Slaesforce FAQ

how to put together a list of names in salesforce

by Clement Lubowitz Published 2 years ago Updated 2 years ago
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To combine lists you can simply create a new list and add both your existing lists to it: // assuming list1 and list2 contain the data to combine public List<Contact> getCombinedList () { List<Contact> result=new List<Contact> (); result.addAll (list1); result.addAll (list2); return result; } September 3, 2010

Full Answer

How do I create a list 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 display a list 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 create a contact list in Salesforce lightning?

0:000:59How to Create a Custom List View in Salesforce Lightning #DF17YouTubeStart of suggested clipEnd of suggested clipClick ListView controls select new name the list this week's leads. Select all users can see thisMoreClick ListView controls select new name the list this week's leads. Select all users can see this list of you click Save in the filter panel select show me.

What is ListView 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 do I create a lead list in Salesforce?

Clicking on the Leads tab displays the leads home page. In the Lead Views section, select a list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom view. To view the leads in a queue, choose that queue list from the drop-down list.

What are the methods of list in Salesforce?

List Methodsadd(listElement) Adds an element to the end of the list.add(index, listElement) Inserts an element into the list at the specified index position.addAll(fromList) ... addAll(fromSet) ... clear() ... clone() ... contains(listElement) ... deepClone(preserveId, preserveReadonlyTimestamps, preserveAutonumber)More items...

How do I create a ListView in Salesforce lightning?

Follow along with our instructions or watch the video below.Starting on the home screen in Lightning, navigate to Opportunity tab. ... To create a new List View click the gear icon then hit New.Name your List View using the field you'll be filtering your data by. ... If you are an admin, decide who can view this List View.More items...•

How do I create a list view contact in Salesforce?

Create a List ViewIn Salesforce, click the Contacts tab.Click the List View Controls button ( ), then click New.In the Name field, enter Recent Donors .NPSP automatically generates a List API name.Determine who can see the new list view. ... Click Save.

How do you create a list view?

How to make a ListView in android?Step 1 − Create a new project in Android Studio, go to File ⇒ New Project and fill all required details to create a new project.Step 2 − Add the following code to res/layout/activity_main. xml.Step 3 − Add the following code to src/MainActivity. java.

How do I deploy a list view in Salesforce?

Salesforce: List View SharingGet the "fullName" From Workbench: - select Info | Metadata Types & Components. - select Listview from the dropdown. ... Prepare XML file. Copy following XML and save it to a file called "package.xml"

What is a list view?

A list view is an adapter view that does not know the details, such as type and contents, of the views it contains. Instead list view requests views on demand from a ListAdapter as needed, such as to display new views as the user scrolls up or down. In order to display items in the list, call setAdapter(android.

How do I add a list view button in Salesforce?

Steps to Add Custom Button to the List ViewClick on Create >> Objects. Now click on the object.In Search layout section, edit the list view layout.Here you will see your new button listed in the list box, add this button to the list view and click on save.

The Prerequisites of Merging Salesforce Accounts With Different Names

To be able to create Salesforce merge accounts with different names, you will first have to meet the following requirements. To begin with, you will need to be using either one of the below Salesforce editions. This includes the business, enterprise, developer or even the unlimited editions for personal accounts.

How to Create Salesforce Merge Accounts With Different Names

In strict accordance with Salesforce video tutorials, to be in a position of merging duplicate accounts, you will have to head to the accounts tab. Once there, navigate to the merge accounts options found in the tools section You will then be automatically prompted to input a search string to find the duplicate accounts you wish to merge.

So What Does it All Mean?

It is important to note that the wildcard (*) is also usable to obtain the results you want. Once you get the given duplicate accounts, the ideal Salesforce trigger best practices are to include the term “merge” in front of the duplicate account names.

Who is the Salesforce admin at No More Homelessness?

The mighty Salesforce Admin at our (fictional) nonprofit No More Homelessness (NMH), Gorav Patel, has an agreement on format from his Development, Marketing, and Program teams and is setting up NMH’s household naming configuration. Let’s follow along.

What is household name format?

Household Name Format (1), allows you to select one of several existing options or create your own. The NMH staff agreed on {!LastName} Family as their default, so Gorav makes that selection and checks the preview in Examples for Household Name Format (2). (This area of the page updates to provide examples of whatever setting you are changing.)

Can you customize naming conventions?

If those naming conventions aren’t perfect for your organization you can customize them to your needs. First, you need to determine what those settings should be.

Does every household account name match the default?

And, just like that, every household account name will match the org default.

Does NPSP update household name?

Some actions on an existing household account will trigger an automatic update of a household name, formal greeting, and informal greeting. For example, if you update the value of a contact field that's included in the household naming formula, NPSP automatically updates the household name.

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