How to set default list view in salesforce

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Firstly, select the list view you would like to default within the navigation bar… 2. Next, select the drop-down arrow next to the object to show more options. Click on the bottom menu item that allows you to open the list view in a new tab.

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.

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What are the types of custom settings in Salesforce?

Note

  1. Convert Custom Setting Objects to Custom Metadata Types First retrieve your app metadata, including the custom objects you’re using for configuration. …
  2. Replace __c with __mdt By now you’re comfortable with the idea that custom metadata types use the __mdt suffix instead of the classic __c suffix. …
  3. Replace Apex Code with SOQL Queries

How to create the list view in Salesforce?

How to create list views in Salesforce?

  • Click on Invoice Tab.
  • Invoice Home page will be opened where for custom object Invoice we don’t have any custom view. The default view is All.
  • When a view is All, it displays all records that are created in Invoices Object.
  • To create New list view in Salesforce click on create New view as shown above.

How to use custom setting in Salesforce?

Custom Settings Methods

  • Usage. Custom settings methods are all instance methods, that is, they are called by and operate on a specific instance of a custom setting.
  • Custom Setting Examples. The following example uses a list custom setting called Games. …
  • Hierarchy Custom Setting Examples. …
  • Country and State Code Custom Settings Example. …

How to create list views in Salesforce Lightning?

  • Create custom list views;
  • Add fields of related objects;
  • Sort and filter on fields (approval request fields and/or fields from the target object);
  • Mass approve, reject or reassign multiple requests.
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What is default list view in Salesforce?

Currently the default list view shows “Recently Viewed” records. Most users expect to see all records they can access and are confused by the default view during their first use of the platform.


How do I change the 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 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 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 customize a list view?

Customize Our ListViewpackage com.example.test.listviewwithimage;import android.app.Activity;import android.view.LayoutInflater;import android.view.View;import android.view.ViewGroup;import android.widget.ArrayAdapter;import android.widget.ImageView;import android.widget.TextView;More items…


How do I change the layout of list view page?

Create and Customize a List ViewFrom the App Launcher, find and select the Travel App and select the Travel Approvals tab.Select record TA-00001 under All LIST VIEWS.Click the gear icon, then select Edit Object. … Click Search Layouts. … Use the Add arrow to move these fields into the Selected Fields column, in order.More items…


How do I view list views in Salesforce?

You can search for records in a list view using the list view search box. Click the search box or use the keyboard shortcut g+f, and then enter your query. The list view search looks at all searchable fields even if the corresponding columns aren’t shown in the list view.


What is enhanced list view in Salesforce?

Enhanced lists give you the ability to quickly view, customize, and edit list data to speed up your daily productivity.


Salesforce Default List View Options

Below are the options you have for how you can set Salesforce default list view:


Default List View on Home Page

This option is fairly straightforward. As you build the custom Home Page for your organization, you can bring in a component and choose the view that will appear. This will allow everyone who is assigned that Home Page the ability to see their records in the default view you prefer.


Default List View As A Tab

With this option, you can include several list views for the same object. Essentially, you are saving a list view as tab in the navigation bar. Here is how to do this:


Pinned List View

The final option for the Salesforce default list view is the Pinned List View. For this option, simply go to the view you want. Once there, you will notice a pin icon to the right of the list view name. Click on this and Salesforce will tell you this list has been pinned.


How to Create a Custom ListView in Salesforce Classic?

Make a list view to see an explicit arrangement of contacts, archives, or other question records. For instance, make a rundown perspective of records in your state, leads with an explicit lead source, or openings over a specific sum. You can likewise make perspectives of contacts, leads, clients, or cases to use for mass email beneficiary records.


Benefits of Salesforce List Views

With Salesforce list views you can channel on any field you approach – on the question you are making the view for – and you can pick up to 15 fields to show as segments. You can pick the request that the sections show in and you can even sort by a segment rising or plunging.


How to change default view in Salesforce?

There is the only one way to change the default list view in salesforce, here are the steps: 1. Log in to your salesforce account. 2. After login go to particular user whose default list view you want to change. 3.


How to add a related list to a page in Word?

1)Setup>Customize>Accounts>Page Layouts. 2) Click on Edit next to the layout that you want to add the related list to. 3) Double click the related list that you want to edit. 4) Select the field you want to include in related lists, define the order in the field and sort the order.


What is a list controller in Salesforce?

Standard list controllers allow you to create Visualforce pages that can display or act on a set of records. Examples of existing Salesforce pages that work with a set of records include list pages, related lists, and mass action pages. Standard list controllers can be used with the following objects: Account.

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