Salesforce Platform · Lightning App Builder38 tasks
Configure List Views
Get the right records showing in a list view, with filters that match what the team expects and visibility set so the right people can see it.
Method
How MeshMesh does it
- Checks prerequisites, then deploys a Flow-type Quick Action that launches the flow behind the work.
- Deploys a filtered list view and shares it with all users.
- Sets up Dynamic Actions on the record page as the org default and builds a supporting report grouped by Stage.
- Reorders columns in existing Lead list views. System-managed and Sales Engagement columns caused friction.
- Often does this inside a larger demo build, alongside record pages and components. There, the list view and assignment rule work hit deploy and naming problems.
Next: Configure Compact Layouts, which controls the hover detail shown from a list view.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.
Features