Its super handy. You know those lists of related items that show up under a Salesforce record? As a result, you see the actual list view as you add filters, so you can check the results of your choices in real time. A couple of examples: make sure all cases move from new to closed, or monitor your progress pushing deals through each stage of the sales process. Click the label name of the object for the Recently Viewed list you want to modify. So, follow this steps: From Setup, enter Object Manager in the Quick Find box, then select Object Manager. 2. Apply filters to focus list views on specific records. Salesforce is a registered trademark of salesforce.com, Inc. Start here for a quick overview of the site, Detailed answers to any questions you might have, Discuss the workings and policies of this site. Find the Edit option in a records action menu. You decide the fields that are used to create these columns the first time you switch a list view to Kanban view. (Ep. To learn more, see our tips on writing great answers. In Lightning, go to Setup then Object Manager and find the object on which the related list based. Firstly, select the list view you would like to default within the navigation bar. Unlike with list views, you cant filter, clone, or apply other actions to this landing page. You can change who can see the list view by clicking and selecting Sharing Settings. Here are some examples of when to use List Views: You need a list of all contacts where State equals California, You want a list of all Opportunities with Opportunity Stage equals Won, You need a list of all contacts for whom Industry does not equal nonprofit. Lighting Mass Update Quick Action from List View - Salesforce How-to To add columns to the Recently Viewed list, select one or more fields from Available Fields and click Add. Salesforce Lightning: Customize Fields on Recently Viewed List Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. Number of Records to Display: Show a maximum of 30 records in a dynamic related list. We have users who are trying to create a custom list view of accounts, but some of the fields they require in the view are missing from the list of available field. Select All users can see this list view. To illustrate the power of this new layout, lets look at an example. What differentiates living as mere roommates from living in a marriage-like relationship? Show list view action bar. Say you had a great quarter, successfully converting several leads. Enjoy! Why does Acts not mention the deaths of Peter and Paul? You will then see a new drop-down below that allows you to choose the "Default List View", allowing to change it from "Recently viewed". Add another filter where Billing State/Province equals WA,OR,CA. For example, when searching for all Won Opportunities, title your List View "Won Opportunities". Which was the first Sci-Fi story to predict obnoxious "robo calls"? I'm creating a new view via the 'Create New View' button on the top level 'Accounts' screen. The system will create the API Name. Save your selections and presto! Thanks for contributing an answer to Salesforce Stack Exchange! Work with List Views in Lightning Experience - Salesforce To access a detailed screen reader version of this unit, click the link below: Open Trailhead screen reader instructions.

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