how to create a view in salesforce lightening

^{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.

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.

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How do I create a 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 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 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 edit a list view in lightning Salesforce?

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...

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 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 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 deploy a list view in Salesforce?

Salesforce: List View SharingGet the "fullName" From Workbench: - select Info | Metadata Types & Components. - select Listview from the dropdown. ... Prepare XML file. Copy following XML and save it to a file called "package.xml"

How do I change the view in Salesforce?

At the top of a Salesforce page, click your image.Select Settings.In Setup, enter Record Page Settings in the Quick Find box, and select Record Page Settings.Select a default activity view.Click Save. Note If your record page doesn't show the view you select, refresh the page.

How do I give access to a list view?

Name the Public Group via the "Label" field. Select Users under the "Search" drop-down. Add the specific user(s) with whom you want to share the list view. Click Save.

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...