Slaesforce FAQ

how to rename listviews in salesforce lightning

by Braulio Zemlak Published 2 years ago Updated 2 years ago
image

Oddly, there is no option to edit the out-of-the-box Recently Viewed List Views from the front end of Salesforce Lightning. We can modify the other out-of-the-box List Views, such as My Accounts, by renaming them, modifying filters, changing columns, etc. Go to Object Manager Under Setup

Full Answer

How to change default list view in Salesforce Lightning Community Builder?

For Salesforce Communities Users: Go into Lightning Community builder to your desired community site and select "Navigation Menu". Then select/create a new menu item with "Salesforce Object" as type. You will then see a new drop-down below that allows you to choose the "Default List View", allowing to change it from "Recently viewed".

How do I create list views in Salesforce?

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.

Does Salesforce lightning experience support list view?

Inline edit, row level actions, and the action bar are supported in Lightning Experience, the Salesforce app, and Experience Builder sites only. If attempting to use these features outside of this context, they are automatically disabled and a warning displays. On a desktop, this component renders a full list view.

How do list views work in lightning experience?

List views display and behave differently in Lightning Experience. You don’t go to a new page to create a list view. Instead, you stay on the same page and give the list view a name in a pop-up dialog box. You add filters to customize your list with a panel that slides out on the right side of the page.

image

How do I change a list view name 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 list view name?

You can make some changes directly in your list view. To do this, click the column name....Change a viewIn the command bar of your list, select View options . ... Select the name of the view that you want to change.More items...

How do I change the list view in Salesforce lightning?

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 change the list view fields?

On desktop, go to Setup | Customize | {Object Name} | Search Layouts | Search Results. A user's changes also affect which fields are shown on the search results page.

How do I change a related list field in Salesforce?

Customize Related ListsAccess the page layout editor.To edit a related list, double-click its tab. ... Select which fields to include in the related list, define the order in which the fields display, and select the record sort order. ... If desired, select other page layouts to apply your related list customizations to.More items...

How do I delete a list view in Salesforce?

Delete a List View in Salesforce ClassicSelect a custom list view.Click Edit.Click Delete.

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 view list views in Salesforce?

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.

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.

Can you edit recently viewed list view in Salesforce?

We are able to edit the Recently Viewed List View, as a System Administrator, by going under Setup, and using the Object Manager to find the Object in question. The Gear which leads to Setup in Lightning offers quick access to the current Object's Object Manager Page through the Edit Object link.

How do I add a field to a list view in Salesforce lightning?

Click Recently Viewed and select the All list view. Click the gear icon then select Select Fields to Display from the dropdown. Use the Add arrow to move these fields to the Selected Fields column, in order. Click Save....Click Add Filterand enter these details:Field: Out-of-State.Operator: equals.Value: True.

How do I make a list view editable in Salesforce?

To edit fields in one row of a list view:From the list, hover over the cell to edit, and then click. . Or, double-click the cell.Make your change in the editable cell or cells. A Save button appears at the bottom of the list view.Click Save.

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9