From the App Launcher, find and select 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.
Full Answer
Are there any data views in Salesforce?
As mentioned in the beginning, almost all Data Views are documented, but there are at least four, which you won’t find in the official documentation. Two of them hold data related to Mobile Connect and you can access them by referencing _MobileAddress and _MobileSubscription.
How to create a custom view in Salesforce?
Click Lead Tab. Now view Click hyperlink called create new view. Now a form is shown. Step1. Enter view name , view name unique . Step 2. Now specify filter criteria that you want to view . Select Filter by additional fields. Step3. Now select display options that you want to view . Step 4. Restrict Visibility.
What are list views in Salesforce lightning experience?
From working in Salesforce Classic, you know that list views are a great way to sort, prioritize, and analyze the records that are most important to you. As you’d expect, your existing list views are waiting for you in Lightning Experience.
What is a view unique name in Salesforce?
The View Unique Name is what the name of the View looks like to the Salesforce database. It must have underscores between words and no punctuation. If you type in a name in the View Name box and then press your Tab key, the system will create the View Unique Name for you.
How do I view list views in Salesforce?
You can search for records in a list view using the list view search box. Click the search box or use the keyboard shortcut g+f, and then enter your query. The list view search looks at all searchable fields even if the corresponding columns aren't shown in the list view.
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 view list views?
0:404:06How to Visualize Data w/ List Views | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipWe'll start by clicking the list view controls button and selecting new we'll name it. And selectMoreWe'll start by clicking the list view controls button and selecting new we'll name it. And select who can view the new list in this case only Pat needs to see this view and that's selected by default.
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.
Where is manage public list views in Salesforce?
To edit or delete any view you created, click Edit next to the View drop-down list. Administrators and users with the “Manage Public List Views” permission can also edit or delete public views and some of the standard force.com views.
How do you display list view in lightning component?
To create a list view, specify which object to render with the objectApiName attribute and which list view to use with the listName attribute. The list view doesn't require additional Apex controllers or Lightning Data Service to display record data. This example displays a list view of Accounts with five rows.
What is custom list view in Salesforce?
A Salesforce custom list view can empower users to grab and segment data at a moment's notice – without the need for admin support. You can display up to 15 fields of your choice on a list view, and these fields can be changed and rearranged depending on your needs.
How do I sort a list view in Salesforce?
Required Editions and User PermissionsOpen the list view.Click the header for the field column you want to sort by. An arrow appears indicating how the list is sorted: from the column's first record ( ) (alphanumerically) or its last ( ).
What is enhanced list view in Salesforce?
Enhanced lists give you the ability to quickly view, customize, and edit list data to speed up your daily productivity.
How do I unlock list view filters in Salesforce?
List View Filter option is Blocked in Community PageClick 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.
What is default list view in Salesforce?
Currently the default list view shows "Recently Viewed" records. Most users expect to see all records they can access and are confused by the default view during their first use of the platform.
How do I enable enhanced list view 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.
What is data view in Salesforce?
Data Views are a powerful feature of Salesforce Marketing Cloud. They store subscriber information and the last six months of tracking data for your account. While they cannot be accessed or viewed from the UI, they can be used like any other data extension: you can write a query against a data view in Automation Studio or in the new Query Studio and populate the results into a new data extension. You can join them with each other and with other data extensions. You can also reference them in AMPscript, for example in a Lookup function. Remember, that in order to be able to use Data Views, you first need to ask support to enable them in your account.
Can you use data views in AMPscript?
You can also reference them in AMPscript, for example in a Lookup function. Remember, that in order to be able to use Data Views, you first need to ask support to enable them in your account. Data Views provide the data and metrics that can help you drive your analytics efforts to the top. Understanding how they relate to each other is key ...
