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Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

You're reading from  Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Product type Book
Published in Dec 2016
Publisher Packt
ISBN-13 9781786468963
Pages 644 pages
Edition 4th Edition
Languages
Concepts

Table of Contents (18) Chapters

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition
Credits
About the Author
Acknowledgments
About the Reviewer
www.PacktPub.com
Preface
Setting up Salesforce CRM and the Company Profile Managing Users and Controlling System Access Configuring Objects and Apps Securing Access to Data and Data Validation Managing Data in Salesforce CRM Generating Data Analytics with Reports and Dashboards Implementing Business Processes in Salesforce CRM Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM Extending and Enhancing Salesforce CRM Administrating the Mobile Features of Salesforce CRM Studying for the Certified Administrator Exam

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 would 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 it to be accessed by certain roles and groups of individuals.

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

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