+ Start a Discussion
Eric WillisEric Willis 

Create a Custom Related List for Opportunities on an Account Object

We have been using Salesforce for about 3 years and at this point some of our Accounts have an unmanagable number of related Opportunities. I would like to create a related list that supressed Opportunities with the StageName of Close Won or Closed Lost. I understand the functionality of filtering a related list does not exist out of the box, but I think there is a way to accomplish this by embedding a Visual Force page. Item of note: all of our users use the Lightning Experience.

Any thoughts on where to start or if someone has handle this before I would welcome your insights.
Best Answer chosen by Eric Willis
SandhyaSandhya (Salesforce Developers) 
Hi,

You can do this using lookup filter and process builder automation. Refer below article.

https://douglascayers.com/2015/11/18/salesforce-filter-related-lists-without-code/
 
https://success.salesforce.com/answers?id=9063A000000p6RKQAY
 
Please mark it as solved if my reply was helpful. It will make it available for other as the proper solution.
                                             
Best Regards
Sandhya

All Answers

SandhyaSandhya (Salesforce Developers) 
Hi,

You can do this using lookup filter and process builder automation. Refer below article.

https://douglascayers.com/2015/11/18/salesforce-filter-related-lists-without-code/
 
https://success.salesforce.com/answers?id=9063A000000p6RKQAY
 
Please mark it as solved if my reply was helpful. It will make it available for other as the proper solution.
                                             
Best Regards
Sandhya
This was selected as the best answer
Eric WillisEric Willis
Sandhya,

This was perfect - thank you! With these instructions I was able to build, test and rollout this solution out in under 60 minutes.

Eric
sfdc freshersfdc fresher
hi Sandhya,

I configured using below site.
https://douglascayers.com/2015/11/18/salesforce-filter-related-lists-without-code/

But i am unable to add related lists for Account layout as I coudnt find any Active and Inactive related contact lists.
I just followed the stpes and created everything same.
how to add them in pagelayout, i couldnt see anything

help me in this