Menu Close

How do I create a list in Salesforce lightning?

Jim Brown

How do I create a list in Salesforce lightning?

Follow along with our instructions or watch the video below.

  1. Starting on the home screen in Lightning, navigate to Opportunity tab.
  2. To create a new List View click the gear icon then hit New.
  3. Name your List View using the field you’ll be filtering your data by.
  4. If you are an admin, decide who can view this List View.

How do I create a lead list in Salesforce?

Create Custom Lead Views in Salesforce

  1. On the Leads home page, to the right of the View drop-down list, click the Create New View link.
  2. Enter a name for the view.
  3. Decide whether you want this view to search the entire leads database, your leads, or a queue.

What is a list in Salesforce?

A list is an ordered collection of elements that are distinguished by their indices. List elements can be of any data type—primitive types, collections, sObjects, user-defined types, and built-in Apex types. Lists can contain any collection and can be nested within one another and become multidimensional.

How do I create an email list in Salesforce?

You can’t create a list email in the Salesforce app, but you can see the activity in the Activity History related list.

  1. Navigate to a contact or lead list view, or a campaign member view.
  2. Select the checkbox next to individual records you want to email, or select all records on the page.
  3. Click Send List Email.

How do you create a list view?

How to make a ListView in android?

  1. Step 1 − Create a new project in Android Studio, go to File ⇒ New Project and fill all required details to create a new project.
  2. Step 2 − Add the following code to res/layout/activity_main. xml.
  3. Step 3 − Add the following code to src/MainActivity. java.

How do I deploy a list view in Salesforce?

Open Workbench, navigate to migration | Deploy, make sure to select “Single Package”….Salesforce: List View SharedTo

  1. Get the “fullName” From Workbench:
  2. Prepare XML file. Copy following XML and save it to a file called “package.xml”
  3. Retrieve Package.

How do I use a list in Salesforce?

How to use list methods in salesforce

  1. Syntax:
  2. Creating a list: List variablename = new List();
  3. Ex:
  4. Ex:
  5. List has many predefined methods in which we will look into some of them.
  6. add(ListElement): It inserts an element into the list.
  7. List name = new List();

What is the difference between list and set in Salesforce?

A list is an ordered collection of elements that are distinguished by their indices. List elements can be of any data type—primitive types, collections, sObjects, user-defined types, and built-in Apex types. A set is an unordered collection of elements that do not contain any duplicates.

What is a list email in Salesforce?

You can send mass email directly form Lead, Contacts and Person Accounts List view in Salesforce Lightning. Salesforce has renamed “Mass emails” to “List Emails”. List email can be sent from any list view that you have created on the Lead and contacts.

How do I create a mass email in Salesforce?

To send mass emails to users, click Your Name, Setup, Manage Users, Mass Email Users.

  1. Select a list view of recipients and click Go.
  2. Click Next.
  3. Choose from the available templates.
  4. Next, preview your template, which is optional but recommended.
  5. Click Next.
  6. You will now be brought to the confirmation page.

How to create new list view in Salesforce?

To create New list view in Salesforce click on create New view as shown above. Enter View name and view unique name.

How to set up custom list view in sales app?

She wants to set up a custom list view so she can see only those types of accounts. Here we go. From the App Launcher, find and select the Sales app and select the Accounts tab. From the list view controls (), select New. Name the list Channel Customers. Select All users can see this list view. Click Save.

How do you sort a list in Salesforce?

Click the header to sort that column. The arrow indicates how the list is sorted: from the column’s first record ( ) (alphanumerically) or its last ( ). You can edit record fields directly from within a list view. Editable cells display a pencil icon () when you hover over the cell, while non-editable cells display a lock icon ( ).

How to set up a custom list view?

Erin’s a new sales rep for Ursa Major Solar, focusing on channel customers in the United States. She wants to set up a custom list view so she can see only those types of accounts. Here we go. From the App Launcher, find and select the Sales app and select the Accounts tab. From the list view controls (), select New.