Salesforce App Builder

Spencer is a brilliant app builder who had a front-row seat to the family small business so whenever a company can use Salesforce to make their lives easier, Spencer personally knows just how big an impact that can have.

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