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We need to use a private campaign to group contacts for each user's 'My Contacts' list.

The Challengeis that the view is created based on a private campaign, during the deploy, every user have to create this view on their own manually. is there a way to automate this view creations on behalf of the users?

1 answer
  1. Sep 21, 9:24 PM

    Hi Fang, standard Salesforce list views are generally tied to the user who creates them, so you can’t simply create a separate private view for every user through Apex or deployment and have it automatically appear as their personal view. 

     

    If the view needs to be available to everyone, consider creating a public/shared list view instead. If each user must have a private view based on their own Campaign membership, you would typically need to have the users create the view themselves or consider a custom solution to provide the required filtering. 

     

    If you can share the exact filtering criteria you need for “My Contacts,” there may be a way to achieve the requirement without creating a separate private view for each user. 

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