Embed Related Lists
Related Lists let you embed Salesforce list data directly inside a Folio Doc, so the record narrative and the record data live in one place.
Use Related Lists when you want the Document to include an up-to-date view of linked record data (for example: Open Opportunities, Contacts, Cases, or Assets) without switching to a different Salesforce tab.
Embed a Related List
- In a Folio Doc, insert a Related List component (location and naming may vary slightly by org).
- Choose the Related List you want to embed (for example: Opportunities on an Account).
- Configure how it should render inside the Document.
Control columns
For each embedded Related List, you can choose which columns appear. Typical configuration includes:
- Add/remove columns
- Reorder columns
- Set column widths (where supported)
Apply filters
Embedded Related Lists can be filtered so the Document shows exactly what matters. Examples:
- Opportunities where Stage ≠ Closed Won/Closed Lost
- Cases where Status = Open
- Contacts where Role = Executive Sponsor
When filters are applied, the embedded list updates as the underlying Salesforce data changes.
Tips
- Related Lists are best paired with Live Fields and Record Links so readers can jump to the source record and still see key fields inline.
- If you need a narrative explanation of why the data matters, put it above the Related List so the Document reads top-down.
Related: Link Documents to Records · Insert Mentions with @