1. Go to Setup > Object Manager (Tab) > Select the Object related to the record. 2. Once the object page opens, select "Lighting Record Pages" and select the page you want to update and when that page opens, select "Edit".
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 edit a lighting record page in Salesforce?
Go to Setup > Object Manager (Tab) > Select the Object related to the record. 2. Once the object page opens, select "Lighting Record Pages" and select the page you want to update and when that page opens, select "Edit". (This will open the page builder) 3. Find the "Tabs" component that is placed on the page and click on it.
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 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 edit the standard list view in Salesforce lightning?
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.
Can we edit recently viewed list view Salesforce?
We are able to edit the Recently Viewed List View, as a System Administrator, by going under Setup, and using the Object Manager to find the Object in question. The Gear which leads to Setup in Lightning offers quick access to the current Object's Object Manager Page through the Edit Object link.
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 set up list views in Salesforce?
Create a Custom List View in Salesforce ClassicClick 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 we edit standard list view in Salesforce?
For most list views, your users can select which fields to display and how to order the view columns. However, they can't edit the recent records quick list on object home pages. Only Salesforce admins can select and order the fields to display for the recent records quick list.
How do I edit a list view column in Salesforce?
In the far right of the Search Results column, clickand select Edit. To add columns to the Recently Viewed list, select one or more fields from Available Fields and click Add. To remove columns, select one or more fields from Selected Fields and click Remove.
How do I change the list view buttons in Salesforce?
Business Use caseNavigate 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. Use this list view to add or remove any buttons from the list views. ... Once you're done, click on the Save.
How do I edit a 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 I edit Inlines in Salesforce?
Go to Setup and search for User Interface. You can also go through the path of Platform Tools > User Interface > User Interface or Build/App Setup > Customize > User Interface (last option). Select Enable Inline Editing and Enable Enhanced Lists then Save. 1.
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.
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.
Unable to Edit Using List View Controls
You could, for instance, try to Edit the Recently Viewed List View using the gear off the to the right. This is how we can create, edit or delete other List Views in Salesforce Lightning. Oddly, there is no option to edit the out-of-the-box Recently Viewed List Views from the front end of Salesforce Lightning.
Go to Object Manager Under Setup
We are able to edit the Recently Viewed List View, as a System Administrator, by going under Setup, and using the Object Manager to find the Object in question. The Gear which leads to Setup in Lightning offers quick access to the current Object’s Object Manager Page through the Edit Object link.
Editing Search Layouts
Editing Search Layouts is simple- you just need to identify which fields you want displayed and click Save. Use the arrows to Add or Remove columns. There are a few unrelated controls which hark back to Salesforce Classic- specifically the ability to allow Users to Override Search Results and add Custom Buttons. Neither applies to Lightning.