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Setup Guide
01. Setup Guide. Read our user guide and setup guide for using Relatable within your Salesforce environment.
Getting Started
This page covers how to: install Relatable, assign licenses and permissions, and find the app within your Salesforce
Relatable View Builder
A “View” is our term for a custom list configured using Relatable. Manage all Views from the View Builder. Create new, edit existing and delete all from this page. Use the dropdown to filter all views by parent object.
Security Considerations
The latest security architecture recommended by Salesforce brings with it advantages for managed package components. We recommend enabling this setting (ensuring you perform testing before doing so).
Add to Lighting Page
Navigate to the lightning page where you want to see your Relatable View. Edit the page, and in the custom component section, search for RelatableList. Drag the component to your desired location on the page. The component can be added to home, app or record pages.
