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.
- In the navigation menu, select "Home".
- Hold down the control key (on a PC) or the command key (on a Mac).
- While holding down control, click on "Home" at the top (the selected navigation item). ...
- Click the tab menu (dropdown arrow) on the "Home" workspace tab.
- Select "Pin Tab".
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.
What are default list views in Salesforce Lightning?
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. This feature takes advantage of Salesforce Lightning’s easily customizable navigation bar, which can be changed in a number of different ways.
How do I Pin a list view to another list?
Once you select which list view you want to pin, hit the pin icon next to the related list. Once selected, the next time the user returns to the object tab, the related list they selected will be pinned, just like the below…
How do I pin in Salesforce?
Just click the pin icon next to the name of your list view. If you'd like to pin a different list view, navigate to that list view and select the pin to change your setting. Each user can pin their own list view, giving your users more control over their Salesforce experience.
What does it mean to pin a list view in Salesforce?
When you select that object, the pinned list view loads as the default list view. A. icon indicates a pinned list. To pin a different list, select a different list view and pin it instead. Note Pinned lists are per user and don't sync between browsers.
How do I unpin in Salesforce?
This gives the ability for an end-user to set their own personal default as the best option. To pin an unpinned list, click its pin icon. To pin a different list, select the list view and pin it instead. The default pinned list for all objects is Recently Viewed.
How do I pin an app in Salesforce lightning?
You can pin up to six apps in the Pinned Apps widget....To set default pinned apps:From Setup, enter custom settings in the Quick Find box, then select Custom Settings.Find and click Employee Workspace settings and click Manage.Click New.In Pinned Apps, paste a comma-separated list of app IDs.Click Save.
How do I lock a list view in Salesforce?
You may follow the below steps:Click affected Object tab.Click Edit beside the List View.Under "Restrict Visibility" | Check if the List View is: Visible to certain groups of users. Or. ... Make the List View Visible to all users (Includes partner and customer portal users)Click Save.
What is a pinned list?
Twitter's Pinned Lists feature allows you to easily switch between your Twitter Lists and main timeline on mobile. Whether you're a Twitter List pro or just starting out, we'll break down all of the benefits and steps for unlocking this valuable feature.
How do I unpin a list?
If you want to remove a list from the timeline, you can tap on the Pin icon again to unpin it. You can also reorder the lists by first tapping on the “Edit” button. Then tap and hold on the Handle icon and move the list so that they're in the order that you want.
How do I change the 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 change the default view in Salesforce?
When you click on the “Leads” tab, by default, you will see your “Recently Viewed” records. If you want to change the view that you're looking at, just click on the dropdown arrow next to “Recently Viewed”, and select the view you'd like to see on your screen.
What is default list view in Salesforce?
Currently the default list view shows "Recently Viewed" records. Most users expect to see all records they can access and are confused by the default view during their first use of the platform.
What is a list view Salesforce?
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.
1. Pinned List Views
First up, we have Pinned list views. This simple but effective feature was delivered in Spring ‘19 and allows individual users to select which list view appears first when they select an object.
2. Default List View as a Tab
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.
3. Default List View on the Home Page
After reading this post, you might be asking yourself “How do I Pin list view for all users in Salesforce?”. Well, unfortunately, Salesforce has disabled this feature on purpose. You can read more about this on the original Salesforce idea here .
Conclusion
With Salesforce Lightning, there are a whole host of features that go beyond what Salesforce Classic was capable of. I hope that this article has quickly helped you to solve an age-old Salesforce problem for you and your users. Make sure to sign up for our newsletter to get other Salesforce hacks delivered to your inbox!
