A public list view can be accessed by all users, and it’s easy to end up with too many irrelevant list views if all users are able to create public list views. In order to create a public list view, users need the “Manage Public List Views” permission; it’s a good idea to re...
Learn how to create, filter, and share customized Salesforce list views to display high-value sales opportunities effectively.
“create a custom list view in salesforce classic” in the salesforce online help. list views with the visible only to me restrict visibility option are not accessible in metadata api. each of these list views is associated with a particular user. note declarative metadata file suffix and ...
There is nothing more annoying than opening Salesforce and having a ton of list views to scroll through to find the one you or your users want! Organize list views according to the goals of the team’s work – this can be achieved using proper naming conventions and numbers to create a ...
Salesforce has made this decision easy with the introduction of two new fields on the flow Object:category and subcategory. Now, organizing your flows will be a breeze – leverage these fields to create custom list views within the Automation Lightning app. ...
If you can’t find a related list that you use in Salesforce Classic, check What are the Gaps Between Lightning Experience and Salesforce Classic in the Salesforce Help. Take Action on Records Salesforce Classic lumps Chatter actions, activity actions, and quick create actions toge...
1:00 a.m. nov 12 webinar a free virtual workshop to get hands-on with agentforce agents, learn directly from agentforce experts, and get your ai and data questions answered. leave knowing how to create and customize agents that seamlessly integrate data, ai, & human action. tuesday, ...
1) Read access on the object2) Create and Customize List Views Which permission do you need to create, edit, or delete public list views? 1) Manage Public List Views To what can you share a report folder? 1) User2) User Group3) Role 4) Role and Subordinate Which access levels...
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To use real-time triggers in Salesforce, workflow rules have to be set up in your Salesforce organization. These workflow rules require theCustomize applicationpermission, although the connected user does not need to be the user who sets these rules up. This permission can be found inSetup>Pe...