List Views In Salesforce

What are list views in Salesforce?

List views in Salesforce are the set of search conditions created to extract specific set of records in an object. We can access list views via REST API.

How to create list views in Salesforce?

List views are widely used in any Salesforce organisation. For Standard objects there are some standard list views are available in Salesforce but for custom object we have to create custom list views in Salesforce.com.

In this Salesforce tutorial we are creating custom list views for the invoice created in this week. Go to Invoices Tab| Create new view.

• Click on Invoice Tab.
• Invoice Home page will be opened where for custom object Invoice we don’t have any custom view. The default view is All.
• When a view is All, it displays all records that are created in Invoices Object.
• To create New list view in Salesforce click on create New view as shown above.

1. Enter View name and view unique name.
2. Ente filter criteria.

In this criteria we are going to extract the records that are created Today. The filter criteria will be as follows.

Step 3: Select Field to display.

In this step we have to select the field that are to be displayed. Select the field from Available field to Selected field using arrow.

As shown above we have selected Invoice name, Amount, Invoice Date and Created Date fields in Step 3.

Salesforce list view permissions.

We can create and edit permission set list views in Salesforce.com. Permission Sets can be managed using Profiles and Permission Sets

Salesforce Record Type

Salesforce record type allows every administrator to configure different page layouts, business processes and picklist values based on the user’s profile.
The significance of Salesforce record type can be understood only when we have different business process defined in an organization.

Steps to implement Salesforce record type.

1. Create respective page layouts.
2. Assign appropriate fields to the page layouts.
3.  Create the record type.
4. Assign to profiles.
5. Add corresponding values to picklist.

Creating page layouts for record types.

Assigning fields to acquisition layout.

Assigning fields to legal layout.

How to create Salesforce record type.

To create Salesforce record type go to Account Object | Record type | New.

• Click on record on new record type.

• Enter record label, record type name.
• Click on active to make it active.
• Select the profile to which this record type is to be visible.

Here we creating record type for acquisition team so we are enabled for only acquisition profile only.

• Click on Next button
• 

• Select the page layout as shown above.
• Click on Save button.

Successfully we have create Salesforce record type and we have to edit picklist values for account Type.

• Go to Account type and click on Edit button.

Only Individual Broker and third Party Broker are only applicable for Broker. So we have selected those two picklist values for Broker record type.

• Click on Save button.

Successfully we have created all the three account record types in salesforce.

• To check Record types in Salesforce create new account.

previously when creating an account we don’t see any record types in Salesforce. Now we have to select Salesforce record type to create new account

Salesforce Course Overview

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