Learn about how to use and customize views within Salesforce.
- [Narrator] Let's discuss views in this video.…A view is a standard or custom set of search conditions…that displays data from objects…that match the search criterion set in the view.…Data from objects is displayed in columns for easy review.…Unlike a spreadsheet, a view does not force a user…to present every field and it makes data review easier.…Views allows users to filter, sort, and find records.…I'll add a custom view to demonstrate…the flexibility of this tool.…We'll need to be signed in, and I'll go ahead…and I'll start by clicking on the Leads tab.…
And there's a gear cog icon right here.…Not to be confused with the similar icon for setup…which is above it over here.…Let's go ahead and pull down the menu…and then under list view controls, we'll click new.…I'll name it New Leads.…And here I can decide who gets to see it.…For the moment, I'll keep this private…since I'm experimenting and I don't want to confuse others…within my team with this new view.…Now I'll click save.…Now I'll remove some fields I don't need in this view.…
AuthorChristopher Matthew Spencer
- Planning a transition to Salesforce
- Administering user accounts
- Managing permissions
- Capturing and converting leads
- Customizing views
- Setting up opportunities
- Creating campaigns
- Customizing fields and pages
- Customizing apps
- Building and sharing reports
- Importing data
- Batch processing data
- Enforcing data security with auditing and policies
Skill Level Beginner
1. Getting Prepared
2. Users and Data Visibility
3. Working with Salesforce
4. Customizing, Branding, and Social
Search layouts4m 59s
6. Data Management
7. Data Security
Next steps1m 12s
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