In order to restrict them, you would take the following steps:
- Remove "Create and Customize List Views" (profile)
- Remove "Run Reports" (profile)
- Remove all search bars.
- Remove all API access.
- Edit all list views so they are explicitly excluded, except for the one (s) you want.
Full Answer
How to remove recently viewed list view in Salesforce?
However, you could create a custom Visualforce Tab to replace it, to remove recently viewed list view: (1) If you want to take that route, first create the following Visualforce Page: (2) Next you need to create a Custom Tab for it. Go to Setup > Create > Tabs. In the Visualforce Tabs section, click New.
How to disable object permissions in Salesforce?
Setup|AdministrationSetup|Security Controls|Sharing Settings. Settings >> Manage Users >> Profiles >> Object Permissions >> Uncheck on "Delete" next to the appropriate records. Hope this helps you. For this situation you need to create a permission set for particular user that want to assign permission. Please follow this url
What can I do with restriction rules in Salesforce?
Another great use for Restriction Rules is Tasks. Within Salesforce, Tasks can be ‘Private’ or ‘Controlled by Parent’ meaning they can see a Task if they can see the related parent record. You could use Restriction Rules to only show Tasks that the current User owns, for example: You can also restrict records based on field criteria.
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.
How do I restrict list views in Salesforce?
In the Permission Sets 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 .More items...
How do you prevent a user from deleting a record in Salesforce?
Step -1 : Go to the Setup and search for the profiles in quick find box. Select the 'profile' in the below option. Step-2: Now In profile, Choose any one of the profile and Click 'Edit' to proceed. Step-4: In that custom object permission, uncheck the delete permission.
Can we delete list views in Salesforce?
Deleting List Views. To delete one of your custom views, select the view from the drop-down list and click the Edit link. At the top of the page, click the Delete button. If you are an administrator or a user with the “Manage Public List Views” permission, you can also delete shared views as well as some standard views ...
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.
Can we stop users from deleting the record using a validation rule?
Validation rule is not work for prevents deletion of record. You can use trigger for Prevent deletion record. Validation rules will only work if there is a record to determine if the formula evaluates to true.
How do I hide the delete button in a list view in Salesforce?
To remove the standard new button from the list views, perform the steps below:Navigate to Setup | Object Manager | Lead | Search Layouts for Salesforce Classic.Edit the List View by selecting the dropdown next to it.Uncheck the New[New] from the Standard Buttons list. ... Once you're done, click on the Save.
Why can't I delete a list view?
At the top or bottom of the Edit View page, click Delete. Note: If you do not see Delete as an option, this may be the default view for the list for which you cannot delete a view. You may first need to create or change modify another view and make it the default.
Who can 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 you delete a list view from an object in Salesforce?
If not, you're in Salesforce Classic.Select a list view.Click. to access List View Controls.Select Delete.
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.
How do I give custom and create permissions for list views?
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.
Can community users create list views?
Although it's not documented anywhere, Customer Portal users cannot create custom list views. They can only see (and obviously not create) public list views.
Where can I use Restrictions Rules?
With traditional sharing methods, you could open up access to records within the system, but there were some considerations with this method.
General Considerations
Restriction Rules are currently only available for Custom Objects, Contracts, Events, Tasks, Time Sheets and Time Sheet Entries.
Summary
Restriction Rules are a great feature. However, there are still a few obstacles to overcome to make these a viable option for all types of sharing problems.
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Question
I have a custom list containing employee information, which also consists of their private information such as social security numbers and dates of birth. I want to have 2 list views: public and private. Public will display only the columns containing generic information without any private information. Private will show everything.
Answers
This is possible by using audience targeting feature. Create as many view as you want and bind all views one by one in list AllItems view (Allitems.aspx). While adding the view in AllItems page you have to do the audience targeting. Below are details steps.
All replies
The short answer is that you can't. Permissions are set on the list level, not any lower to things like fields or views.
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 ( ).
Where Can I Use Restrictions Rules?
- With traditional sharing methods, you could open up access to records within the system, but there were some considerations with this method. If you have a Custom Object as the child in a master-detail relationship, its access defaults to ‘Controlled by Parent’. This means if a user can see the parent record, they can see the child record. Restrict...
General Considerations
- Restriction Rules are currently only available for Custom Objects, Contracts, Events, Tasks, Time Sheets and Time Sheet Entries.
Summary
- Restriction Rules are a great feature. However, there are still a few obstacles to overcome to make these a viable option for all types of sharing problems. Be sure to test these thoroughly in a sandbox before making anything live in production and use criteria to ensure a user is only influenced by one rule per object to avoid any conflicts. Fingers crossed Salesforce increases th…
References