We Can t Update Your List View Try Again Sales Force
Have you ever wanted to become rid of the "Recently Viewed" listing view in Salesforce? Well, yous're not alone. I of the most common feature requests of all time by the Salesforce Trailblazer Community is to give users the ability to default list views.
In this article, nosotros will walk through a couple of ways to default list views using standard Salesforce functionality that can be set up in minutes. Permit'southward take a look…
one. Pinned List Views
First up, we have Pinned list views. This simple but effective characteristic was delivered in Leap '19 and allows individual users to select which list view appears first when they select an object.
To "Pin" a list view, Salesforce users simply need to navigate to their object of choice, where they will be presented with the pin icon next to the list view.
Once you select which listing view y'all desire to pin, hitting the pivot icon next to the related list. Once selected, the next fourth dimension the user returns to the object tab, the related listing they selected will be pinned, just like the beneath…
2. Default List View as a Tab
Default list views tin also exist easily added to your Salesforce Lightning experience navigation bar. This can be useful if you want to add together multiple default list views per object.
This characteristic takes reward of Salesforce Lightning's hands customizable navigation bar, which can be changed in a number of different ways.
Read more: Summit 10 Salesforce Tips for 2022 to Supercharge Productivity
- Firstly, select the listing view you would like to default within the navigation bar…
2. Adjacent, select the drib-downwards pointer next to the object to show more options. Click on the bottom carte du jour particular that allows you lot to open the list view in a new tab.
3. If y'all look at the stop of your navigation bar, you should encounter the tab you have simply opened. Click on the arrow again and add this list view to your navigation bar.
Once this has been completed, yous have successfully added a listing view to your navigation bar. Merely to further ensure this is optimised and is correctly placed, you tin select the pencil icon on the right-hand side of your navigation bar.
Here yous volition be able to move your list view to the optimum position, too as rename it to your liking.
3. Default List View on the Habitation Page
Later on reading this post, you might be asking yourself "How do I Pin list view for all users in Salesforce?". Well, unfortunately, Salesforce has disabled this feature on purpose. You can read more about this on the original Salesforce idea here.
However, nosotros'd like to present an culling solution that allows you to default a list view for a item grouping of users, using the Lightning Experience App Builder and creating a custom home folio.
As you might already know, creating a custom home page using the Lightning Experience App Builder allows you to define which components are shown. If y'all select the "List View" component, and so you can select the list view that is shown past default.
To get more information on how to create a new home page using the Lightning Experience App Builder. Cheque out this great tutorial from Salesforce
Conclusion
With Salesforce Lightning, at that place are a whole host of features that go across what Salesforce Classic was capable of. I hope that this article has quickly helped y'all to solve an age-old Salesforce trouble for you lot and your users. Make sure to sign up for our newsletter to get other Salesforce hacks delivered to your inbox!
Source: https://www.salesforceben.com/3-ways-to-default-list-views-in-salesforce/
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