In the header, tap the search icon. This will instantly open a list of your most recently used records across all objects. Type your search terms. The list of recently accessed items changes to show only items that match what you’ve typed so far. At any point, you can tap an item in the list to open it.
Full Answer
How do I create a website in Salesforce?
Register the Salesforce Sites domain for your organization. Create and configure your site. Develop and use Visualforce pages for your site, use or hide standard pages, and customize or replace out-of-box error pages. Associate these pages with your site.
How do I set public access settings in Salesforce?
Public access settings control what public users can do on each Salesforce Sites site. To set the public access settings for your site: From Setup, enter Sites in the Quick Find box, then select Sites. Click the name of the site you want to control.
Why doesn't the Salesforce lookup search return all recent items?
If the user does not enter a search string before clicking the Lookup Search button, it doesn't return all but just the 20 most recent items the user has clicked on. This is because this display will be a dynamic entry if we do so on the salesforce search engine, therefore it will make the display based on each organizations private settings.
What are the benefits of Salesforce sites?
And because sites are built on native Visualforce pages, data validation on collected information is performed automatically. You can also enable users to register for or log in to an associated portal seamlessly from your public site. Salesforce Sites is subject to these additional Terms of Use.
How do I view recent activity in Salesforce?
To view your Recent Activity page, go to the Ideas tab and click your Nickname link on the right side of the page. To view the Recent Activity page of another member of the zone, click the member's name below any idea or comment that they posted.
How can you see recent items in lightning experience instant results?
In Lightning Experience, view your recently searched items by clicking in the search bar (2). Add the pages that you frequently use to your favorites. That way, you can click the star icon in your header to access them (3).
What is recent records in Salesforce?
Recent Record will show you only 5 records at a time. The Recent Items component displays a list of the most recently used items. The default is three, but you can set it to show a maximum of 30. In the Lightning App Builder, you can specify which objects' records appear in the recent items list.
How do I edit recently viewed list?
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.
Which activities can you view in the activity timeline?
The activity timeline view shows details for each task, event, and email in an expandable timeline view. The related lists view shows details for each task, event, and email in the Open Activities and Activity History related lists. Note All standard Lightning Experience record pages support both views.
How do you access your lightning experience profile page?
In Salesforce Classic and Lightning Experience, use your profile menu to access your profile page and personal settings. If you have permission to switch between Lightning Experience and Salesforce Classic, the link to do so is located here, too.
How do I find recently created records in Salesforce?
If you want to find the latest record just run a query ordered by created date: Custom_Object__c co = [select Id from Custom_Object__c order by CreatedDate desc limit 1]; If you want the last record that was modified use LastModifiedDate instead.
How do I add Recent Items to Salesforce?
In the header, access your favorite pages by clicking the dropdown beside the star icon (2). In the navigation bar, see your recently accessed records for any item by selecting the dropdown next to the item name (3). From the home page, click the name of a recent item in the Recent Records component (4).
Can you customize recent items in Salesforce?
Yes, You can replace recent items with a custom name.
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.
How do I add a custom button to the recently viewed list view in Salesforce?
All AnswersFrom Setup, click Object Manager, then click Lead.Click Buttons, Links, and Actions, then New Button or Link.Name the button.Select List Button.Content Source: Visualforce.Select your visualforce page. The visualforce page should use the object's standard controller. ... Add button to the layout:
How do I clear recently viewed list in Salesforce?
To do so, go to Setup > Manage Users > Profiles > [Select Profile] > Object Settings > Accounts . Click Edit and change Tab Settings to Tab Hidden .
What is Salesforce site?
Salesforce Sites enables you to create public websites and applications that are directly integrated with your Salesforce organization— without requiring users to log in with a username and password. You can publicly expose any information stored in your organization through a branded URL of your choice.
What is Salesforce information?
Salesforce organizations contain valuable information about partners, solutions, products, users, ideas, and other business data. Some of this information would be useful to people outside your organization, but only users with the right access and permissions can view and use it.
How to determine the URL of a Salesforce site?
The Salesforce Sites Domain. For each of your sites, you determine the URL of the site by establishing the site's domain name. You can choose one of the following domain options. Use your Salesforce Sites domain. With this option, your Salesforce Sites domain name is used for all the sites that you create.
How to edit public access settings in Salesforce?
To set the public access settings for your site: From Setup, enter Sites in the Quick Find box, then select Sites. Click the name of the site you want to control. Click Public Access Settings to open the Profile page for your site profile.
How to share a list view with public users?
To share a list view with public users, create a new public group for those users and give them visibility. If the object's sharing is set to private, public users won't be able to see those records, regardless of list view visibility. Control the visibility of custom apps.
