[SalesForce] Set name of related list on contact

I have Opportunities that link directly to a contact with a custom master detail field, and that link to a contact via a Contact Role. One Opportunity record type (general) will use the custom Master-detail field. The other record type (department) uses the contact role. This means on my contact that we have two related lists for Opportunities. I'm wondering if there way a way to rename only one of them, preferably the contact role one. I'd want to name it something like "Departments".

Best Answer

The documentation for renaming related lists can be found here.

As you wish to rename a standard object, it looks like this won't give you what you want because if you rename the Opportunity object to something else, then you will still have two Opportunity related lists on the contact page, just with a different name.

If there's a valid business reason, you could use contact record types and page layouts to just have 1 Opportunity related list.

Another approach, if you really wanted to, would be to grab the data from one object, and automatically insert it into a custom object, and you would have the autonomy to rename the custom object related list whatever you wished and display that on the contact page layout too. Process Builder should suffice here, you no coding required.

Related Topic