More/Fewer Related List Records

The User Experience (UX) in Salesforce is about as important as the data being entered into the Org.  If the UX is poor, you face adoption issues and incomplete records.  Your reports and analysis suffer because you're working with incomplete data. 

By spending time with your Users, you can uncover what field detail he/she needs to reference on a regular basis.  This is also great detail to utilize when editing the fields and order of those fields that appear under the Related List sections in the Page Layout.  What is important to you, may not be important to your end Users.  I always recommend designing for the end User in mind - not what is most convenient for you as the Admin. 

A few simple questions will help guide you to the correct list sort to implement.

One area that is sometimes overlooked is the ability to alter the record count for Related List Records.  Here are several options for controlling the display count.

ADDITIONAL TIPS:

• You can't sort by any field that is set up as a Multi-Select Picklist field.
• Picklist fields will sort by the order available in the picklist, not alphabetically (unless you've set that as your order in the picklist)
• 'All' resets the filtered display back to all records.
• 'Other' filters to record names that don't start with a letter ex. an Account named 3D.
• An Admin can create custom views on any object and share out to Groups for visibility (that way you are managing the view and changes to the object/addition of new fields)  Alternatively, you can train Users to create these views under their own logins.