How to Edit Recently Viewed List View in Salesforce
Salesforce is a powerful CRM platform that helps businesses manage their customer relationships efficiently. One of the many features of Salesforce is the “Recently Viewed” list view, which allows users to quickly access the accounts, contacts, leads, and opportunities they have recently viewed. However, there may be instances where you want to customize this list view to suit your specific needs. In this article, we will guide you through the process of editing the recently viewed list view in Salesforce.
Step 1: Access the Salesforce Setup
To begin editing the recently viewed list view, you first need to access the Salesforce Setup. To do this, click on the gear icon in the top-right corner of the page, and then select “Setup” from the dropdown menu.
Step 2: Navigate to Page Layouts
Once you are in the Salesforce Setup, navigate to the “Page Layouts” section. This section contains all the customizations related to page layouts, including the recently viewed list view.
Step 3: Select the Object Type
In the “Page Layouts” section, you will see a list of object types (e.g., Accounts, Contacts, Leads, Opportunities). Click on the object type for which you want to edit the recently viewed list view.
Step 4: Open the Recently Viewed List View
Under the selected object type, you will find a list of page layouts. Look for the “Recently Viewed” page layout and click on it to open it.
Step 5: Customize the List View
Now that you have opened the “Recently Viewed” list view, you can customize it according to your preferences. Here are some of the customization options you can choose from:
– Add or remove fields: You can add new fields to the list view or remove existing fields that you don’t need.
– Change field order: You can rearrange the fields to display the most important information first.
– Customize the sort order: You can change the default sort order of the list view to sort the records based on your criteria.
– Set the number of records per page: You can adjust the number of records displayed on each page of the list view.
Step 6: Save and Activate the Customization
After making the desired changes to the “Recently Viewed” list view, click on the “Save” button to save your customization. Salesforce will prompt you to activate the changes. Click on “Activate” to make the customizations live for all users.
Conclusion
Editing the recently viewed list view in Salesforce is a straightforward process that can help you organize your CRM data more effectively. By customizing the list view, you can ensure that the most relevant information is readily accessible, enhancing your productivity and efficiency. Follow the steps outlined in this article to make the most of this feature and streamline your Salesforce experience.
