how to create a new view in salesforce lightning

^{How to create List Views in Salesforce Lightning}

1. 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. ...
2. To create a new List View click the gear ico n then hit New.
3. 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”.
4. If you are an admin, decide who can view this List View.
5. 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.

Full Answer

How do I switch from Salesforce classic to lightning?

Supported Browsers and Devices for Lightning Experience

• Salesforce doesn’t support nonbrowser applications that embed WebView or similar controls to render content for Salesforce Classic or Lightning Experience. ...
• You can’t access Lightning Experience in a mobile browser. ...
• You can access Lightning Experience on iPad Safari. ...
• Lightning Experience doesn’t support incognito or other private browsing modes.

How to migrate to lightning experience from classic Salesforce?

Lightning Knowledge is simply Salesforce Knowledge in the Salesforce Lightning Experience. As you likely know, making the move from Classic to Lightning can be a major undertaking. But there are many reasons why it’s better to move sooner than later.

How to enable Salesforce Lightning knowledge?

How do I enable lightning knowledge in Salesforce?

• From Setup, enter Knowledge in the Quick Find box and click Knowledge Settings.
• If you're new to Knowledge, enable Knowledge by selecting Yes and clicking Enable Salesforce Knowledge.
• Click OK to continue.
• On the Knowledge Settings page, click Edit.
• Select Enable Lightning Knowledge.
• Click Save.

How to activate Salesforce Lightning?

Set the Default Interface to Lightning Experience

• From Setup in Lightning Experience, enter Lightning in the Quick Find box, then select Lightning Experience Transition Assistant. ...
• Select the Roll Out phase.
• Click Launch Lightning Experience to expand the stage.
• Click Switch Users next to Make Lightning Experience the default interface. ...
• Click the + button next to the users you want to switch.

More items...

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 create a new view in Salesforce?

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 I create a list view?

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 you make a list view in lightning component?

To create a list view, specify which object to render with the objectApiName attribute and which list view to use with the listName attribute. The list view doesn't require additional Apex controllers or Lightning Data Service to display record data. This example displays a list view of Accounts with five rows.

How do I edit the list view in Salesforce lightning?

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 lead view in Salesforce?

Clicking on the Leads tab displays the leads home page. In the Lead Views section, select a list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom view. To view the leads in a queue, choose that queue list from the drop-down list.

What is a Salesforce list view?

List views are ways of displaying small size of data that are instantly accessible for different Objects. List views are created by defining what data we want to see in the columns and also what fields they should be filtered by.

How do I add a list view button in Salesforce?

0:212:21How to Create a Custom Button on a Related List | Salesforce ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo if you want the button on your cases. Related list then you're going to go to the cases object inMoreSo if you want the button on your cases. Related list then you're going to go to the cases object in the object manager so wherever you want that button to be the object you want the button.

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

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....Click Add Filterand enter these details:Field: Out-of-State.Operator: equals.Value: True.

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...

What is a list view?

A list view is an adapter view that does not know the details, such as type and contents, of the views it contains. Instead list view requests views on demand from a ListAdapter as needed, such as to display new views as the user scrolls up or down. In order to display items in the list, call setAdapter(android.

How do I assign list views to profiles?

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.

Overview

The purpose of this article is to outline the process of creating a new list view in SalesForce Lightning.

Instructions

First, let’s look at how to create a new list view. Navigate to the object you want to create a list view for. For this example, we will use the return items object. When you click on the object, you will be taken directly to a list view.

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.