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.
- Click 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.
Table of Contents
How to create a list view for Channel customers in Salesforce?
From the list view controls ( ), select New. Name the list Channel Customers. Select All users can see this list view. Click Save. So far, the list view is showing us all the accounts, regardless of their type or location.
How do I set up filters in the list view?
So far, the list view is showing us all the accounts, regardless of their type or location. Also, the Filters panel is now available. Let’s set up some filters. First, Erin wants to see only channel customers. Click Add Filter. From the Field dropdown menu, select Type. Select the equals operator.
How do I use list views in Salesforce lightning experience?
If you see the App Launcher icon () on the left side of the navigation bar at the top of your screen, you’re in Lightning Experience. If not, you’re in Salesforce Classic. Actions you can take for list views are available in the List View Controls menu . Some list views have predefined filter scopes and can’t be filtered.
How to edit list view filter scopes?
Some list views have predefined filter scopes and can’t be filtered. For example, the SOQL query for a generic Team list view or the Recently Viewed list view doesn’t allow further filtering of the query results. From List View Controls, select Edit List Filters.
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 unlock filters in list view 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 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 list views in Salesforce lightning?
Edit List View Filters in Lightning ExperienceFrom List View Controls, select Edit List Filters. … Click the filter you want to change.From the Filter by dropdown menu, select an operator. … For Value, make a selection or enter a value, then click Done. … Adjust your filter logic if needed.More items…
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 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 edit a list view column in Salesforce?
In the far right of the Search Results column, clickand select Edit. 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.
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.
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 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.
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.
