Salesforce: List View Sharing As per API 39.0, looking at ListView object, we can’t retrieve who can access a list view with a simple SOQL query. But, looking at this metadata API documentation, we can retrieve who can access a list view using sharedTo field.
Table of Contents
How to create a list view in Salesforce lightning experience?
Just like in Salesforce Classic, when creating a list view in Lightning Experience you assign a name, add filters, and pick the fields to show. But the setup flow occurs in stages now. As a result, you see the actual list view as you add filters, so you can check the results of your choices in real time.
How do I edit a list view in Salesforce?
You can still edit all of a record’s details from list views. Find the Edit option in a record’s action menu. And same as in Salesforce Classic, you can update many of a record’s fields right in a list view. Hover over fields to see which ones are editable ( ) and which ones can’t be modified ( ).
What is the limit for daily API requests in Salesforce?
5 Retrieve Salesforce Daily Api Requests limit 953 How do you set the Content-Type header for an HttpClient request? 0 How to retrieve all lead fields from salesforce?
How to deploy a sharedto file back to Salesforce?
So for this sample, you work on the Account.object, let say you remove and add “group” or “role” from sharedTo. To deploy this back to Salesforce, you just need to zip the file back as in the same structure as you originally download the zip file.
How do I share a list view in Salesforce?
Salesforce ClassicNavigate to Setup | Manage Users | Public Group.Click New.Name the Public Group via the “Label” field.Select Users under the “Search” drop-down.Add the specific user(s) with whom you want to share the list view.Click Save.
Can we deploy list views in Salesforce?
When you have many List View available to all users or certain group of users, you can deploy the List View using Change Set. List View deployed will include Name, Filter Criteria, Fields and Visibility.
How do I extract list view in Salesforce?
Salesforce: List View SharingGet the “fullName” From Workbench: – select Info | Metadata Types & Components. – select Listview from the dropdown. … Prepare XML file. Copy following XML and save it to a file called “package.xml”
How do I access list view in Salesforce?
Actions you can take for list views are available in the List View Controls menu .Under List View Controls, select New. … Give your list a name and unique API name.Choose who can see this list view: just you, or all users, including Partner and Customer Portal users.Click Save.More items…
Can we deploy list views in Salesforce using change set?
A List View can be migrated using ChangeSets. You need to choose the List View Component to select your List View.
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.
Can you export list views?
The easy way to export a list view is to click on the printer icon in the top-right corner of the list view: this produces a pop-up window with a printable view. You then select the rows/columns, copy and then paste into Excel.
How do I export a list from salesforce?
Click Subscribers.Select the checkbox next to the list.Click Export.Click Next.Complete the File and Delivery dialog box. Note Use FTP for lists greater that 850 subscribers.Click Next.Choose the data to export by moving the desired attributes from the box on the left to the box on the right. … Click Export.More items…
How do I export related lists in salesforce?
The trick here is to right-click on the filter within the related list and select “Open in Window”. Once the related list is in a new window it can be exported. Enjoy!
What can you do with list views 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 restrict list view 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.
How do I view list views?
0:223:21Work with List Views in Lightning Experience | Salesforce – YouTubeYouTubeStart of suggested clipEnd of suggested clipExperience you access list views from objects home pages to change the list view click the drop downMoreExperience you access list views from objects home pages to change the list view click the drop down menu if there are lots of lists in the menu. Find the one you want quickly by searching for it.
Declarative Metadata File Suffix and Directory Location
List views are stored within a CustomObject component. The component can represent a custom object or a standard object, such as an account.
Version
ListView components for custom objects are available in API version 14.0 and later. ListView components for standard objects, such as accounts, are available in API version 17.0 and later.
FilterScope
The FilterScope is an enumeration of type string that represents the filtering criteria for the records. The valid values are listed in the table:
Wildcard Support in the Manifest File
This metadata type doesn’t support the wildcard character * (asterisk) in the package.xml manifest file. For information about using the manifest file, see Deploying and Retrieving Metadata with the Zip File.
What is pinned list?
A pinned list is the default list view for that object. A icon indicates a pinned list. To pin a different list, select a different list view and pin it instead. List View Controls menu (3) Click to access list view actions, including creating, renaming, cloning, and sharing them.
Can you edit a record in Salesforce?
You can still edit all of a record’s details from list views. Find the Edit option in a record’s action menu. And same as in Salesforce Classic, you can update many of a record’s fields right in a list view. Hover over fields to see which ones are editable ( ) and which ones can’t be modified ( ).
