can i set up specific list views for users salesforce

How do I edit a list view 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 ( ).

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 does the list view for leads look in Salesforce classic?

Here’s an example of how the same list view for Leads looks in both interfaces. At first glance, things don’t seem too different. The All Open Leads list view in Salesforce Classic (with the green leads icon in the upper-left corner) and in Lightning Experience (with the orange leads icon).

What are list views in Salesforce lightning experience?

From working in Salesforce Classic, you know that list views are a great way to sort, prioritize, and analyze the records that are most important to you. As you’d expect, your existing list views are waiting for you in Lightning Experience.

How do I restrict list view 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.

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 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.

How do I create a custom list view?

What is custom listview? Step 1 − Create a new project in Android Studio, go to File ⇒ New Project and fill all required details to create a new project. Step 2 − Add the following code to res/layout/activity_main. xml.

Can list views be shared 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 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.

How can you restrict users from seeing certain fields in searches reports and list views?

Important When you use page layouts to hide fields from detail and edit pages, users can still see these fields via reports, search results, list views, and the API. To restrict field access, use field-level security. Search doesn't return results for records with fields protected by field level security.

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 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.

What is manage public list views in Salesforce?

Manage Public List Views – This permission gives the user the ability to share and edit any public List View regardless of the object.

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 create a user list in Salesforce?

Create User Lists for Your Salesforce CalendarFrom Setup, in the Quick Find box, enter Users , and then select Users.Click Create New View.Name your user list and specify other relevant details on the page.Save your changes.

1. Pinned List Views

First up, we have Pinned list views. This simple but effective feature was delivered in Spring ‘19 and allows individual users to select which list view appears first when they select an object.

2. Default List View as a Tab

Default list views can also be easily added to your Salesforce Lightning experience navigation bar. This can be useful if you want to add multiple default list views per object.

3. Default List View on the Home Page

After reading this post, you might be asking yourself “How do I Pin list view for all users in Salesforce?”. Well, unfortunately, Salesforce has disabled this feature on purpose. You can read more about this on the original Salesforce idea here .

Conclusion

With Salesforce Lightning, there are a whole host of features that go beyond what Salesforce Classic was capable of. I hope that this article has quickly helped you to solve an age-old Salesforce problem for you and your users. Make sure to sign up for our newsletter to get other Salesforce hacks delivered to your inbox!

Lay of the Land of List Views

From working in Salesforce Classic, you know that list views are a great way to sort, prioritize, and analyze the records that are most important to you. As you’d expect, your existing list views are waiting for you in Lightning Experience.

Recently Viewed Landing Page

Unless you pin a different list view, every time you navigate to an object’s home page, you see a summary of your recently viewed records.

A New List View for You

In Lightning Experience, create a list from the List View Controls menu ( ). Select New to start from scratch (or use Clone to leverage an existing list).

Filtering Makes Perfect

You know that filters are at the heart of crafting list views that show you just the records that meet your criteria. Let’s take a closer look at adding filters to a list view in Lightning Experience. As we mentioned, applying filters is an automatic part of the process when creating list views.

Pick the Columns That Appear in List Views

Don’t stop with filters. See only the record details that matter to you by choosing and ordering the fields that appear as columns in list views. In Lightning Experience, make these decisions by clicking Select Fields to Display in the List View Controls menu ( ).

Edit Records on the Fly

You can still edit all of a record’s details from list views. Find the Edit option in a record’s action menu.

The Mass Appeal of Mass Inline Editing

Need to make the same update to multiple records? Here’s another feature that we think is better in Lightning Experience: editing multiple fields on a list view at the same time.

Key Business Problem

I want to create a List View to show a user only the Custom Object records for which they are responsible, but they may not be the owner of the record. The “My Record” functionality is based solely on ownership of the record, so how can we create useful List Views for each user without the “My…” capability?

Background

For Southeast Dreamin’ (SED), we manage all of our session submissions and logistics in a Salesforce org. When someone submits a session, the form creates a Custom Object Session__c record and one or more Speaker__c records. Sessions can have one or more speakers attached to them.

How I Solved It

I created a custom formula field that evaluated to “true” if the Session Manager was the same as the current user, and then built List Views from that field.

Results

Now, all the session managers can use the same list view so no need for everyone to create their own! No more list view proliferation AND time saved! An #AwesomeAdmin’s dream!

Do Try This at Home

While I used this on a custom object, you can use it on standard objects as well! Opportunities, Accounts, etc. As long as that object has a custom field with a lookup to the User object, you’re in good shape!

Pinned List Views

• First up, we have Pinned list views. This simple but effective feature was delivered in Spring ‘19 and allows individual users to select which list view appears first when they select an object. To “Pin” a list view, Salesforce users simply need to navigate to their object of choice, where they will be presented with the pin icon next to the list v...

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Default List View as A Tab

Default List View on The Home Page

Conclusion