Click Recently Viewed and select the All list view. Click the gear icon then select Select Fields to Display from the dropdown. Use the Add arrow to move these fields to the Selected Fields column, in order. Click Save. You can also create a custom list view for your own use.
Table of Contents
How to add more fields to related list in Salesforce?
Salesforce Hack: How-to Add More Fields to Related Lists. 1 Step 1. Navigate to the Page Layout that you wish to add more fields to a Related List for. You can access the Page Layout via the Setup menu or the … 2 Step 2. 3 Step 3. 4 Step 4. 5 Step 5. More items
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 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 field in Salesforce classic?
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.
How do I add more fields in Salesforce list view lightning?
To add columns to the Recently Viewed list, select one or more fields from Available Fields and click Add. To remove columns, select one or more fields from Selected Fields and click Remove. Order columns by selecting one or more fields from Selected Fields and clicking Up or Down. Click Save.
How do I customize 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.
How do I edit a list view field in Salesforce?
To edit fields in one row of a list view:From the list, hover over the cell to edit, and then click. . Or, double-click the cell.Make your change in the editable cell or cells. A Save button appears at the bottom of the list view.Click Save.
How do I change a field in list view?
Click the label name of the object for the Recently Viewed list you want to modify. From the menu of links at the top of the page, click Search Layouts. and select Edit. Recently viewed lists use the Search Results search layout in Lightning.
How do I control 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…
How do I enable inline editing in Salesforce list view?
Go to Setup and search for User Interface. You can also go through the path of Platform Tools > User Interface > User Interface or Build/App Setup > Customize > User Interface (last option). Select Enable Inline Editing and Enable Enhanced Lists then Save. 1.
How do I edit list views?
To edit or delete any view you created, click Edit next to the View drop-down list. Administrators and users with the “Manage Public List Views” permission can also edit or delete public views and some of the standard force.com views.
Can we edit recently viewed list view in Salesforce?
We are able to edit the Recently Viewed List View, as a System Administrator, by going under Setup, and using the Object Manager to find the Object in question.
How do you add a column to a related list in Salesforce lightning?
In Lightning, go to Setup then Object Manager and find the object on which the related list based. Drill down on the object name and select Search Layouts and then Search Results, click dropdown and select Edit. Add the columns you want (move from Available to the Selected fields), arrange their sequence and Save.
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.
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 ( ).
Step 1
Navigate to the Page Layout that you wish to add more fields to a Related List for. You can access the Page Layout via the Setup menu or the Edit Layout on the object itself.
Step 2
Once you are on the edit screen of the Page Layout, navigate to the Related List that you wish to adjust the number of fields for. Select the wrench icon beside the Related List as shown below:
Step 3
If you attempt to add more than 10 fields you will receive the error message shown below:
Step 4
In Chrome type Control + Shift + J to launch Chrome’s Console on PC (For Mac Users, type Control + Option + J). If you are using Firefox Control + Shift + K on PC (For Mac Users, type Command + Option + K) The following screen should appear:
Step 5
Copy and Paste VFEditor.MAX_RELATED_LIST_COLUMNS = x at the console prompt and press Enter. You may replace the letter x with the number of Columns (i.e. = 20) that you want to display. You can go ahead and close the console after you finish.
Step 6
Save your Page Layout. Below is an example of a Related List with more than 10 fields exposed!
