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Partners Related List for Lightning Experience

Avatar photoGroundswell Team
On , In Business Updates

Want to manage Account and Opportunity partners in Lightning Experience? Our Lightning Component leverages out-of-the-box standard objects and configuration and replicates the related list for Lightning Experience. Simply add it to your Account or Opportunity page layout(s) and you’re ready to go

Check us out on the AppExchange here.

3 Simple Steps for Post-Installation Setup

  1. In Sales Cloud, navigate to any existing account record and click on Edit Page.
Photo os Sales Cloud application open to the accounts page. A blue box reads Post Installation setup requires 3 simple steps. another blue box pointing to the right have corner setup cog says "navigate to any existing account record & click Edit Page".
  1. Drag and drop the ‘RelatedPartners’ component to the page layout.
The second image and step to Partners Related List for lightning Experience is to Drag & drop the 'RelatedPartners' component to the layout page.
  1. Configure display options on the left and click on Save.
The third and final step points to the configure display options and you need to click on Save. this is happening in the Lightning App Builder - Account Record Page

Then you should be able to see any existing partner records on the Partner-related card.

voila! back on the accounts page in Salesforce Sales Cloud you can view the Partner Related cardon display on any existing partner records.

That’s all – now if you haven’t already, configure partners in Salesforce just like you normally would for Classic.

Troubleshooting Note: If any of your users are not able to access parts of this component, please assign them the Partners Related List User permission set included in the package. This provides the Apex Class permissions necessary to ensure the proper operation of the component.

Important Note: Partners Related List for Lightning Experience Summer 2017 Bug

There’s a bug in Summer ’17 that causes the components to not show up immediately after installation – this affects other components on the AppExchange too and not just this one. We have a support case open with Salesforce on this matter but would appreciate it if you could raise one as well.

In the meantime, please perform the following workaround:

  1. Install the package from AppExchange
  2. Go to Developer Console,  File > New > Lightning Component. Give it the name Test (or any other name – it doesn’t matter since you can delete this later), and hit Submit. 
  3. After you create the lightning component, click on the COMPONENT tab on the right-hand side and then replace the code in the new tab with the following
<aura:component implements="flexipage:availableForAllPageTypes" access="global"> <aura:attribute name="greeting" type="String" default="Hello" access="global" /> <aura:attribute name="subject" type="String" default="World" access="global" /> <div style="box"> <span class="greeting">{!v.greeting}</span>, {!v.subject}! </div> </aura:component>

Then save it.

  1. Go back to Lightning App Builder and our Partner Related List component should now appear in the list. 

Disclaimer and Liability Limitation

  • USE AT YOUR OWN RISK. No warranty or support, explicit or implied, is provided for this application.
  • This app is UNSUPPORTED. We may update the package from time to time to incorporate feedback and/or bug fixes at our discretion.

Copyright © 2017, Groundswell Cloud Solutions Inc. All Rights Reserved.

The software is provided “as is”, without warranty of ANY KIND, express or implied, including but not limited to the warranties of merchantability, fitness for a particular purpose, and non-infringement. In NO EVENT shall Groundswell Cloud Solutions Inc. (or any of its officers, directors, employees, consultants, agents, or affiliates) be liable for any claim, damages or other liability whatsoever, whether in an action of contract, tort or otherwise (including without limitation negligence), arising from, out of or in connection with the software or the use or other dealings in the software.

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