In a list view, select all of the leads that you converted. Add "Campaign Members" to the page layout as a "Related List." Then move the fields around. Move on to the next step and customize the page layout of the Travel Approval object. How to Create List Views in Salesforce Lightning. Learn how to view and customize list views in Lightning Experience. You can switch between different list views by selecting the current list view and selecting another from the dropdown list. Why are players required to record the moves in World Championship Classical games? You can edit record fields directly from within a list view. By default, Salesforce includes a number of views for each screen Tab. You can search for records in a list view using the list view search box. Just remember that these new changes stay in effect if you toggle back to the lists table view. Lines 23-31: template for:each={filterOptions} is used here to iterate over defined list of filters for our list ciew button. 5. You now have a list view that shows you just the leads you want to focus on. As List Views use one field, such as Stage or Close Date, you can narrow down the data to see only what you need. Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. Ultimate Guide to Salesforce Dynamic Related Lists For example, say that you want to know which accounts represent the most overall value in the pipeline to make sure youre focusing on the right opportunities. By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. An ID field is a 15-character field that identifies a record. You will then see a new drop-down below that allows you to choose the "Default List View", allowing to change it from "Recently viewed". from lists. In the header there is a Mini Page Layout link. Say you had a great quarter, successfully converting several leads. Using your playground ensures that you arent changing data in your production org.
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