How to delete a list view in salesforce

image

Delete List Views in Salesforce Essentials.

  • 1. Go to the list view you want to remove.
  • 2. Click the gear drop-down icon to the right of “Search this list…”
  • 3. Click Delete.
  • 4. Confirm you want to delete the list view by clicking the Delete button. Note: You cannot delete or modify the Recently Viewed list view. Was this …

Full
Answer


How do I delete a list view in Salesforce?

Delete a List View in Salesforce ClassicSelect a custom list view.Click Edit.Click Delete.


How do I remove list view?

Click Select Edit current view. At the top or bottom of the Edit View page, click Delete. Note: If you do not see Delete as an option, this may be the default view for the list for which you cannot delete a view.


Can we remove recently viewed list view 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.


Can you mass delete list views in Salesforce?

0:277:23Salesforce How To: Mass Delete with List Views – YouTubeYouTubeStart of suggested clipEnd of suggested clipProcess. So we’re going to work on creating a button up here that when clicked it will delete allMoreProcess. So we’re going to work on creating a button up here that when clicked it will delete all those opportunities all those accounts all those contacts that you’ve selected.


How do I hide a list view in Salesforce?

As a Salesforce admin or a user with the “Manage Public List View” permission, you can hide the list view, so only you can see it. Click Edit next to the list view name. Select Visible to certain groups of users.


How do I edit 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.


How do I change the default list view in Salesforce?

When you click on the “Leads” tab, by default, you will see your “Recently Viewed” records. If you want to change the view that you’re looking at, just click on the dropdown arrow next to “Recently Viewed”, and select the view you’d like to see on your screen.


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 change a field in recently viewed list view in Salesforce?

In the far right of the Search Results column, click arrow icon and 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 delete multiple records in Salesforce list view?

0:275:21How to Delete Multiple Contacts at Once – YouTubeYouTubeStart of suggested clipEnd of suggested clipSo here we go we got two of them here i can just click the mass delete. Button it’ll ask me if thoseMoreSo here we go we got two of them here i can just click the mass delete. Button it’ll ask me if those are the ones i want to delete. And they’re gone.


How do I bulk delete in Salesforce?

Mass Delete in SalesforceStep 1 – Click “Your Name” -> Setup -> Data Management -> Mass Delete Records.Step 2 – Choose the record type you wish to delete. … Step 3 – Specify conditions for selected items, such as “State equals New York” or “City equals Toronto”.More items…


How do I delete multiple records in Salesforce?

See Export Backup Data from Salesforce. From Setup, enter Mass Delete Records in the Quick Find box, then select Mass Delete Records and click the link for the type of record to delete. Review the information that is deleted with the records.

Leave a Comment