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.
Full Answer
What is a list view in Salesforce?
A list view is simply a query with filters applied to it and the fields to be displayed specified. That means you're specifying which fields you want returned along with the WHERE conditions that are the filters specified for your 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.
How do I edit a list view in Salesforce lightning experience?
In Lightning Experience, make these decisions by clicking Select Fields to Display in the List View Controls menu ( ). You can still edit all of a record’s details from list views.
What data can I See in a list view?
In a list view, you see only the data that you have access to. You can see records that you own, have read or write access to, or are shared with you. List views also include records owned by or shared with users in roles below you in the hierarchy. The fields you see depend on your page layout and field-level security settings.
How do I get to 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 can I see list views?
0:404:06How to Visualize Data w/ List Views | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipWe'll start by clicking the list view controls button and selecting new we'll name it. And selectMoreWe'll start by clicking the list view controls button and selecting new we'll name it. And select who can view the new list in this case only Pat needs to see this view and that's selected by default.
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 view a query in Salesforce?
Execute a SOQL Query or SOSL SearchEnter a SOQL query or SOSL search in the Query Editor panel.If you want to query tooling entities instead of data entities, select Use Tooling API.Click Execute. ... Warning If you rerun a query, unsaved changes in the Query Results grid are lost.
How do you display list view in lightning component?
To create a list view, specify which object to render with the objectApiName attribute and which list view to use with the listName attribute. The list view doesn't require additional Apex controllers or Lightning Data Service to display record data. This example displays a list view of Accounts with five rows.
What's a list view in 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.
How do I edit 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 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 query a picklist field in SOQL?
To get the picklist label via SOQL. Use the PicklistEntry Class to retrieve picklist value's label and API name dynamically. getLabel() – will return a picklist value's label. getValue() – will return a picklist value's API Name, as it used to do before.
How do I query a table in Salesforce?
Salesforce – Viewing Data in the Developer ConsoleAll of the object's fields display. Select the fields you would like displayed in the result list. ... Click the Query button to create and add the SOQL query to the editor.Click the Execute button to run the query and see the results.
How do I query in SOQL?
To include SOQL queries within your Apex code, wrap the SOQL statement within square brackets and assign the return value to an array of sObjects. For example, the following retrieves all account records with two fields, Name and Phone, and returns an array of Account sObjects.
What is a Kanban view?
In Japanese, Kanban is a billboard or sign. In Lightning Experience, it’s a board where a list view’s records are organized as cards in columns, making it a snap to visually track and update work. Kanban view is typically available for objects that have standard list views, like Accounts, Cases, and Opportunities.
What does the yellow triangle on a Kanban card mean?
An alert appears as a yellow triangle on an opportunity card, letting you know that something needs your attention.
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.
Does Kanban have separate tabs?
If yes, the Kanban view has separate tabs for each record type. Now here’s the fun part. When you’re ready to update a record’s status, it’s as easy as dragging the record’s card to the correct column. For example, as you work through your list of open leads, drag lead cards to the appropriate status.
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.
