In Salesforce CRM, we use List View to display data so that we can filter the records displayed, view them using a chart, and edit the contents of fields from the list.
List View make working with data much easier. In today’s post, we will tell you what List View from the largest CRM Service Provider in the World are. We will also show you how to use them to make your daily work with data easier.
Below is a graphic with a description of the individual elements of the view.
The List View is a way of presenting records for a given tab
An Object is a table with data that contains records or rows in a table, and fields are column headings.
Each Object in your organization has its own List View assigned to it only. By editing the standard List View available to each user, we’re changing their appearance for all users.
By selecting a pin next to the names, we will make the list pinned to the Object. This means that every time we access this tab, you’ll see a list that we’ve pinned.
List View Edit
From the List View, we can edit our records. By selecting squares by their names, click on any box, and in turn in the pencil icon. A window will open.
With which you can edit one field or by selecting a square, edit the fields on all previously selected records.
List View Management Tools
The first field on the left is used to search for records by their name.
Under the gear icon are hidden the editing options for the List.
Use the button with the table drawn to change the display view. We have to choose the form of Table or Kanban.
Charts – graphical representation of data
We can also view our records shown in List Views in the form of charts.
By using filters, we can group our records based on the values in the fields.
Let’s remember permissions, because only profiles with this permission can edit existing lists or create new ones.
|Needed User Permissions|
|To create list views||Create and Customize List Views|
|To create, edit, or delete public list views||Manage Public List Views|
List Views are an intuitive tool for managing records for an Object. Also, we can use it to fields mass edit.
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ME PL Solution Team
More on our blog:
How to implement the CRM system from Salesforce in your company? Read more on ME PL Solution blog.
Perhaps the concept of CRM is familiar to you and you are wondering if you really need it or is it the right time now? A few questions will help you figure it out. Read more on ME PL Solution blog.
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