Related Lists for Life Sciences

Records in Salesforce can include details and links to other related records. The Life Sciences Cloud for Customer Engagement related list offers more customization and filtering options than standard related lists. If you create a Life Sciences Cloud for Customer Engagement workflow, you can also control the actions that users can take on related records based on the parent record’s status, user role, and other business rules. These related lists are supported both online and offline in the Life Sciences Cloud mobile app.

When you add the Customer Engagement related list to a record page, you can:

• Customize the list’s header, icon, and columns.
• Filter the records in the list.
• Populate fields on new records based on the parent record's data.
• Specify the record types that users can create.

• Get Your Org Ready for Life Sciences Related Lists
  Before you create a Life Sciences Customer Engagement related list, complete these steps.
• Create Related Lists for Life Sciences
  Add a Life Sciences Cloud for Customer Engagement related list to the page layout for Life Sciences objects, standard Salesforce objects, and custom objects. The related list appears in Life Sciences Cloud on desktop and in the mobile app.