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Showing posts with the label List Views The Kanban View Reports and Dashboards Search for Records What About Salesforce Classic? Meet the Switcher

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 diff

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