How to create List Views in Salesforce Lightning
- Starting on the home screen in Lightning, navigate to Opportunity tab. a. Once there, you’ll notice you can see some native List Views at the top of this section. ...
- To create a new List View click the gear ico n then hit New.
- Name your List View using the field you’ll be filtering your data by. For example, when searching for all Won Opportunities, title your List View “Won Opportunities”.
- If you are an admin, decide who can view this List View.
- Choose the field you’re filtering by.
- Choose your operator. Examples of your operator choices are less than or equals to.
- Pick your values that relate to field you’ve chosen. If your chosen field is a picklist field you can choose from the list provided, if this is a text ...
- Hit save. You’ll now notice that your list has been updated to the criteria you entered.
How do I view tasks and events in Salesforce classic?
By default, Salesforce Classic does not offer a Tasks, Events, or Activities tab. You can access the list views by clicking the Activity List View button below your calendar on the Home tab, or by going directly to the following URLs: Note: On the URL above, "orgdomain" would have to be replaced by the organization's instance or domain.
What are list views in Salesforce?
List Views are an often unused tool in the Salesforce toolshed. With List Views you can quickly see particular segments of your data. Instead of spending the time to build a report when you just need to sort by one field (such a state or lead source), you can create a List View.
How to create a list view in sales app launcher?
From the App Launcher, navigate to 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.
How do I show custom links and tasks in a list?
Check the Custom Links checkbox in the Select Narrow Components to Show section and click Save. Optional: You can also uncheck the Tasks checkbox in the Select Wide Components to Show if you no longer require this option.
How do I create a list view in Salesforce?
Create a List ViewFrom 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. ... Click Add Filter.From the Field dropdown menu, select Type.Select the equals operator.More items...
How do I add a task list?
Create a new task listTap More. , then tap the Tasks tab.Tap New list. or tap one of the personal task lists Teams made for you.Enter a list name if you've made a new list. ... Tap Create.Add tasks by entering them in the Add a task field and tapping Add task. ... When you're finished adding tasks, tap Back.
How do I create a view in Salesforce lightning?
0:172:05How to Create a New List View in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipWe would go into our accounts tab. Click on the gear icon. And hit new. We'll call this our customerMoreWe would go into our accounts tab. Click on the gear icon. And hit new. We'll call this our customer. List i'm going to change it so all our users can see this view.
How do I edit 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 you create an action list?
Let's recap each step in the process:Capture and clarify.Start your action item with a verb.Create more specific requests.Add a due date.Assign each action item.Know the next step in the workflow process.Include task details if possible.
How do I create a task scheduler?
Open Start, Search for "Task Scheduler" and press enter to open "Task Scheduler". Right-click on the "Task Scheduler Library" and click on the "New Folder" option. Enter the name of the New folder and click on the "OK" button. Navigate the following: Task Scheduler Library > New Folder, then click on "Create Task".
How do I create a new list view?
Required Editions and User PermissionsClick 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 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 list views?
To edit or delete any view you created, click Edit next to the View drop-down list. Administrators and users with the “Manage Public List Views” permission can also edit or delete public views and some of the standard force.com views.
How do you edit list view in 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...
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.
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.
