- Navigate 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 I share a list view in Salesforce?
By default, sharing a list view with one user isn't available, but the workaround in both Salesforce Classic and Lightning Experience is to use Public Groups. In these cases, you would create a group with one person.
How do I share a contact in Salesforce?
On a contact's detail page, click Sharing. The sharing detail page lists the users, groups, roles, and territories that have sharing access to the contact.
How do I view all contacts in Salesforce?
To make this view visible to all users, simply go on to the view yourself - contacts tab>view>all contacts. When the page refreshes, click on the 'Edit' link next to the drop down box. This will allow you to edit the settings, fields etc. of the view and is split into steps.
Where is manage public list view 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 is sharing setting in Salesforce?
A sharing set grants site users access to any record associated with an account or contact that matches the user's account or contact. You can grant access to records via access mapping, which defines access for each object in the sharing set.
How do I create a contact sharing rule in Salesforce?
From Setup, enter Sharing Settings in the Quick Find box, then select Sharing Settings. In the Contact Sharing Rules related list, click New. Enter the Label Name and Rule Name.
How do I export a list of contacts from Salesforce?
Export Contacts and their DetailsClick the Reports tab, then click New Report.Select the folder where you saved your new report type, then select your new report type.Click Create.In the "Show" field, select All Contacts.Delete the dates listed in the "From" and "To" fields.More items...
How do I export a list from Salesforce?
Click Subscribers.Select the checkbox next to the list.Click Export.Click Next.Complete the File and Delivery dialog box. Note Use FTP for lists greater that 850 subscribers.Click Next.Choose the data to export by moving the desired attributes from the box on the left to the box on the right. ... Click Export.More items...
Can you export a list from Salesforce to excel?
Exporting data from SalesForce to Excel is pretty simple, once in a report, select the menu arrow > export > Excel format > Export. This will directly open the report in the Excel application, and the data will be usable within Excel spreadsheet program.
How do I manage public list views permissions in Salesforce?
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 access list view in Salesforce?
0:223:21Work with List Views in Lightning Experience | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipExperience you access list views from objects home pages to change the list view click the drop downMoreExperience you access list views from objects home pages to change the list view click the drop down menu if there are lots of lists in the menu. Find the one you want quickly by searching for it.
What is public list view in Salesforce?
If you are an administrator or a user with the “Manage Public List Views” permission, specify whether everyone or just you can see the custom view. This option is not available in Personal Edition. To see a List View, users must also have the appropriate “Read” permission on the type of records within the List View.