Firstly, select the list view you would like to default within the navigation bar… 2. Next, select the drop-down arrow next to the object to show more options. Click on the bottom menu item that allows you to open the list view in a new tab.
Full Answer
What are default list views in Salesforce Lightning?
Default list views can also be easily added to your Salesforce Lightning experience navigation bar. This can be useful if you want to add multiple default list views per object. This feature takes advantage of Salesforce Lightning’s easily customizable navigation bar, which can be changed in a number of different ways.
How do I change the default list view within the navigation bar?
Firstly, select the list view you would like to default within the navigation bar… 2. Next, select the drop-down arrow next to the object to show more options. Click on the bottom menu item that allows you to open the list view in a new tab. 3. If you look at the end of your navigation bar, you should see the tab you have just opened.
How do I Pin a list view in Salesforce?
To “Pin” a list view, Salesforce users simply need to navigate to their object of choice, where they will be presented with the pin icon next to the list view. Once you select which list view you want to pin, hit the pin icon next to the related list.
How do I change the default view in Salesforce?
When you click on the “Leads” tab, by default, you will see your “Recently Viewed” records. If you want to change the view that you're looking at, just click on the dropdown arrow next to “Recently Viewed”, and select the view you'd like to see on your screen.
How do I make an object the default in Salesforce?
Steps to set a custom object tab as the default for an app in Lightning ExperienceClick the gear icon then Setup.In the Quick Find search box, enter App Manager and click on it from the results.Locate the app you want to configure then click the dropdown arrow on the right.Select Edit.Click on Navigation Items.More items...
How can we change the default list view?
2. Default List View as a TabNext, select the drop-down arrow next to the object to show more options. Click on the bottom menu item that allows you to open the list view in a new tab.If you look at the end of your navigation bar, you should see the tab you have just opened.
How do I view standard objects in Salesforce?
Once you log in to the salesforce platform, you can see the available objects.Example. The most commonly referred standard object is called the Account Object. ... Login to the Salesforce platform and follow the link path Settings → Setup Home → Object Manager - Account.In this step, click on the Schema Builder.
What is default tab option in Salesforce?
Default On: Show the tab by default for users with this profile. Individual users can override this setting for their login. Default Off: Hide the tab by default for users with this profile. Individual users can override this setting.
How do I set default value in lightning component?
0:006:06How to Set Default Values When You Create a New Record | SalesforceYouTubeStart of suggested clipEnd of suggested clipSo if you always want the value to be defaulted no matter where they click to create a new record orMoreSo if you always want the value to be defaulted no matter where they click to create a new record or how the new record was created you'd actually want to just set a default. Value right at the field.
How do I make the list view default in Salesforce Classic?
0:051:10Changing Default List Views in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipTo make the list of your choice. The default list view and from your home screen in Salesforce.MoreTo make the list of your choice. The default list view and from your home screen in Salesforce. Choose the object that you want to pin the ListView on so for this example I'm gonna do it counts.
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...
What are the standard list views in Salesforce?
You can visualize list view data in three types of charts: vertical bar, horizontal bar, and donut.
Where is object Management settings in Salesforce?
From Setup, at the top of the page, select Object Manager. Select one of the objects in the list, and then select a specific customization from the left pane. For example, to add a custom field to the Account object, select Object Manager from the top of the Setup page.
What is the difference between standard object and custom object?
Standard objects are objects that are included with Salesforce. Common business objects like Account, Contact, Lead, and Opportunity are all standard objects. Custom objects are objects that you create to store information that's specific to your company or industry.
What is SObject in Salesforce?
Sobjects are standard or custom objects that stores record data in the force.com database. There is also SObject datatype in apex that is the programmatic representation of these SObjects. Developers referes to SObject and their fields by their API names.
Friday, November 29, 2013
By default, when user click an object tab in Salesforce, example: Account tab, user will be presented with latest View selected by login user , example in screenshot below, it show "My Accounts" view, this mean, user select "My Accounts" before open an Account or click anywhere else. After View is Recent Accounts list.
Salesforce: Modify default View in Object Tab
By default, when user click an object tab in Salesforce, example: Account tab, user will be presented with latest View selected by login user , example in screenshot below, it show "My Accounts" view, this mean, user select "My Accounts" before open an Account or click anywhere else. After View is Recent Accounts list.
Salesforce Default List View Options
Below are the options you have for how you can set Salesforce default list view:
Default List View on Home Page
This option is fairly straightforward. As you build the custom Home Page for your organization, you can bring in a component and choose the view that will appear. This will allow everyone who is assigned that Home Page the ability to see their records in the default view you prefer.
Default List View As A Tab
With this option, you can include several list views for the same object. Essentially, you are saving a list view as tab in the navigation bar. Here is how to do this:
Pinned List View
The final option for the Salesforce default list view is the Pinned List View. For this option, simply go to the view you want. Once there, you will notice a pin icon to the right of the list view name. Click on this and Salesforce will tell you this list has been pinned.
