how to add select all in view list in salesforce

Create a List View.

• From the App Launcher, find and select the Sales app and select the Accounts tab.
• 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. Also, the Filters panel is now available.
• Click Add Filter.
• From the Field dropdown menu, select Type.
• Select the equals operator.
• For Value, select Customer - Channel, then click Done and Save. Great! The list has been pared down to only channel customers. But let’s say Erin not ...

Full Answer

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 ( ).

Can I add multiple default list views per object in Salesforce Lightning?

This can be useful if you want to add multiple default list views per object. This feature takes advantage of Salesforce Lightning’s easily customizable navigation bar, which can be changed in a number of different ways.

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).

How do I add a field to a list view in Salesforce?

Click Recently Viewed and select the All list view. Click the gear icon then select Select Fields to Display from the dropdown. Use the Add arrow to move these fields to the Selected Fields column, in order. Click Save.

How do I add more fields in Salesforce list view lightning?

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. Order columns by selecting one or more fields from Selected Fields and clicking Up or Down. Click Save.

How do I customize 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 select multiple records in Salesforce?

Allow for selecting multiple records in list view of Salesforce Mobile application. On desktop, we can have a custom list button and perform action on multiple records by selecting checkbox that appears in front of each row.

How do I add more fields to recently viewed list?

Recently viewed lists use the Search Results search layout in Lightning. In Classic, recently viewed lists use the Tab search layout. To add columns to the Recently Viewed list, select one or more fields from Available Fields and click Add.

How do I manage list views 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 edit a list view column in Salesforce?

In the far right of the Search Results column, clickand 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 change the list view buttons in Salesforce?

Business Use caseNavigate to Setup | Object Manager | Lead | Search Layouts for Salesforce Classic.Edit the List View by selecting the dropdown next to it.Uncheck the New[New] from the Standard Buttons list. Use this list view to add or remove any buttons from the list views. ... Once you're done, click on the Save.

How do you add a list view?

This example demonstrate about How to make a ListView in android.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.Step 3 − Add the following code to src/MainActivity. java.

How do I edit multiple records in Salesforce?

To edit fields for multiple records.Select the Checkbox from the left of the records that you need to edit. ( ... Hover over the cell to edit, and then click. ... Make your change in the editable cell or cells.Select the Checkbox to update the selected Items and Click Apply.More items...•

How do I pass list of records to flow in Salesforce?

How To Do? First of all, you have to create a flow that can work with multiple records. ... Create a text collection variable with name “ids” and make it available for input. ... Create a custom button with type List Button and mark the checkbox to display checkboxes for multi-record selection.More items...•

How do I mass update a field in Salesforce?

Tick the checkboxes on the left-hand side to tell Salesforce which records you want to mass-edit, then double click the field you want to mass edit. The mass edit dialogue will open. Select “All selected records”, enter the new value for the field and select save.

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.

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!

How to add a filter to a record in SAP?

Go to the filter panel, and then click on “ Add Filter ”. On the filter dropdown menu, select “ Type ”. Then select “equals” as the operator. Select “ Customer-channel ” as value. Click on “ Done ”, and then “ Save ”. Now you get a view of the record that is specific as per the given criteria.

Can you edit a list view?

List view records are not read-only, so if you want to edit, you can also edit them by click in the records. However, there might be certain fields that might not be editable. You can identify with the lock icon displayed beside them.

Can you use ListViews in Salesforce?

ListViews can do the same in Salesforce. It can filter the records, based on a particular field, to which you have access. In more technical terms, if you are looking to segment a specific list of records, then the list view is the perfect tool for that. List View can be executed on multiple records at the same time.

How to reference an element of a one-dimensional list of primitives?

To reference an element of a one-dimensional list of primitives or sObjects, you can also follow the name of the list with the element's index position in square brackets as shown in the example.

Why is the first element of a list null?

In the following example, the list has three elements. When the list is sorted, the first element is null because it has no value assigned. The second element and third element have values of 5 and 10.