Lightning Experience Customization | Create and Customize List Views | Trailhead/Salesforce
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%
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Disclaimer -
This Video for education purposes
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