How to add list view to home page salesforce

Create a Custom List View in Salesforce Classic.

• Click Create New View at the top of any list page or in the Views section of any tab home page.
• Enter the view name. The view name is shown in the views dropdown list.
• Enter a unique view name. The API and managed packages use this unique name.
• Specify your filter criteria. If you want more filter fields, click Add Filter Logic… and then Add Row. You can have up to 10 fields in your …
• Select the fields you want to display on the list view.
• Click Save. The view appears in the View dropdown list so you can access it later.

Full
Answer

How do I edit a list view in Salesforce?

Edit a field directly from a list view with in the list view header or next to a record detail. Edit or delete a record by selecting the dropdown next to it. Modify and create list views from your record home page with List View Controls . To change and reorder the columns displayed in a list view, select Select Fields to Display.

How to create a list view for Channel customers in Salesforce?

From the list view controls ( ), select New. Name the list Channel Customers. Select All users can see this list view. Click Save. So far, the list view is showing us all the accounts, regardless of their type or location.

Can I add multiple default list views per object in Salesforce Lightning?

This can be useful if you want to add multiple default list views per object. This feature takes advantage of Salesforce Lightning’s easily customizable navigation bar, which can be changed in a number of different ways.

How do I Pin a list view in Salesforce?

To “Pin” a list view, Salesforce users simply need to navigate to their object of choice, where they will be presented with the pin icon next to the list view. Once you select which list view you want to pin, hit the pin icon next to the related list.

How do I add a list view in Salesforce?

Create a Custom List View in Salesforce ClassicClick Create New View at the top of any list page or in the Views section of any tab home page. … Enter the view name. … Enter a unique view name. … Specify your filter criteria. … Select the fields you want to display on the list view. … Click Save.

Can you add a list view to a dashboard in Salesforce?

So yes, you will need to create a report and have that displayed and then you link that drill-down to the url of your list view.

How do I add a list view as a tab in Salesforce?

How to Promote List View as a Tab in SalesforceChange the ‘List View’ to select the desired one.Click the ‘Down Arrow’ besides Object’s tab & then ‘+ Open (List View Name)…. … List View is opened as a Tab in Navigation Bar. … Your favorite List View is added as a Navigation Item in the App.More items…•

How do I customize my Salesforce home screen?

Go to Setup | Customize | Home | Home Page Layouts Click the New button and select a layout you’d like to model the new one from. Give the new layout a name. Select the components you’d like to include. Click Next to select the order you would like the components to appear on the page.

How do I view list views in Salesforce?

You can search for records in a list view using the list view search box. Click the search box or use the keyboard shortcut g+f, and then enter your query. The list view search looks at all searchable fields even if the corresponding columns aren’t shown in the list view.

How do I enable list view controls in Salesforce?

Go to Salesforce and click on ‘list view controls’ on the list view you would like to see. Once this drops down, then click on Sharing Settings. You want to ensure that you have ‘All users can see this list view’ selected. Once this is complete you should be able to see your custom list view on Owler Pro.

How do you make a list view default in Salesforce?

2. Default List View as a TabNext, select the drop-down arrow next to the object to show more options. Click on the bottom menu item that allows you to open the list view in a new tab.If you look at the end of your navigation bar, you should see the tab you have just opened.

How do you display list view in lightning component?

To create a list view, specify which object to render with the objectApiName attribute and which list view to use with the listName attribute. The list view doesn’t require additional Apex controllers or Lightning Data Service to display record data. This example displays a list view of Accounts with five rows.

Where are list views stored in Salesforce?

List views are stored within a CustomObject component. The component can represent a custom object or a standard object, such as an account.

How do I set my homepage in Salesforce?

While editing a Lightning app, select the Pages tab, click Open Page, then click Activation and select Set this page as the default Home page. In Setup—Enter Home in the Quick Find box, then select Home. Click Set Default Page and select a page. To restore the standard Home page, select System Default.

Can users customize their home page in Salesforce lightning?

Yes, Virginia, You Can Customize Your Lightning Experience Home Page. Give your users everything they need to manage their day from the Home page in Lightning Experience. Your sales reps can see their quarterly performance summary and get important updates on critical tasks and opportunities.

How many dashboards can be displayed in the home page at once?

3The limit is 20 components per dashboard, but when you try to display them on home page you can show 3 only. A dashboard filter can have up to 50 values.

Create a List View

Since users don’t need an admin to create list views for them, Maria’s going to go get some coffee, and we’ll step into the shoes of one of her coworkers, Erin Donaghue. Erin’s a new sales rep for Ursa Major Solar, focusing on channel customers in the United States. She wants to set up a custom list view so she can see only those types of accounts.

Customize a List View

You’ve created a custom list view and added filters, but there’s even more you can do. Erin doesn’t want to see certain columns, and wants to add others. Let’s start there.

Create a List View Chart

List view charts help you visualize your list view data. Erin wants to see which accounts represent the most overall pipeline value, so she’s going to add a chart to the All Opportunities list view. Let’s follow along.

Hands-on Challenge

You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.