Slaesforce FAQ

how to clear recentoly viewed list salesforce

by Peter Flatley IV Published 3 years ago Updated 2 years ago
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If not, you're in Salesforce Classic.
  1. Select a list view.
  2. Click. to access List View Controls.
  3. Select Delete.

How do I delete a list view in Salesforce?

Go to the list view you want to remove 2. Click the gear drop-down icon to the right of "Search this list..." 3. Click Delete 4. Confirm you want to delete the list view by clicking the Delete button Note: You cannot delete or modify the Recently Viewed list view.

How to edit recently viewed list views in Salesforce Lightning?

Oddly, there is no option to edit the out-of-the-box Recently Viewed List Views from the front end of Salesforce Lightning. We can modify the other out-of-the-box List Views, such as My Accounts, by renaming them, modifying filters, changing columns, etc.

How to find the owner of a listview in Salesforce?

Click on the "Select" button. Click on the "Expand All" link and press CTRL+F on your keyboard. In Salesforce go to the listview you are trying to find the owner of and copy the ID value in the browser and paste it into the find search box on the Workbench page.

How do I edit the recently viewed list view?

We are able to edit the Recently Viewed List View, as a System Administrator, by going under Setup, and using the Object Manager to find the Object in question. The Gear which leads to Setup in Lightning offers quick access to the current Object’s Object Manager Page through the Edit Object link.

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How do I remove a field from recently viewed list view?

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. To remove columns, select one or more fields from Selected Fields and click Remove.

Can we delete list views in Salesforce?

Deleting List Views. To delete one of your custom views, select the view from the drop-down list and click the Edit link. At the top of the page, click the Delete button. If you are an administrator or a user with the “Manage Public List Views” permission, you can also delete shared views as well as some standard views ...

How do I edit recently viewed lists in Salesforce?

From Setup, at the top of the page, select Object Manager. Click the label name of the object for the Recently Viewed list you want to modify. From the menu of links at the top of the page, click Search Layouts. In the far right of the Search Results column, clickand select Edit.

Can we edit recently viewed list view Salesforce?

We are able to edit the Recently Viewed List View, as a System Administrator, by going under Setup, and using the Object Manager to find the Object in question. The Gear which leads to Setup in Lightning offers quick access to the current Object's Object Manager Page through the Edit Object link.

How do I remove list view?

Click Select Edit current view. At the top or bottom of the Edit View page, click Delete. Note: If you do not see Delete as an option, this may be the default view for the list for which you cannot delete a view.

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 delete recent items in Salesforce?

It's not currently possible to directly setup or configure which object records are included in the most recently used (MRU) lists....To delete the tab of a custom object tab in Lightning ExperienceClick the gear icon.Click Setup.On the Quick Find box, enter Tabs.Click Del on the custom tab of your choice.

How do I edit list views in Salesforce lightning?

Edit List View Filters in Lightning ExperienceFrom List View Controls, select Edit List Filters. ... Click the filter you want to change.From the Filter by dropdown menu, select an operator. ... For Value, make a selection or enter a value, then click Done. ... Adjust your filter logic if needed.More items...

Why are there two recently viewed list views Salesforce?

The name of this view includes the name of the object. For example, this list view for accounts is called Recently Viewed Accounts. These two list views, Recently Viewed and Recently Viewed Objects, show the same records. The Recently Viewed Objects list view isn't deletable, filterable, or editable.

How do I hide list views in Salesforce?

As a Salesforce admin or a user with the “Manage Public List View” permission, you can hide the list view, so only you can see it. Click Edit next to the list view name. Select Visible to certain groups of users.

How do I edit Inlines in Salesforce?

Go to Setup and search for User Interface. You can also go through the path of Platform Tools > User Interface > User Interface or Build/App Setup > Customize > User Interface (last option). Select Enable Inline Editing and Enable Enhanced Lists then Save. 1.

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.

Unable to Edit Using List View Controls

You could, for instance, try to Edit the Recently Viewed List View using the gear off the to the right. This is how we can create, edit or delete other List Views in Salesforce Lightning. Oddly, there is no option to edit the out-of-the-box Recently Viewed List Views from the front end of Salesforce Lightning.

Go to Object Manager Under Setup

We are able to edit the Recently Viewed List View, as a System Administrator, by going under Setup, and using the Object Manager to find the Object in question. The Gear which leads to Setup in Lightning offers quick access to the current Object’s Object Manager Page through the Edit Object link.

Editing Search Layouts

Editing Search Layouts is simple- you just need to identify which fields you want displayed and click Save. Use the arrows to Add or Remove columns. There are a few unrelated controls which hark back to Salesforce Classic- specifically the ability to allow Users to Override Search Results and add Custom Buttons. Neither applies to Lightning.

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