how to edit communities list view in salesforce

Required Editions and User Permissions.

• Click Edit next to the list view name.
• In Specify Filter Criteria, change your Filter By Owner selection, if desired. Add or change the Field, Operator, or Value selections in Filter By ...
• Click Save to apply your edited filters to the list view.

Full Answer

How to mass edit from list views in Salesforce?

Mass Edit from List Views in Salesforce. 1 Go to record edit Layout and Click on “Related list”. 2 Click on Setting icon in contact related list and add the Mass Edit button and click Save.

How can I see all the channel customers in Salesforce?

From the App Launcher, navigate to 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. So far, the list view is showing us all the accounts, regardless of their type or location.

How do I edit account fields in Salesforce?

In Account Search Layout page, click on edit link next to Account List View. In Account List View Page, add the Mass Edit button and click the “Save” button. Then, click the Edit link next to Account field set. In Account Field Set page, Add/Remove fields from Field Set (drag and drop the fields) and click on Save.

How to create a list view in Salesforce lightning experience?

Just like in Salesforce Classic, when creating a list view in Lightning Experience you assign a name, add filters, and pick the fields to show. But the setup flow occurs in stages now. As a result, you see the actual list view as you add filters, so you can check the results of your choices in real time.

How do I edit a list view layout in Salesforce?

Click Search Layouts. Click the down arrow for the Default Layout and select Edit from the dropdown. Use the Add arrow to move these fields into the Selected Fields column, in order. Click Save....Click Add Filter again and enter these details:Field: Status.Operator: not equal to.Value: Approved, Rejected.

How do I customize 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 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...

Can we edit standard list view in Salesforce?

For most list views, your users can select which fields to display and how to order the view columns. However, they can't edit the recent records quick list on object home pages. Only Salesforce admins can select and order the fields to display for the recent records quick list.

How do I edit a list view column in Salesforce?

In the far right of the Search Results column, clickand select Edit. To add columns to the Recently Viewed list, select one or more fields from Available Fields and click Add. To remove columns, select one or more fields from Selected Fields and click Remove.

How do I enable inline editing in Salesforce list view?

Go to Setup and search for User Interface. You can also go through the path of Platform Tools > User Interface > User Interface or Build/App Setup > Customize > User Interface (last option). Select Enable Inline Editing and Enable Enhanced Lists then Save. 1.

How do I edit list views?

To edit or delete any view you created, click Edit next to the View drop-down list. Administrators and users with the “Manage Public List Views” permission can also edit or delete public views and some of the standard force.com views.

Can community users create list views?

Although it's not documented anywhere, Customer Portal users cannot create custom list views. They can only see (and obviously not create) public list views.

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.

Can we edit recently viewed list view Salesforce?

We are able to edit the Recently Viewed List View, as a System Administrator, by going under Setup, and using the Object Manager to find the Object in question. The Gear which leads to Setup in Lightning offers quick access to the current Object's Object Manager Page through the Edit Object link.

How do I get rid of recently viewed list view in Salesforce community?

To do so, go to Setup > Manage Users > Profiles > [Select Profile] > Object Settings > Accounts . Click Edit and change Tab Settings to Tab Hidden .

How do I enable list view controls in Salesforce?

Go to Salesforce and click on 'list view controls' on the list view you would like to see. Once this drops down, then click on Sharing Settings. You want to ensure that you have 'All users can see this list view' selected. Once this is complete you should be able to see your custom list view on Owler Pro.

How to enable community in Salesforce?

To enable community in Salesforce go tosetup -> Build -> Customize -> Communities and click onsettings. and check enable communitiescheck box and enter your domain name andsave it. Note:You cannot change your domain name once you save it. This domain name will be used in all of your communities.

What is Salesforce community?

Salesforce Communities are very useful for employees, customers and partners to connect in one place. We can create and customize communities according to our requirement. Communities was released in summer’ 13 release. You can collaborate and communicate with people outside of your company who are key to business.

How to get Salesforce login?

Step 1: From browser, access the below link and click on “Get It Now” button. “https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000000pu4IEAQ”. Step 2: After that, click the “Log In” button and enter your Salesforce credentials and click the “Login” button. Step 3:

What is mass edit?

The “Mass Edit from List Views” feature can help the user to Edit the Mass records in Object list Views and Record related list and this increases productivity and makes the work more efficient for the user.

When to use mass edit?

The Mass Edit from List Views is mainly used when users want to edit multiple records at the same time in List Views instead of without opening each record individually.

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.

What is pinned list?

A pinned list is the default list view for that object. A icon indicates a pinned list. To pin a different list, select a different list view and pin it instead. List View Controls menu (3) Click to access list view actions, including creating, renaming, cloning, and sharing them.

Can you edit a record in Salesforce?

You can still edit all of a record’s details from list views. Find the Edit option in a record’s action menu. And same as in Salesforce Classic, you can update many of a record’s fields right in a list view. Hover over fields to see which ones are editable ( ) and which ones can’t be modified ( ).