Book Image

Salesforce CRM - The Definitive Admin Handbook

By : Paul Goodey GP, Paul Goodey
Book Image

Salesforce CRM - The Definitive Admin Handbook

By: Paul Goodey GP, Paul Goodey

Overview of this book

Table of Contents (18 chapters)
Salesforce CRM – The Definitive Admin Handbook Third Edition
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

List views


When you click on a tab, the Accounts tab for instance, you will be shown the My Accounts field in that view. This is termed as a list view and can be seen as shown in the following screenshot:

Other list views can be selected from the picklist.

You can modify existing views and define which columns and buttons (including standard and custom buttons) are to be displayed. You can click on New to create new views.

The following points apply to list views:

  • Every object in Salesforce CRM that is associated with a tab automatically has at least one list view. If there is no tab set up for the object, then there will be no corresponding list view.

  • List views can be modified by assigning filter criteria to control which records are returned for the affected object.

  • List views can be set up to be seen and accessed only by you, or you can set them to be accessed by certain roles and groups of individuals.

  • List views have a print feature that can be used by you and your users. To print from a...