Show Extended Record and Polymorphic Relationships with the Related Record Component

Now your agents can look up more information with fewer clicks. Agents can use the updated Related Record component to look up two levels of record relationships to get more context for their customers.

Where: This change applies to Lightning Experience in the Group Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

Who: To create and save Lightning pages in the Lightning App Builder, users need the “Customize Application” permission. To view Lightning pages in the Lightning App Builder, users need the “View Setup and Configuration” permission.

Why: Now agents can look up a field value on the related record that’s associated with another record. For example, an agent can look up the account for a contact that’s related to a case. Previously, the agent could look up only one level of a record relationship. So, they could look up the contact that’s related to the case, but not the account that’s associated with the contact that’s on that case.

Now, agents can also look up polymorphic fields on the Related Record Component. For example, the Tasks Related To field can take a value of a Case, Account, or Opportunity, and so on. Then the agent can select the lookup field type “Case” and from there display the case. Previously, polymorphic fields weren’t supported in the Related Record Component.

How: On the Lightning App Builder, select your record page and add the Related Record component to the page. Specify the first record lookup, and then specify the second-level lookup. You must specify a first-level lookup before you can add a second-level lookup. The second-level lookup must be a field that’s accessible from the first record lookup.

To let users look up polymorphic fields, select a polymorphic lookup field type on the first-level lookup or on the second-level lookup.