Slaesforce FAQ

how to see recently added items salesforce portal site success.salesforce.com

by Oma Reichert Published 2 years ago Updated 2 years ago
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The Recent Items section of the Salesforce sidebar lists up to 10 items that you’ve most recently added, edited, or viewed. To open an item’s detail or edit page, click its link. To view more information about an item, hover your mouse over the link.

Full Answer

How can you see recent items in lightning experience instant results?

In Lightning Experience, view your recently searched items by clicking in the search bar (2). Add the pages that you frequently use to your favorites. That way, you can click the star icon in your header to access them (3).

What is recent records in Salesforce?

In the Recent Items section of the Salesforce sidebar, you'll find a list of up to 10 items (records, documents, custom objects, and the like) you've most recently added, edited, or viewed.

How do I find records in Salesforce?

To view all standard and custom objects that are available to you in your org, click the plus icon (+). To see the records for a particular object, click the record's tab. View, edit, and create records from a list. List views are a great way to sort, prioritize, and analyze the records that are most important to you.

How do I edit recently viewed list?

Click the label name of the object for the Recently Viewed list you want to modify. From the menu of links at the top of the page, click Search Layouts. and select Edit. Recently viewed lists use the Search Results search layout in Lightning.

What are related records in Salesforce?

The Related Record List component shows, in a list, a single type of record related to a record. For example, if you're looking at an account, you can see a related list of contacts for that account. Use the Related Record List component on a generic Related Record List page or on a custom page.

How do I add a quick action to Lightning record page?

Select the page layout that you want to add the action to, and then click Edit. Add quick actions to the case page layout. Click Mobile & Lightning Actions. Drag the action into the Salesforce Mobile and Lightning Experience Actions section, and then place the action where you want it to appear.

How do I check Salesforce data?

To check your data when selecting a field to predict:Select the field you want to predict.Define your example set. ... Click Check Data.If you define a prediction set, click Check Data again and see the number of records to predict.If Data Checker reports that you don't have enough records, make adjustments as needed.More items...

Where can I find objects in Salesforce?

From Setup, enter Objects in the Quick Find box and select Objects. Next, click one of the custom objects in the list. Then scroll to the section for the specific customization. For example, to add a custom field to the Job Applications object, enter Objects in the Quick Find box, then select Objects.

How do I list all fields in Salesforce?

You can now include any of these in the field list:FIELDS(ALL) —to select all the fields of an object.FIELDS(CUSTOM) —to select all the custom fields of an object.FIELDS(STANDARD) —to select all the standard fields of an object.

How do I edit recently viewed lists in Salesforce?

From Setup, at the top of the page, select Object Manager. Click the label name of the object for the Recently Viewed list you want to modify. From the menu of links at the top of the page, click Search Layouts. In the far right of the Search Results column, clickand select Edit.

Why are there two recently viewed list views Salesforce?

The name of this view includes the name of the object. For example, this list view for accounts is called Recently Viewed Accounts. These two list views, Recently Viewed and Recently Viewed Objects, show the same records. The Recently Viewed Objects list view isn't deletable, filterable, or editable.

How do I clear recently viewed list in Salesforce?

To do so, go to Setup > Manage Users > Profiles > [Select Profile] > Object Settings > Accounts . Click Edit and change Tab Settings to Tab Hidden .

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