In Lightning, go to Setup then Object Manager and find the object on which the related list based. Drill down on the object name and select Search Layouts and then Search Results, click dropdown and select Edit. Add the columns you want (move from Available to the Selected fields), arrange their sequence and Save.
How do I edit a list view in Salesforce lightning experience?
In Lightning Experience, make these decisions by clicking Select Fields to Display in the List View Controls menu ( ). You can still edit all of a record’s details from list views.
How to add columns to related list in Salesforce?
Goto: Setup->Object Manager-> Select the object-> page layouts -> Edit the page layout you would like to make changes-> scroll down to your related list and click on gear icon (below image) Add the columns you would like to see in the selected fields section (below image). Note that in lightning top4 columns will be displayed in related list.
How to view more than 4 columns in lightning related view?
Currently you cannot view more than 4 columns in lightning related view. There is a idea currently and status shows as Currently in development. Hopefully it should be available soon. You can select which columns you would like to see in related list from page layouts.
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.
Where is the Lightning Experience icon?
Can you filter a list view?
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How do I edit the standard list view in Salesforce lightning?
Click the label name of the object for the Recently Viewed list you want to modify. From the menu of links at the top of the page, click Search Layouts. and select Edit. Recently viewed lists use the Search Results search layout in Lightning.
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.
Can we edit recently viewed list view in 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.
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 customize columns in Salesforce?
To edit a column:Double-click the column cell in the data table.Select the field to display. ... Select the display type. ... To create a hyperlink, select Add a hyperlink . ... Select the link type. ... Optionally, enter a tooltip by selecting the required field or clicking Customize to add custom text.More items...
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 change a field in list view?
Click the label name of the object for the Recently Viewed list you want to modify. From the menu of links at the top of the page, click Search Layouts. and select Edit. Recently viewed lists use the Search Results search layout in Lightning.
How do I add a custom button to the recently viewed list view in Salesforce?
All AnswersFrom Setup, click Object Manager, then click Lead.Click Buttons, Links, and Actions, then New Button or Link.Name the button.Select List Button.Content Source: Visualforce.Select your visualforce page. The visualforce page should use the object's standard controller. ... Add button to the layout:
Why are there two recently viewed list views Salesforce?
The name of this view includes the name of the object. For example, this list view for accounts is called Recently Viewed Accounts. These two list views, Recently Viewed and Recently Viewed Objects, show the same records. The Recently Viewed Objects list view isn't deletable, filterable, or editable.
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 you make a list view in lightning component?
To create a list view, specify which object to render with the objectApiName attribute and which list view to use with the listName attribute. The list view doesn't require additional Apex controllers or Lightning Data Service to display record data. This example displays a list view of Accounts with five rows.
How do I create a custom view in Salesforce lightning?
Follow along with our instructions or watch the video below.Starting on the home screen in Lightning, navigate to Opportunity tab. ... To create a new List View click the gear icon then hit New.Name your List View using the field you'll be filtering your data by. ... If you are an admin, decide who can view this List View.More items...•
Edit List View Filters in Lightning Experience - Salesforce
You are here: Salesforce Help; Docs; Get Started with Salesforce; Edit List View Filters in Lightning Experience. Edit filters on a list view from List View Controls, or click to access the Filters panel.
current user filter in the view list? - Salesforce Developer Community
i need a current user filter in the view list that is being displayed in the top of every tab in SF.. for ex :- i have a recruiting app.. and each recruiter has their own login.. if they login to the system they should be able to see the positions only they are assigned to.. the information of which will be stored in the Recruiter field (not Owner) under position record. they are requesting ...
Filter logic in list view not working - Salesforce Developer Community
Peter, You might want to check for the following. 1. The sharing setting for the List View is set to "All users can see this list view" radio button option. 2. The User who needs to view the List View content should atleast have Read permissions on the columns for which he needs to see the data. 3.
Where is the Lightning Experience icon?
Important These steps work in 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.
Can you filter a list view?
Actions you can take for list views are available in the List View Controls menu . Some list views have predefined filter scopes and can’t be filtered. For example, the SOQL query for a generic Team list view or the Recently Viewed list view doesn’t allow further filtering of the query results.
How to edit search layout in Salesforce?
Editing Search Layouts is simple- you just need to identify which fields you want displayed and click Save. Use the arrows to Add or Remove columns. There are a few unrelated controls which hark back to Salesforce Classic- specifically the ability to allow Users to Override Search Results and add Custom Buttons. Neither applies to Lightning.
Can you edit recently viewed list views in Salesforce?
This is how we can create, edit or delete other List Views in Salesforce Lightning. Oddly, there is no option to edit the out-of-the-box Recently Viewed List Views from the front end of Salesforce Lightning. We can modify the other out-of-the-box List Views, such as My Accounts, by renaming them, modifying filters, changing columns, etc.
What is list view in Salesforce?
From working in Salesforce Classic, you know that list views are a great way to sort, prioritize, and analyze the records that are most important to you. As you’d expect, your existing list views are waiting for you in Lightning Experience. Let’s take a peek at the more powerful options in the new interface for creating, editing, and consuming your data (donut charts, anyone?) from lists.
How to edit inline in Salesforce?
Inline edit in Salesforce Classic: Double-click an editable field, enter data in the popup window, then click Save. You have to repeat each of these steps for every field you need to update.
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.
How to create a list in Lightning Experience?
In Lightning Experience, create a list from the List View Controls menu ( ). Select New to start from scratch (or use Clone to leverage an existing list).
What is a recently viewed list view?
Each object also has a Recently Viewed list view that you can filter. It’s the list that includes the object in its name, such as Recently Viewed Leads or Recently Viewed Opportunities. Select it from the list view dropdown menu.
Where is the lead icon in Salesforce?
The All Open Leads list view in Salesforce Classic (with the green leads icon in the upper-left corner) and in Lightning Experience (with the orange leads icon).
How to update a record's status?
Now here’s the fun part. When you’re ready to update a record’s status, it’s as easy as dragging the record’s card to the correct column. For example, as you work through your list of open leads, drag lead cards to the appropriate status. See it in action with this video snippet.
What is lightning list view?
A lightning:listView component represents a list view of records that you own or have read or write access to, and records shared with you. They also include records owned by or shared with users in roles below you in the role hierarchy. You can see only the fields that are visible according to your page layout and field-level security settings.
How to create a list view in Apex?
To create a list view, specify which object to render with the objectApiName attribute and which list view to use with the listName attribute. The list view doesn't require additional Apex controllers or Lightning Data Service to display record data.
Can you edit inline in Lightning?
You can configure inline editing. Other features aren't configurable. Additionally, the following features are not supported via the lightning:listView UI.
Can you link outside of Lightning Experience?
Links outside of Lightning Experience and Experience Builder sites appear as hyperlinks but don't navigate to the link target. This is a known limitation that will be addressed in a future release.
Does Lightning have inline edit?
Inline edit, row level actions, and the action bar are supported in Lightning Experience, the Salesforce app, and Experience Builder sites only.
What is 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.
What to do if you use Trailhead in a different language?
If you use Trailhead in a language other than English, make sure that your hands-on org is set to the same language as the challenge instructions. Otherwise you may run into issues passing this challenge. Want to find out more about using hands-on orgs on Trailhead? Check out Trailhead Playground Management.
Do you need an admin to create list views?
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. Here we go.
Where is the Lightning Experience icon?
Important These steps work in 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.
Can you filter a list view?
Actions you can take for list views are available in the List View Controls menu . Some list views have predefined filter scopes and can’t be filtered. For example, the SOQL query for a generic Team list view or the Recently Viewed list view doesn’t allow further filtering of the query results.
Demystifying ‘Recently Viewed’ List Views
Unable to Edit Using List View Controls
- You could, for instance, try to Edit the Recently Viewed List View using the gear off the to the right. This is how we can create, edit or delete other List Views in Salesforce Lightning. Oddly, there is no option to edit the out-of-the-box Recently Viewed List Views from the front end of Salesforce Lightning. We can modify the other out-of-the-box...
Go to Object Manager Under Setup
- 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. In this case we want to change the columns that appear on the Account Object’s Rec…
Editing Search Layouts
- Editing Search Layouts is simple- you just need to identify which fields you want displayed and click Save. Use the arrows to Add or Remove columns. There are a few unrelated controls which hark back to Salesforce Classic- specifically the ability to allow Users to Override Search Results and add Custom Buttons. Neither applies to Lightning. Once we return to the Account Tab and r…