What is enhanced list view in Salesforce?
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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 edit an enhanced list 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.
How do I create a list view in Salesforce?
Create a Custom List View in Salesforce Classic
- Click 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.
What is enhanced profile interface?
The enhanced profile user interface provides a streamlined experience for managing profiles. You can easily navigate, search, and modify settings for a profile. Your Salesforce org can use one profile user interface at a time.
How do I create an enhanced related list in Salesforce?
Steps to add Enhanced related list in lightning experience:
- Go To | Record detail page | Click on setup | Edit Page.
- Drag the related list from the left sidebar in Related tab.
- Now change the Related List Type to “Enhanced List”.
How do I enable enhanced profile view in Salesforce?
From Setup, in the Quick Find box, enter User , and then select User Management Settings. Enable Enhanced Profile User Interface.
What is a Salesforce list view?
List views are ways of displaying small size of data that are instantly accessible for different Objects. List views are created by defining what data we want to see in the columns and also what fields they should be filtered by.
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.
How do I get an enhanced profile view in Salesforce?
How do I find the enhanced profile view in Salesforce?
How To Enable Enhanced Profile Views In Salesforce
- Step 1: Go to Setup > Type “User Interface” in the quick search. Setup > User Interface.
- Step 2: Check the box > Enable Improved Setup User Interface. Under the Advanced Tab you will find the option to Enable Improved Setup User Interface.
How do I edit an enhanced CMTD related list?
- Create configuration data records in the Custom Metadata Type. – From the setup menu, go to Custom Metadata Type.
- Drag and drop the component in the App Builder. Edit the lightning page and looks for the “CMDT Enhanced Related List” component under Custom – Managed.
- Configure component attributes to suit your design.
How do I give access to Listview in Salesforce?
Salesforce Classic
- Navigate to Setup | Manage Users | Public Group.
- Click New.
- Name the Public Group via the “Label” field.
- Select Users under the “Search” drop-down.
- Add the specific user(s) with whom you want to share the list view.
- Click Save.
How do I modify a list view in Salesforce?
Edit List View Filters in Salesforce Classic
- Click 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.
What are Salesforce list views?
How do I turn off enhanced profile view in Salesforce?
Follow the below steps, if User Management Settings is not available in your Salesforce organization. Go to Setup –> Build –> Customize –> User Interface and enable/disable “Enable enhanced profile user interface”.
How do I enable enhanced profile in Salesforce?
To enable the enhanced profile list view:
- From Setup, enter User in the Quick Find box.
- Select User Management Settings.
- Enable Enhanced Profile User Interface.