From 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.
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.
What is listview in Salesforce lightning experience?
List view provides you to customize your Record view panel with some sorting orders, fields and you can apply your filters. For Example: If we want to see the list view of Leads in salesforce then go to the sales -> Lead in Salesforce Lightning Experience. You will see the default List view of the Lead Record Page.
How do I hide the list view in Salesforce?
As a Salesforce administrator or user with the "Manage Public List View" permission, you can hide the list view so that only you can see it. Click Edit next to the name of the list view.
How do I view the profiles in my organization?
To view the profiles in your organization, from Setup, enter Profiles in the Quick Find box, then select Profiles. If enhanced profile list views are enabled for your organization, you can use additional tools to customize, navigate, manage, and print profile lists. Show a filtered list of profiles by selecting a view from the drop-down list.
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 restrict list view in Salesforce?
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.
How do I allow users to share list views in Salesforce?
Salesforce ClassicNavigate to Setup | Manage Users | Public Group.Click New.Name the Public Group via the "Label" field.Select Users under the "Search" drop-down.Add the specific user(s) with whom you want to share the list view.Click Save.
How do I change a 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.
How do I restrict visibility in list view?
Restrict Visibility If you are an administrator or a user with the “Manage Public List Views” permission, specify whether everyone or just you can see the custom view.
How do I control listview visibility in Salesforce?
Click the gear icon in the top right and select New under List View Controls.Enter a List Name and Set visibility permissions. If this is a personal view, choose 'visible only to me', and if it's for a team choose either 'visible to all users' or 'visible to certain groups of users'.Set Filtering requirements.
How do I assign a user to list view?
In the Profiles page, click Create New View, or select a view and click Edit. Enter the view name. Under Specify Filter Criteria, specify the conditions that the list items must match, such as Modify All Data equals True . To search for and select the setting you want, type a setting name, or click the lookup icon.
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.
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 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 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 change the layout of list view page?
Create and Customize a List ViewFrom the App Launcher, find and select the Travel App and select the Travel Approvals tab.Select record TA-00001 under All LIST VIEWS.Click the gear icon, then select Edit Object. ... Click Search Layouts. ... Use the Add arrow to move these fields into the Selected Fields column, in order.More items...
How to edit multiple profiles in Salesforce?
To edit multiple profiles, select the checkbox next to each profile you want to edit. If you select profiles on multiple pages, Salesforce remembers which profiles are selected. Double-click the permission you want to edit. For multiple profiles, double-click the permission in any of the selected profiles.
Can you edit multiple profiles?
If you edit multiple profiles, only those profiles that support the permission you are changing will change. For example, if you use inline editing to add “Modify All Data” to multiple profiles, but because of its user license the profile doesn't have “Modify All Data,” the profile won't change. If any errors occur, an error message appears, ...
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 ( ).
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.