1、从Application Launcher中,找到并选择Sales应用,然后选择Customer标签。 2、从View Control中,选择New。 3、将列表命名为Channel Customers(渠道客户)。 4、选择all users to view this list view。 5、点击Save。 现在,列表视图显示了Maria的所有客户(不考虑客户类型
PATH:click: list view controls > select function > 选择要显示的字段 设置view sharing settings(共享设置) filters 筛选视图内容 List view controls > filters Add Filter Logic添加筛选器逻辑:1OR 2 view data 增、删、改、查、设置归属 Display显示模式 Table view:列表 Kanban view:按状态分类 split view:...
add filters, and pick the fields to show. But the setup flow occurs in stages now. As a result, you see the actual list view as you add filters, so you can check the results of your choices in real time.
List View Filters Filters are used to define the records you wish to view in your list view. For example, you might want to return all Accounts in New York. As well as adding one or more filters, you can use filter logic to do AND/OR logic. Add a Chart to a List View You can ...
Send Actions Send Actions are used in approval processes for email messages View controls视图控制 新建视图:list view controls (列表视图控制) > New > save > Filters > Add Filter > save Salesforce用户设置
Click Save to apply the filter to the list view. To remove the filter, click Remove All. Click Save. To close the Filters panel, click the X. Filtering is most powerful when there are numerous records. Try adding a new contact or two using the New button. Adjust your new filter to...
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filters show results 156 results filter no items found clear filters customer story wr immigration leveraged salesforce to raise the bar for legal tech. wr immigration has grown into an industry-leading example of how to use technology in law. learn more customer story how orlando...
defaulted on create, filter, group, sort, update description represents a special class of badges known as company badges. company badges are visible to the entire company and visible in specific list view filters. if this field is selected, everyone within the user’s ...
Then click on “Create New View” and create a list view per normal. Filter on “My Activities” that are not closed. Use Due Date to add your time range. <TIP>You can userelative date values, such as “This Week” or “Next 14 Days” in your filters. ...