Slaesforce FAQ

how to hide list views from an app salesforce

by Jamison Keebler IV Published 2 years ago Updated 2 years ago
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As long as a List View is shared with the Portal/Community Users, there's no way to hide those if you are using standard out of the box components. Your option here could be to customize the page your are on and utilize lightning:listView if you are building using aura components. Share

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.

Full Answer

How to hide queue list view in Salesforce?

We dont have an option to hide the queue list view once it is created. But after creating we can edit the list view and instead of all internal user we can select either "only to me" or "to the group of users" Mark it as answer if it helps. We dont have an option to hide the queue list view once it is created.

Is there a way to hide list views?

As long as a List View is shared with the Portal/Community Users, there's no way to hide those if you are using standard out of the box components. Your option here could be to customize the page your are on and utilize lightning:listView if you are building using aura components.

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 Pin a list view in Salesforce?

To “Pin” a list view, Salesforce users simply need to navigate to their object of choice, where they will be presented with the pin icon next to the list view. Once you select which list view you want to pin, hit the pin icon next to the related list.

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How do I turn off list view controls 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 create a private list view in Salesforce?

Required Editions and User PermissionsClick 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...

Where can I see list views 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 lock a list view in Salesforce?

ReproOpen a list view in Classic and click "Edit"Add the filter "Date/Time Opened less than TODAY"Click "Save"Open the list view in Lightning.Click the "Filters" icon.All filters will be locked.

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.

Can we delete a list view in Salesforce?

You can delete a custom view when you no longer need it. You can delete a list view when you no longer need it.

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.

What is manage public list views?

Manage Public List Views – This permission gives the user the ability to share and edit any public List View regardless of the object.

What is the purpose of list views for contacts?

List views are used to quickly segment lists of records, they allow us to action multiple records at the same time.

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...

What is the purpose of list view in Salesforce?

ListView allows you to see a filtered list of records, such as contacts, accounts, or custom objects. This type extends the Metadata metadata type and inherits its fullName field. See “Create a Custom List View in Salesforce Classic” in Salesforce Help.

How to pin a list in Salesforce?

To “Pin” a list view, Salesforce users simply need to navigate to their object of choice, where they will be presented with the pin icon next to the list view.

Can you move a list view to the optimum position?

Here you will be able to move your list view to the optimum position, as well as rename it to your liking.

Can you add a default view to Salesforce?

Default list views can also be easily added to your Salesforce Lightning experience navigation bar. This can be useful if you want to add multiple default list views per object.

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