Select the Standard and Custom fields that you want to appear in the list view, I believe up to 10 fields, and the criteria for the view and who can see the listview, then save. You can create this via code using the metadata API.
Full Answer
How to create list views in Salesforce?
How to create list views in Salesforce? Click on Invoice Tab. Invoice Home page will be opened where for custom object Invoice we don’t have any custom view. The default view is All. When a view is All, it displays all records that are created in Invoices Object. To create New list view in ...
What are custom metadata type records in Salesforce?
After you create the type with all its fields, add custom metadata type records. The custom metadata type records store configuration data. For our example, you create a record for each support tier that’s relevant to your org.
How do I add a custom field to a metadata type?
Let’s create two custom fields. Adding a custom field to a custom metadata type is just like adding a custom field to a standard or custom object. In the Custom Fields section of the Support Tier page, click New . Select Percent, then click Next. For Field Label, type Default Discount. For length, type 2.
How do I create a custom metadata type for a label?
From Setup, enter Custom Metadata Types in the Quick Find box and select Custom Metadata Types. Click New Custom Metadata Type. For Label, enter Support Tier and for Plural Label, enter Support Tiers.
How do I create a 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 view metadata 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"
Can we deploy list views in Salesforce?
When you have many List View available to all users or certain group of users, you can deploy the List View using Change Set. List View deployed will include Name, Filter Criteria, Fields and Visibility.
Where are list views stored in Salesforce?
List views are stored within a CustomObject component. The component can represent a custom object or a standard object, such as an account.
How is metadata used in Salesforce?
Metadata is data that describes other data. For example, in a Salesforce org, there is a standard object called Account. When you add a record with a customer's contact information to an Account, you are adding metadata and data. Field names, such as first name and last name are metadata.
How do I extract metadata from Salesforce?
From Setup, in the Quick Find box, enter Export , and then select Export.If data translation is enabled in your org, select the Metadata Translation Type.Select which labels you want to export. ... Select a format. ... Click Export. ... Locate the exported .More items...
What is ListView Salesforce?
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 many fields can we add in list view in Salesforce?
In the Salesforce mobile app, the Recently Viewed list is the same list view as the desktop list view, with a few differences. The fields shown come from the search results layout for the object. Any user with the Edit user permission for an object can add up to 10 fields.
What is the purpose of list view in Salesforce?
ListView allows you to see a filtered list of records, such as contacts, accounts, or custom objects. This type extends the Metadata metadata type and inherits its fullName field. See “Create a Custom List View in Salesforce Classic” in Salesforce Help.
How do I create a list view in Salesforce lightning?
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 give access to Listview in Salesforce?
Salesforce ClassicNavigate to Setup | Manage Users | Public Group.Click New.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 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.
What are list views in Salesforce?
List views in Salesforce are the set of search conditions created to extract specific set of records in an object. We can access list views via REST API.
How to create list views in Salesforce?
List views are widely used in any Salesforce organisation. For Standard objects there are some standard list views are available in Salesforce but for custom object we have to create custom list views in Salesforce.com.
Conclusion
In this Salesforce Tutorial we have learned about how to create custom Salesforce list views. We will learn about Salesforce list view permissions and REST API clearly in our upcoming Salesforce Tutorials.
