List Views

List View Manager

In this section, you can manage all your list views in one place and perform various operations, including:

List View Manager.png
List View Manager

List View Table Actions:

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Table Action
  • New: Create a new list view to display records based on specific criteria.

  • Refresh: Update the list of list views to reflect any recent changes or additions.

List View Row Actions:

  • Design: Customize the list view by adding display fields, applying filters, and configuring custom actions to tailor the data presentation.

  • Edit: Modify existing list view details, such as the label or sharing settings, to update visibility of list view record as needed.

  • Delete: Remove an existing list view from the system, permanently deleting it.

  • Publish: Make the list view available for use by publishing it, allowing it to be accessed by end-users within your Salesforce environment.

Note:

  • To add the list view to the desired Lightning page, you first need to click Publish to publish the list view. Once published, the list view can be added to the selected Lightning page.

  • Once published, list view can not be deleted. If you want to forcefully delete the list view, please refer the steps here.

The List View Manager's List View provides the following information:

Column Name

Description

Column Name

Description

Label

Displays the name of the list view.

Name

Shows the unique API name associated with the list view.

Note: This field cannot be edited.

Sharing Setting

Displays sharing if the list view the shared with everyone (Public) or with self (Me) or Specific User or Profiles.

Object

Display the Object associated with the list view.

Created By

Shows the date and time when the layout was created.

Created On

Displays the name of the user who last modified the layout.

Last Modified by

Displays the name of the user who last modified the layout.

Last Modified On

Shows the date and time when the last modifications were made.

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