how to share list views with private groups salesforce

Open the list view to share Click on the List View Control button (Gear Icon) and choose Sharing Settings Select Share list view with groups of users

Full Answer

How to restrict list views of other users in a group?

1. Create a group, add the user into the group 2. create a list view. Step 4. Restrict Visibility -->select 'Visible to certain groups of users' 3. Select the group which you created and save Firs of all list views should be set as public. I am afraid pesolan list views of other users can not be managed by admin.

How can I see all the channel customers in Salesforce?

From the App Launcher, navigate to the Sales app and select the Accounts tab. From the list view controls (), select New. Name the list Channel Customers. Select All users can see this list view. Click Save. So far, the list view is showing us all the accounts, regardless of their type or location.

How do I create a public group in listview?

ListView allows you to see a filtered list of records, such as contacts, accounts, or custom objects. you will redirect to the Create new view page . and add the created public group in the list. But i have done it in professional edition and profiles are not visible in this edition.

How do I create a chart pipeline in Salesforce?

Let’s follow along. From the Sales app, click the Opportunities tab, and select the All Opportunities list view. Click . In the Charts panel that appears, click and select New Chart. Name the chart Pipeline Total Value and give it these parameters.

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 create a private list view in Salesforce?

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.

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...

How do I restrict list view in Salesforce?

You may follow the below steps:Click affected Object tab.Click Edit beside the List View.Under "Restrict Visibility" | Check if the List View is: Visible to certain groups of users. Or. ... Make the List View Visible to all users (Includes partner and customer portal users)Click Save.

How do I assign list views to profiles?

In the Profiles 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 . To search for and select the setting you want, type a setting name, or click the lookup icon.

What is the purpose of list views for contacts?

List Views use Objects, like Leads, Accounts, Opportunities, and more, to find the data points you're looking for. As List Views use one field, such as Stage or Close Date, you can narrow down the data to see only what you need.

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.

What is manage public list views?

Manage Public List Views – This permission gives the user the ability to share and edit any public List View regardless of the object.

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.

How do I allow users to edit list views 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 restrict editing access in list view Salesforce?

You can restrict that from Setup. Setup -> User Ineterface and mark 'Enable Enhanced Lists' checkbox as false. Please mark it as best answer it it helps you. Sharing Permissions allowing you to edit the records in the list.

What are the permissions you can give while creating a list view?

Under Select Columns to Display, specify the settings that you want to appear as columns in the list view. You can add up to 15 columns. From the Search picklist, select a setting type....Create and Edit Permission Set List Views.User Permissions NeededTo create, edit, and delete permission set list views:Manage Profiles and Permission Sets

Create a List View

Since users don’t need an admin to create list views for them, Maria’s going to go get some coffee, and we’ll step into the shoes of one of her coworkers, Erin Donaghue. Erin’s a new sales rep for Ursa Major Solar, focusing on channel customers in the United States. She wants to set up a custom list view so she can see only those types of accounts.

Customize a List View

You’ve created a custom list view and added filters, but there’s even more you can do. Erin doesn’t want to see certain columns, and wants to add others. Let’s start there.

Create a List View Chart

List view charts help you visualize your list view data. Erin wants to see which accounts represent the most overall pipeline value, so she’s going to add a chart to the All Opportunities list view. Let’s follow along.

Hands-on Challenge

You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.

Key Business Problem

I want to create a List View to show a user only the Custom Object records for which they are responsible, but they may not be the owner of the record. The “My Record” functionality is based solely on ownership of the record, so how can we create useful List Views for each user without the “My…” capability?

Background

For Southeast Dreamin’ (SED), we manage all of our session submissions and logistics in a Salesforce org. When someone submits a session, the form creates a Custom Object Session__c record and one or more Speaker__c records. Sessions can have one or more speakers attached to them.

How I Solved It

I created a custom formula field that evaluated to “true” if the Session Manager was the same as the current user, and then built List Views from that field.

Results

Now, all the session managers can use the same list view so no need for everyone to create their own! No more list view proliferation AND time saved! An #AwesomeAdmin’s dream!

Do Try This at Home

While I used this on a custom object, you can use it on standard objects as well! Opportunities, Accounts, etc. As long as that object has a custom field with a lookup to the User object, you’re in good shape!