Table of Contents
How do I favorite a list view in Salesforce?
Favorite a List View 1 With your list view selected, click the star icon in the top, right-hand corner of the screen 2 Retrieve your Favorites from anywhere in Salesforce by clicking the dropdown arrow next to the star icon More …
How do I Pin a list in Salesforce?
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. You can also choose which fields to show in a list and editing filters that you’ve applied.
How does the list view for leads look in Salesforce classic?
Here’s an example of how the same list view for Leads looks in both interfaces. At first glance, things don’t seem too different. The All Open Leads list view in Salesforce Classic (with the green leads icon in the upper-left corner) and in Lightning Experience (with the orange leads icon).
What is the default display option for Salesforce list views?
The default display option for Salesforce list views is “ Table View ”. Similar to a spreadsheet, the “Table View” display will allow you to easily view your data in rows, wrap text, and resize or sort by any column. 1.
How do I enable feeds in Salesforce?
Enable and Customize Feed TrackingFrom Setup, enter Feed Tracking in the Quick Find box, then select Feed Tracking.From the list of objects, select Contact (1).Select Enable Feed Tracking (2).Select up to 20 fields (3).Click Save.
How do I turn off list view controls in Salesforce?
If editing the profile isn’t suitable for you, you can go to Setup > Create > Objects > YourObject (for Custom Object) and search for YourObject List View in the Search Layouts section. When you click Edit, Salesforce will show up a page where you can enable/disable the buttons that appear in list views.
How do I create a list view in Salesforce Classic?
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.
Where is Chatter feed in Salesforce?
In Salesforce Classic, you typically access Chatter features from the sidebar on the Chatter tab. In Lightning Experience, access Chatter, colleagues’ profiles (People), and groups from the App Launcher. You can also get to these places from a tab or the overflow menu, depending on what’s showing.
How do I enable list view controls?
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…
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 I unlock list view filters in Salesforce?
List View Filter option is Blocked in Community PageClick 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 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 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.
How do I enable Chatter feed in Salesforce?
Enable Chatter feed tracking on the Review object.From Setup, enter Feed Tracking in the Quick Find box, then select Feed Tracking.In the list of available objects, click Review.Select Enable Feed Tracking.Select these fields: Core Competencies. Experience. Interviewer. Job Application. Leadership Skills. … Click Save.
How do I see feeds in Salesforce?
View the Chatter feed associated with a record you follow to see updates about the record. Record feeds allow you to track information for records you have access to. On the record detail page, click Show Feed to display the record feed above the account details.
How do I enable Chatter in Salesforce?
For each existing user-level permission set:In the System section, click System Permissions.Click Edit, and select Enable Chatter. The Enable Chatter permission is available in a permission set only after Chatter profile-based rollout is enabled for your org.Save your changes.
What is list view in Salesforce?
From working in Salesforce Classic, you know that list views are a great way to sort, prioritize, and analyze the records that are most important to you. As you’d expect, your existing list views are waiting for you in Lightning Experience. Let’s take a peek at the more powerful options in the new interface for creating, editing, and consuming your data (donut charts, anyone?) from lists.
Where is the lead icon in Salesforce?
The All Open Leads list view in Salesforce Classic (with the green leads icon in the upper-left corner) and in Lightning Experience (with the orange leads icon).
How to edit inline in Salesforce?
Inline edit in Salesforce Classic: Double-click an editable field, enter data in the popup window, then click Save. You have to repeat each of these steps for every field you need to update.
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.
How to create a list in Lightning Experience?
In Lightning Experience, create a list from the List View Controls menu ( ). Select New to start from scratch (or use Clone to leverage an existing list).
What is a recently viewed list view?
Each object also has a Recently Viewed list view that you can filter. It’s the list that includes the object in its name, such as Recently Viewed Leads or Recently Viewed Opportunities. Select it from the list view dropdown menu.
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 ( ).
What is Salesforce list view?
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 do you pin a list view in Salesforce?
Now you’ve created some amazing Salesforce list views, don’t forget to pin your favorite or most frequently used! Pinning a list view is a great way to improve navigation and reduce the number of clicks needed to get to the information you need.
How to retrieve favorites in Salesforce?
2. Retrieve your Favorites from anywhere in Salesforce by clicking the dropdown arrow next to the star icon.
What is the default view in Salesforce?
The default display option for Salesforce list views is “ Table View ”. Similar to a spreadsheet, the “Table View” display will allow you to easily view your data in rows, wrap text, and resize or sort by any column. #N#1. Click on the dropdown arrow next to a column and select “Wrap text” (particularly useful for fields such as Description or Next Steps)
How many records does Salesforce list view have?
Salesforce list views only display 2000 records – if your list view returns over 2000 results, performance will be affected (e.g. slow)
How to update multiple records in Salesforce?
Update multiple records at once by selecting the records, choose your field, make any changes, then apply the changes to multiple items. If you use Record Types, Salesforce list views will need to be filtered on a single Record Type before you are able to inline edit.
What happens if you don’t pin a list view?
If you choose not to pin a list view, every time you navigate to a tab, you will see your Recently Viewed list view by default.
