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Create a Grid or Related Grid in the item before adding a Related Detail tab.
1

Add a Related Detail Tab

Click New Tab and select Related Detail.
2

Choose a Source Tab

Select the Source Tab from the current item.
3

Choose a Source Key

Choose the Source Key: Id for the source record itself, or a reference field for a referenced record.
4

Name the Tab

Enter the Tab Name, or use the suggested name.
5

Save the Tab

Click Save.
The source key list includes accessible, supported record ID and reference fields. A Related Detail tab cannot be used as the source.

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Example: Account Details from Contacts

Choose a Contacts Grid as the Source Tab and AccountId as the Source Key. Focus a saved contact that has an account to display that account’s details. To display the contact itself instead, choose Id as the Source Key.

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Edit the Tab

Open the tab menu and click Edit:
  • Basic contains the tab’s name and identifying information.
  • Relationship lets you change the Source Tab and Source Key.
Click Save to apply the changes. The fields shown in the detail view come from the Salesforce page layout, rather than a grid column configuration. See Tabs for shared tab management and Item Layouts for displaying multiple tabs together.