Activity Forums Salesforce Discussions How to add views in Salesforce?

  • How to add views in Salesforce?

  • Anjali

    Member
    December 30, 2020 at 10:31 am

    How to add views in Salesforce?

  • Shweta

    Member
    December 30, 2020 at 2:59 pm

    Follow these steps to add list view:
    1. Click Create New View at the top of any list page or in the Views section of any tab home page
    2. Enter the view name.
    3. Enter a unique view name. The API and managed packages use this unique name
    4. Specify your filter criteria. If you want more filter fields, click Add Filter Logic, and then Add Row.
    5. Select the fields you want to display on the list view.
    6. Click Save. The view appears in the View dropdown list so you can access it later.

  • kishan

    Member
    February 26, 2021 at 12:31 pm
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