Lightning Experience Customization | Create and Customize List Views | Trailhead/Salesforce

Published: 01 January 1970
on channel: Umesh Lad

1,560

Lightning Experience Customization | Create and Customize List Views | Trailhead/Salesforce
Trailmix 2 - Customize Salesforce with Clicks

Create a Custom List View
Lance Park, one of Ursa Major Solar’s sales reps, wants to see a list of opportunities that are in the late stages of negotiation or have high probability to close, or both. Step into Lance’s shoes and make that happen.
Use the App Launcher to open the Sales app

Create an Opportunity list view:

List Name: High Probability Opportunities
List API Name: High_Probability_Opportunities
Who sees this list view: All users can see this list view
Show only opportunities whose stage is Proposal/Price Quote or Negotiation/Review and whose probability is greater than or equal to 50%

#salesforce
#salesforceadmin
#salesforcedeveloper
#trailhead

Disclaimer -
This Video for education purposes

Watch video Lightning Experience Customization | Create and Customize List Views | Trailhead/Salesforce online without registration, duration hours minute second in high quality. This video was added by user Umesh Lad 01 January 1970, don't forget to share it with your friends and acquaintances, it has been viewed on our site 1,560 once and liked it 18 people.