Chapter - 3 Know More About List Views, The Kanban View, Reports and Dashboards and More

List Views

List views let you see records that are important to you. Using filters, you can create customized lists of accounts, contacts, opportunities, or other records in Salesforce. 

For example, create a list view of opportunities you own and add a filter on amount to help you find your biggest deals in the pipeline.

List views are more than just columns of text. Power up your productivity with list view charts to visualize your data graphically with a handy chart. And it’s all created on the fly without an admin’s help.

• Visualize data in seconds with list view charts
• Quickly slice your data how you want by creating filters on the fly
• Find a favorite list view fast with type-ahead search

List View dropdown menu (1)

Click ▼ List View DropDown Menu to access your list views.

Pin list icon (2)

Click   List View Pin Icon to pin a list view. A pinned list is the default list view for that object. A Pinned icon icon indicates a pinned list. To pin a different list, select a different list view and pin it instead.

List View Controls menu (3)

Click  List View Controls Icon to access list view actions, including creating, renaming, cloning, and sharing them. You can also choose which fields to show in a list and editing filters that you’ve applied.

Layouts icon (4)

Click 𝌠 List View Layout icon to toggle between displaying lists in the standard table view (𝌠) or the Kanban view. The icon changes to match the selected view. Kanban is a workflow visualization tool. We talk about Kanban in a bit.

When working with task lists, you can also use split view to see all of your tasks on the left side of the page, plus the details for a selected task on the right.

Refresh icon (5)

Click ⟳ List View Refresh Icon to get a fresh view of a list more quickly than doing a full page reload.

Edit icon (6)

Click ✎ List view Edit Icon to update fields in your list. You move to the first editable field in the list. Edited fields are highlighted in yellow to remind you to save your changes.

Charts icon (7)

Click  List View Charts Icon to transform list data into simple and easy-to-understand pictures that show things like percentages, totals per account, ratio of dog lovers to cat owners, and other useful information.

Filter icon (8)

ClickLlist View Filter Icon to narrow or expand the records that appear in a list view by adding, modifying, or removing filters.

The Kanban View

The Kanban view organizes a set of records into columns to track your work at a glance. To update a record’s status, drag it into a different column. You can configure the board by selecting what fields columns and summaries are based on. And, get personalized alerts on key opportunities in flight.

• Visualize your work at each stage or status
• Move records between columns using drag and drop functionality
• For opportunities, get alerts to notify you when action is needed on a key deal
• Quickly create filters to slice your data how you want
• Edit or delete records to keep them up to date
• Configure columns and summary fields on the fly

1. The records in the Kanban view are based on the selected list view.
2. Easily toggle between the list view grid view and the Kanban view.
3. Filter your records to view a particular subset of your records.
4. Search for records within the current view.
5. Select which record type to view.
6. Columns are created based on the grouping field.
7. Change how columns are organized and summarized using Kanban settings.
8. Quickly move a record to a different column by dragging the card.
9. For opportunities, alerts tell how to keep a deal on track, for example, create a task or event.

Reports and Dashboards

Similar to list views, reports are a list of records that meet the criteria you define. But unlike list views, with reports you can apply more complex filtering logic, summarize and group your data, perform calculations, and create more sophisticated visualizations of your data using dashboards.

One feature you’ll love is the ability to create your own filters on the fly. Dashboards created by your admin highlight the data you need in a flexible layout, with spanning columns so you can see more dashboard components (charts) in different sizes on a single dashboard.

• Create filters on the fly for reports
• Make visually awesome dashboards using flexible layout and spanning columns
• Collaborate with others via feeds

1. Report Charts: Create a quick visualization of your data on demand.
2. Filters: Add a filter on the fly to slice data as needed.
3. Feeds: Collaborate on report data.
4. Simple Layout: Add the columns you want to see and sort them as needed.

Search for Records

With all the useful data you have in Salesforce, search is the quickest way to find what you need, when you need it. In Lightning Experience, you can search from the top of every page.

A few things to note about searchable fields:

• You can't search encrypted, formula, or lookup fields or fields hidden by Field Level Security.
• By default, enhanced lookups query a limited set of fields, primarily Name fields for each object. If available in the enhanced lookup search dialog, select All Fields and enter other search terms unique to the record, to search through all searchable fields.

To find all the search related Information : Click Here

What to Do If You Don’t Find What You’re Searching For

• Check your spelling and verify that you entered the full search term.
• Check whether the object or field is searchable.
• Make sure you have access to the record. Search only returns results you have permission to view.
• If you recently created or updated the record, wait a few minutes for the record to be made searchable. If you can’t find your record after 15 minutes, contact your admin.

Wait For Chapter - 4 Happy learning...