How to give access to list view in salesforce

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  • Navigate to Setup | Manage Users | Public Group .
  • Click New .
  • Name the Public Group via the “Label” field.
  • Select Users under the “Search” drop-down.
  • Add the specific user (s) with whom you want to share the list view.
  • Click Save .
Salesforce Classic
  1. Navigate to Setup | Manage Users | Public Group.
  2. Click New.
  3. Name the Public Group via the “Label” field.
  4. Select Users under the “Search” drop-down.
  5. Add the specific user(s) with whom you want to share the list view.
  6. Click Save.

Full
Answer

How do I create a list view in Salesforce?

However, You can also create your list view in Salesforce and customize the Record view that how you want to see. Go to the Any Record view page. Click on the ListView Controls menu (gear icon). Select New to start from scratch (or use Clone to leverage an existing list).

How to enable enhanced profile list view in Salesforce?

Check if you have Enhanced Profile List View Feature enabled. For this, go to Setup\Customize\User Interface under Setup header Then go to Profile List View and Create a new View and add CRUD permissions for the object you need.

How do I use the list view in access?

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. Layouts icon (4) Click to toggle between displaying lists in the standard table view ( ) or the Kanban view ( ).

How to create list view of leads in Salesforce lightning experience?

For Example: If we want to see the list view of Leads in salesforce then go to the sales -> Lead in Salesforce Lightning Experience. You will see the default List view of the Lead Record Page. However, You can also create your list view in Salesforce and customize the Record view that how you want to see.

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How do I allow users to create a list view in Salesforce?

Required Editions and User PermissionsClick 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 allow users to edit list views 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 share list view in Salesforce?

By default, sharing a list view with one user isn’t available, but the workaround in both Salesforce Classic and Lightning Experience is to use Public Groups. In these cases, you would create a group with one person.


How do I assign a user to list view?

In the Profiles page, click Create New View, or select a view and click Edit. Enter the view name. Under Specify Filter Criteria, specify the conditions that the list items must match, such as Modify All Data equals True . To search for and select the setting you want, type a setting name, or click the lookup icon.


How do I enable manage public list views?

To give ‘Manage Public List Views’, you need to create a custom profile. On that custom profile ensure that Manage Public List Views is checked on. Then set the profile for that user to the custom profile you created. To do this, you need Enterprise or Unlimited Edition.


Can community users create list views?

Although it’s not documented anywhere, Customer Portal users cannot create custom list views. They can only see (and obviously not create) public list views.


How do I restrict list views in Salesforce?

You may follow the below steps:Click 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.


What are the permissions you can give while creating a list view?

To see a List View, users must also have the appropriate “Read” permission on the type of records within the List View. Alternatively, Enterprise, Unlimited, and Developer Edition users can specify a public group, role, or role including all users below that role to see the custom view.


Where is manage public 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 you set a list view as default 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.


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 ( ).


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.

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