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Salesforce CRM - The Definitive Admin Handbook

You're reading from   Salesforce CRM - The Definitive Admin Handbook Build, configure, and customize Salesforce CRM and mobile solutions

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Product type Paperback
Published in Apr 2019
Publisher Packt
ISBN-13 9781789619782
Length 782 pages
Edition 5th Edition
Languages
Concepts
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Authors (2):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
Paul Goodey GP Paul Goodey GP
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Paul Goodey GP
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Toc

Table of Contents (19) Chapters Close

Preface 1. Section 1: Getting Started with Salesforce CRM FREE CHAPTER
2. Setting Up Salesforce CRM and the Company Profile 3. Managing Users and Controlling System Access 4. Configuring Objects and Apps 5. Section 2: Managing Data in Salesforce
6. Securing Access to Data and Data Validation 7. Managing Data in Salesforce CRM 8. Generating Data Analytics with Reports and Dashboards 9. Section 3: Business Processes, Cloud Development, and Lightning Experience
10. Implementing Business Processes in Salesforce CRM 11. Core Business Functionality in Salesforce CRM 12. Extending and Enhancing Salesforce CRM 13. Administrating the Mobile Features of Salesforce CRM 14. Lightning Experience 15. Einstein Analytics 16. Section 4: Salesforce CRM Certification
17. Studying for the Certified Administrator Exam 18. Other Books You May Enjoy

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 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.

To create new views, click on the Create New View link and then enter the details for the view, as shown in the following screenshot:

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, 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...
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