#List Views0 discussing

Good morning!

I was trying to create an action to put on the list view of Accounts, in order to create a new account with a layout showing a few fields. I came to realize that when creating an action which creates a new record, by default it behaves as 'create new child record' so you can only use it when selecting an account on the list view and then clicking the button (otherwise you get an error message). Salesforce support confirmed this is works as designed.

Now my question is: how do I create an action/button that does what I'm looking for? I created a global action to do this from the record page but I want to put one on the list view as well.

#Quick Actions #List Views

I need to remove "Change Owner" button for list view of a custom object for some specific profiles (and not all profiles). I tried the solution here, https://salesforce.stackexchange.com/questions/298187/how-can-i-remove-change-owner-button-from-a-list-view-in-salesforce

but in lightning, the edit button doesn't show. and the classic solution takes it away for all profiles.

Any suggestions.

#Sales Cloud #List Views

Would be a great feature if related object fields could be surfaced in List Views without the need for duplicating as formula fields. Could this be considered for a future List View enhancement?

I work at a recruitment company and often contacts are responsible for several companies/locations. (Accounts)  

The problem is that when I create a listview in contacts using filters I can only filtert based on the (main) account. The companies that the contact is also in a relationship with are not included when I make the view.  

We first came up with the idea to make a list in reports based on relationships, but then you can't send a list e-mail. (so far i know)  

Does anyone have an idea how I could email everyone in relation to certain accounts?

#Email  #Send Email  #List Views  #Relationships

I'm trying to clean up the list views so my sales users have a clean experience, and my support users still have access to everything they need. I've shared list views with the support group (tried both by public group and by profile), but the list views still show up for the sales users. I'm stumped - any ideas?

#List Views

We are trying to Create a Case List View that will show a user which cases they need to approve.

This can include cases assigned to them or cases they are a part of an Approval Queue.

I can't find a good filter or field that will do this out of the box.

Any suggestions?

#Case  #List Views  #Approvals User

Hi,

I am getting this error when I try to hit the button for inline editing in the Task List View. I had been using Record Types for Tasks but deleted the records types. Now there are no record types being used on the Task Object. How do I get rid of this error? 

#Salesforce  #List Views  #Record Types

Hey, so for some weird reason, I can't seem to locate the button on the Tasks list views that allows me to create a custom list view for the Task object, the way other objects do and I don't know why.

#List Views

🎥  Watch this video >>> https://bit.ly/3MjPMa9 to learn How to Edit List View Filters in ‘Accounts’ and ‘Contacts’ Tabs

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#Data Management #CRM Configuration #List Views #Proactive Content@Communications & Readiness Connect