By default, sharing a list view with one user isn’t available, but the workaround in both Salesforce Classic and Lightning Experience is to use Public Groups. In these cases, you would create a group with one person. To Share a List View with a Public Group: Existing List View Open the list view to share
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What are list views in Salesforce?
Salesforce list views are a powerful reporting tool for you and your users. Create a set of standard list views to avoid repeat requests, or empower your users by teaching them to create bespoke list views, so they can grab and segment data at a moment’s notice.
Why are my Salesforce list views slow?
Salesforce list views are designed to be an efficient, speedy way to visualize your data so be sure to optimize your list view filters to get the best performance. Salesforce list views only display 2000 records – if your list view returns over 2000 results, performance will be affected (e.g. slow)
How do I search for an individual record in Salesforce list view?
If your Salesforce list view is returning a lot of results you can search for an individual record using the list view search bar. Not all fields are searchable so be sure to keep an eye out for the tooltip advising you which fields are not available for your search! 1. The search bar tooltip will display any fields that are not searchable
Can I Share my List views with other users?
It does not however allow a user to share their custom List Views with others. Manage Public List Views – This permission gives the user the ability to share and edit any public List View regardless of the object.
Can I share a list view in Salesforce?
Select Users under the “Search” drop-down. Add the specific user(s) with whom you want to share the list view. Click Save.
How do I create a private list view in Salesforce?
Required Editions and User PermissionsClick 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.
What are public list views in Salesforce?
List Views are like reports in that you can change the columns, add filters, and even show charts. They are unlike reports though in two keys ways, one, List Views are limited to the fields on the object; two, List Views can be used to edit fields directly in the list without ever leaving the page.
How do I enable manage public list views?
To give ‘Manage Public List Views’, you need to create a custom profile. On that custom profile ensure that Manage Public List Views is checked on. Then set the profile for that user to the custom profile you created. To do this, you need Enterprise or Unlimited Edition.
How do I restrict list views in Salesforce?
You may follow the below steps:Click affected Object tab.Click Edit beside the List View.Under “Restrict Visibility” | Check if the List View is: Visible to certain groups of users. Or. … Make the List View Visible to all users (Includes partner and customer portal users)Click Save.
Can community users create list views?
Although it’s not documented anywhere, Customer Portal users cannot create custom list views. They can only see (and obviously not create) public list views.
What is the purpose of list views for contacts?
List views are used to quickly segment lists of records, they allow us to action multiple records at the same time.
How do I allow users to edit list views in Salesforce?
Edit List View Filters in Salesforce ClassicClick Edit next to the list view name. If you see Clone instead of Edit, you don’t have permission to edit this list view. … In Specify Filter Criteria, change your Filter By Owner selection, if desired. … Click Save to apply your edited filters to the list view.
What is manage public list views?
If you are an administrator or a user with the “Manage Public List Views” permission, specify whether everyone or just you can see the custom view. This option is not available in Personal Edition. To see a List View, users must also have the appropriate “Read” permission on the type of records within the List View.
What are the permissions you can give while creating a list view?
Under Select Columns to Display, specify the settings that you want to appear as columns in the list view. You can add up to 15 columns. From the Search picklist, select a setting type….Create and Edit Permission Set List Views.User Permissions NeededTo create, edit, and delete permission set list views:Manage Profiles and Permission Sets
What is the purpose of list views for contacts in Salesforce?
List Views are an often unused tool in the Salesforce toolshed. With List Views you can quickly see particular segments of your data. Instead of spending the time to build a report when you just need to sort by one field (such a state or lead source), you can create a List View.
How do I enable list view controls in Salesforce?
Create a List ViewFrom the App Launcher, find and select the Sales app and select the Accounts tab.From the list view controls ( ), select New.Name the list Channel Customers .Select All users can see this list view.Click Save. … Click Add Filter.From the Field dropdown menu, select Type.Select the equals operator.More items…