While viewing the Home page tab, click the setup gear button and select Edit Page 2. Add a List View standard component, select the Object (in this example select the Case object), add a List View to the Filter field, then click Save 3. On the Home tab, click Printable View on the newly created List View Lightning component.
- Use the Object Manager to navigate to the Object you want to remove the printable view from.
- Select search layout for Salesforce Classic.
- Edit the list view.
- Uncheck the printable view checkbox.
- Save.
How to create a custom view in Salesforce?
Click Lead Tab. Now view Click hyperlink called create new view. Now a form is shown. Step1. Enter view name , view name unique . Step 2. Now specify filter criteria that you want to view . Select Filter by additional fields. Step3. Now select display options that you want to view . Step 4. Restrict Visibility.
How do I customize detail pages for printing in Salesforce?
Ensure you have added the 'printable view' action in the 'Mobile and Lightning Experience Actions' of the object's page layout. You can customize detail pages for printing by hiding the Salesforce logo and collapsing page sections. The logo in the upper-left corner of the record can be removed by Salesforce Support:
What is printable view in Salesforce lightning experience?
Overview The Application provides the functionality of Printable View of an object's record in Lightning Experience. Currently, the Printable View functionality is only available in Salesforce Classic and not in Lightning Experience but we have provided this functionality in Salesforce Lightning
How to create a list view for Channel customers in Salesforce?
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.
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.