Slaesforce FAQ

how to delete list views in salesforce

by Berniece Russel Published 2 years ago Updated 2 years ago
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Delete List Views in Salesforce Essentials.

  • 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. Note: You cannot delete or modify the Recently Viewed list view. Was this ...

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.

What List View buttons are available in Salesforce?

Salesforce offers many standard buttons for list views, including many Mass Quick Actions. For example, on a "Leads" list view, the "Change Owner" and "Change Status" buttons are available. You can also create your own custom list view buttons and add them to list views when your button uses the "List Button" display type.

How do I add or remove List View buttons?

To add or remove list view buttons for Standard Objects, follow the steps in Customize Search Layouts. To add or remove list view buttons for Custom Objects, follow the steps in Customize Search Layouts for Custom Objects. Was this information helpful? Let us know so we can improve!

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?

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Can I delete a list view in Salesforce?

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

How do I delete a list view control in Salesforce?

If editing the profile isn't suitable for you, you can go to Setup > Create > Objects > YourObject (for Custom Object) and search for YourObject List View in the Search Layouts section. When you click Edit, Salesforce will show up a page where you can enable/disable the buttons that appear in list views.

How do I delete a standard list view in Salesforce?

0:050:52SFDC81 How to Delete List View @salesforceadmns @salesforceYouTubeStart of suggested clipEnd of suggested clipClick on accounts tab. Click on deer icon. Click on new enter a listview name click on save click onMoreClick on accounts tab. Click on deer icon. Click on new enter a listview name click on save click on deer icon. Click on delete click delete listview has been deleted.

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.

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 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.

How do I edit list views in Salesforce lightning?

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...

Can you change 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 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 delete multiple records in Salesforce lightning?

See Export Backup Data from Salesforce. From Setup, enter Mass Delete Records in the Quick Find box, then select Mass Delete Records and click the link for the type of record to delete. Review the information that is deleted with the records.

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