Slaesforce FAQ

how to delete list views in classic salesforce

by Holden Goldner Published 2 years ago Updated 2 years ago
image

  1. Go to the list view you want to remove
  2. Click the gear drop-down icon to the right of "Search this list..."
  3. Click Delete
  4. Confirm you want to delete the list view by clicking the Delete button

Delete a List View in Salesforce Classic
  1. Select a custom list view.
  2. Click Edit.
  3. Click Delete.

Full Answer

How do I edit a list view in Salesforce classic?

Note These steps work in Salesforce Classic. If you see the App Launcher icon () on the left side of the navigation bar at the top of your screen, you're in Lightning Experience. If not, you're in Salesforce Classic. Select a custom list view. Click Edit.

How do I delete a list view in Salesforce lightning experience?

If you see the App Launcher icon () on the left side of the navigation bar at the top of your screen, you're in Lightning Experience. If not, you're in Salesforce Classic. Select a custom list view. Click Edit. Click Delete.

Can I delete a list view?

You can delete a list view when you no longer need it. Was this information helpful? Let us know so we can improve! YesNo 1-800-667-6389 SALESFORCE Privacy Statement

Can a user edit their own list view?

We have recently removed the users rights to Edit/Create/Delete their own list view so that they will use the company shared list views. This unfortunately had people trying to stab us because we took their permissions away as they can't edit their own list views. So the question is how do I in mass or one by one delete users private list views?

image

Can you delete a list view in Salesforce?

Currently,there is no way to recover list view if it gets deleted since recycle bin stores data and not view. In case you deleted the list view, only way is to create a new list views with same filter and parameters.

How do I delete a list view control in Salesforce?

If not, you're in Salesforce Classic.Select a list view.Click. to access List View Controls.Select Delete.

Can you mass delete list views in Salesforce?

0:277:22Salesforce How To: Mass Delete with List Views - YouTubeYouTubeStart of suggested clipEnd of suggested clipProcess. So we're going to work on creating a button up here that when clicked it will delete allMoreProcess. So we're going to work on creating a button up here that when clicked it will delete all those opportunities all those accounts all those contacts that you've selected.

How do I hide list views in Salesforce?

As a Salesforce admin or a user with the “Manage Public List View” permission, you can hide the list view, so only you can see it. Click Edit next to the list view name. Select Visible to certain groups of users.

Why can't I delete a list view?

If View options Click Select Edit current view. At the top or bottom of the Edit View page, click Delete. Note: If you do not see Delete as an option, this may be the default view for the list for which you cannot delete a view.

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 delete all records from a list view in Salesforce?

It is worth noting that Salesforce has its button for bulk erasing data. To bulk delete in Lightning, the Bulk Delete button can be used. In the List View, we can select an item and then press the Bulk Delete button. The documents are then removed from the organization.

How do I delete bulk records in Salesforce?

Mass Delete in SalesforceStep 1 – Click “Your Name” -> Setup -> Data Management -> Mass Delete Records.Step 2 – Choose the record type you wish to delete. ... Step 3 – Specify conditions for selected items, such as “State equals New York” or “City equals Toronto”.More items...

How do I delete multiple opportunities in Salesforce?

Open the Opportunities tab, go to the view All Opportunities and delete all the opportunities one by one. (time consuming one!!!) The mass delete Accounts feature gives you the option to delete related contacts and opportunities as well.

How do I change the 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 I change the default list view in Salesforce?

When you click on the “Leads” tab, by default, you will see your “Recently Viewed” records. If you want to change the view that you're looking at, just click on the dropdown arrow next to “Recently Viewed”, and select the view you'd like to see on your screen.

How can we change the default list view?

2. Default List View as a TabNext, select the drop-down arrow next to the object to show more options. Click on the bottom menu item that allows you to open the list view in a new tab.If you look at the end of your navigation bar, you should see the tab you have just opened.

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9