Required Editions and User Permissions.
- From List View Controls, select Edit List Filters. Alternatively, click .
- Edit, remove, or add filters to view only the records that meet your filter criteria. You have different options depending on the field you want to …
- From the Filter by dropdown menu, select an operator. For example, choose equals, starts with, or excludes.
- For Value, make a selection or enter a value, then click Done.
- Adjust your filter logic if needed. The filter logic statement can’t reference a filter number that doesn’t exist.
Table of Contents
How to edit recently viewed list views in Salesforce Lightning?
Oddly, there is no option to edit the out-of-the-box Recently Viewed List Views from the front end of Salesforce Lightning. We can modify the other out-of-the-box List Views, such as My Accounts, by renaming them, modifying filters, changing columns, etc.
What is recentlyviewed in Salesforce API?
RecentlyViewed | Object Reference for the Salesforce Platform | Salesforce Developers Represents records or list views that the current user has recently viewed or referenced (by viewing a related record). List views are available in API version 29.0 and later. Skip Navigation Share your feedbackabout our new site. Salesforce Home
What is the recently viewed list view?
Note The Recently Viewed list view is the default pinned list for all objects. Was this information helpful? Let us know so we can improve!
When is a record considered viewed in Salesforce?
A record is considered viewed when the user sees the record details, but not when the user sees the record in a list with other records. Use this object to programmatically construct a list of recently viewed items specific to the current user.
How do you add a field to recently viewed list view?
Recently viewed lists use the Search Results search layout in Lightning. In Classic, recently viewed lists use the Tab search layout. To add columns to the Recently Viewed list, select one or more fields from Available Fields and click Add.
How do I add a filter to a list view 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.
Can we edit recently viewed list view 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. The Gear which leads to Setup in Lightning offers quick access to the current Object’s Object Manager Page through the Edit Object link.
How do I add a filter to list view?
To make the view displayable on a board, edit the filters on your list view. On the Filters panel, select Add Filter. Choose Opportunity Record Type and the equals operator, then input the value of the record type you want. Your edited list view can now be displayed on the board.
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 manage list views 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…
Why are there two recently viewed list views Salesforce?
The name of this view includes the name of the object. For example, this list view for accounts is called Recently Viewed Accounts. These two list views, Recently Viewed and Recently Viewed Objects, show the same records. The Recently Viewed Objects list view isn’t deletable, filterable, or editable.
How do I hide recently viewed list in Salesforce?
To do so, go to Setup > Manage Users > Profiles > [Select Profile] > Object Settings >Accounts. Click Edit and change Tab Settings to Tab Hidden.
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.
How do I add a field to a list view in Salesforce lightning?
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….Click Add Filterand enter these details:Field: Out-of-State.Operator: equals.Value: True.
How do I change the list view buttons in Salesforce?
Business Use caseNavigate to Setup | Object Manager | Lead | Search Layouts for Salesforce Classic.Edit the List View by selecting the dropdown next to it.Uncheck the New[New] from the Standard Buttons list. Use this list view to add or remove any buttons from the list views. … Once you’re done, click on the Save.
Unable to Edit Using List View Controls
You could, for instance, try to Edit the Recently Viewed List View using the gear off the to the right. This is how we can create, edit or delete other List Views in Salesforce Lightning. Oddly, there is no option to edit the out-of-the-box Recently Viewed List Views from the front end of Salesforce Lightning.
Go to Object Manager Under Setup
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. The Gear which leads to Setup in Lightning offers quick access to the current Object’s Object Manager Page through the Edit Object link.
Editing Search Layouts
Editing Search Layouts is simple- you just need to identify which fields you want displayed and click Save. Use the arrows to Add or Remove columns. There are a few unrelated controls which hark back to Salesforce Classic- specifically the ability to allow Users to Override Search Results and add Custom Buttons. Neither applies to Lightning.
Special Usage Rules
The RecentlyViewed object does not support the Event, Task, Report, KnowledgeArticle, and Article objects.
Usage
This object provides a heterogeneous list of different object types. The list consists of recently viewed records, records that were recently referenced (a related record was viewed), or recently viewed list views.
Demystifying ‘Recently Viewed’ List Views
Unable to Edit Using List View Controls
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You could, for instance, try to Edit the Recently Viewed List View using the gear off the to the right. This is how we can create, edit or delete other List Views in Salesforce Lightning. Oddly, there is no option to edit the out-of-the-box Recently Viewed List Views from the front end of Salesforce Lightning. We can modify the other out-of-the-box List Views, such as My Accounts, by renamin…
Go to Object Manager Under Setup
-
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. The Gear which leads to Setup in Lightning offers quick access to the current Object’s Object Manager Page through the Edit Object link. In this case we want to change the columns that appe…
Editing Search Layouts
-
Editing Search Layouts is simple- you just need to identify which fields you want displayed and click Save. Use the arrows to Add or Remove columns. There are a few unrelated controls which hark back to Salesforce Classic- specifically the ability to allow Users to Override Search Results and add Custom Buttons. Neither applies to Lightning. Once we return to the Account Tab and r…