how to edit salesforce list

Required Editions and User Permissions.

• From List View Controls, select Edit List Filters. Alternatively, click .
• Edit, remove, or add filters to view only the records that meet your filter criteria. You have different options depending on the field you want to ...
• From the Filter by dropdown menu, select an operator. For example, choose equals, starts with, or excludes.
• For Value, make a selection or enter a value, then click Done.
• Adjust your filter logic if needed. The filter logic statement can’t reference a filter number that doesn’t exist.

Full Answer

How to create a new list view in Salesforce?

Required Editions and User Permissions

• Click Create New View at the top of any list page or in the Views section of any tab home page. ...
• Enter the view name. The view name is shown in the views dropdown list.
• Enter a unique view name. The API and managed packages use this unique name. ...
• Specify your filter criteria. ...
• Select the fields you want to display on the list view. ...
• Click Save. ...

How do I enable inline editing in Salesforce list view?

How do I enable inline editing in Salesforce list view?

• 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.

How do I create a new list in Salesforce?

How to create list views in Salesforce?

• Click on Invoice Tab.
• Invoice Home page will be opened where for custom object Invoice we don’t have any custom view. The default view is All.
• When a view is All, it displays all records that are created in Invoices Object.
• To create New list view in Salesforce click on create New view as shown above.

How to create list views in Salesforce Lightning?

• Create custom list views;
• Add fields of related objects;
• Sort and filter on fields (approval request fields and/or fields from the target object);
• Mass approve, reject or reassign multiple requests.

How do I edit a list view in lightning Salesforce?

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...

How do I edit recent lists in Salesforce?

In the far right of the Search Results column, click arrow icon and 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 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 change related list view in Salesforce?

Customize Related ListsAccess the page layout editor.To edit a related list, double-click its tab. ... Select which fields to include in the related list, define the order in which the fields display, and select the record sort order. ... If desired, select other page layouts to apply your related list customizations to.More items...

How do I edit a field in list view?

To make the view displayable on a board, edit the filters on your list view. On the Filters panel, select Add Filter. Choose Opportunity Record Type and the equals operator, then input the value of the record type you want. Your edited list view can now be displayed on the board.

How do I edit recently viewed list?

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 access list view in Salesforce?

You can search for records in a list view using the list view search box. Click the search box or use the keyboard shortcut g+f, and then enter your query. The list view search looks at all searchable fields even if the corresponding columns aren't shown in the list view.

How do I view a list in Salesforce?

The fields you see depend on your page layout and field-level security settings.In Salesforce Classic, select a list view from the dropdown menu. In Lightning Experience, you can also pin a list with. ... Edit, delete, or create a list view using the List View Controls menu. ... Create records directly from a list view (3).

How do I delete a list in Salesforce?

Click Lists. Select the checkbox next to the name of the list to delete. Click Delete.

How do I edit related list quick links in Salesforce?

Setup:From a record of the Object, you wish to update the page, click on the settings icon and then click on the Edit Page.In the left-hand Search panel, look for Related Quick Links.Drag the Related Quick Links to the section of the page that you want it to display.More items...•

How do I change a related list label?

SFDC-Rename Related List LabelFrom Setup, go to Customize > Tab Names and Labels > Rename Tabs and Labels.Click the "Edit" link next to the name of the child object. ( Brainshark Activities in this example)Rename the Singular and Plural labels. ... Remember to "Save" when finished.

How do I edit enhanced related list in Salesforce lightning?

0:482:09Edit Columns in the Enhanced Related List View - YouTubeYouTubeStart of suggested clipEnd of suggested clipRelated list we'll click the wrench icon on that related list to open the related list propertiesMoreRelated list we'll click the wrench icon on that related list to open the related list properties interface. Here we see a list of available fields. And a list of selected fields.

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.

Can you change the name of a field in Salesforce?

Some out-of-the-box Salesforce picklist fields do not allow administrators to change the API Name; however, you can change the field label using “Rename Tabs and Labels” from the Setup Menu. For example, the “Stage” field on the Opportunity object cannot be modified in terms of an API Name; but can be relabeled to a different display name ...

Can you modify a picklist in Salesforce?

If you have been using Salesforce for a while , you probably have been faced with the need to modify Salesforce picklist values in your environment. While this may seem like a simple task, if not thought out properly, modifying Salesforce picklist values can lead to various complications down the road ranging from reporting challenges ...