Slaesforce FAQ

how to hide views in salesforce

by Giovanni Moore Published 3 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 to find the owner of a listview in Salesforce?

Click on the "Select" button. Click on the "Expand All" link and press CTRL+F on your keyboard. In Salesforce go to the listview you are trying to find the owner of and copy the ID value in the browser and paste it into the find search box on the Workbench page.

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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 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 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 enable list view controls in Salesforce?

Create a List ViewFrom the App Launcher, find and select 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. ... Click Add Filter.From the Field dropdown menu, select Type.Select the equals operator.More items...

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.

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...

How do I change the list view buttons in Salesforce?

Business Use caseNavigate to Setup | Object Manager | Lead | Search Layouts for Salesforce Classic.Edit the List View by selecting the dropdown next to it.Uncheck the New[New] from the Standard Buttons list. Use this list view to add or remove any buttons from the list views. ... Once you're done, click on the Save.

What are Salesforce list views?

List views are ways of displaying small size of data that are instantly accessible for different Objects. List views are created by defining what data we want to see in the columns and also what fields they should be filtered by.

How do I enable manage public list views?

To give 'Manage Public List Views', you need to create a custom profile. On that custom profile ensure that Manage Public List Views is checked on. Then set the profile for that user to the custom profile you created. To do this, you need Enterprise or Unlimited Edition.

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.

How do I view list views 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).

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