List View Salesforce. Invoice home page will be opened where for custom object invoice we don t have any custom view. To share the list view select visible to certain groups of users choose the type of group or role from the drop down list select the group or role from the list below it and click add.
An issue that has plagued admins and salesforce users alike since the dawn of time is the ability to default list views insalesforce. Note list views are visible to your customers in the salesforce customer portal if the visible to all users radio button is selected for views on objects assigned to customer portal users profiles. Currently this is set up in the tile format but there is a link at the bottom of each list that says view all.
Enter the view name.
To create new list view in. While helpful to quickly access recently viewed or edited records the default columns in the recently viewed list view are not always useful or relevant. In the permission sets page click create new view or select a view and click edit. To create new list view in.
