Setting up Default List Views

SETTING A DEFAULT LIST VIEW

 

Tabs are the main interface to get to your records within Salesforce. When you click on a tab, the first thing you are presented with is the “Recently Viewed“ list which may be good for for many users, often power, or super users, this recently viewed list is not helpful and causes extra clicks and steps in their workflow.

If you are one of these users and wish to slip the “Recently Viewed” list, here are some tips to be considered as Salesforce has not given us a method to mark a list view as the default for these tabs. I will show you some tips below on how to have better access to the List Views you want with fewer clicks. For this example, I will be using a custom object called Projects.

If using Salesforce Classic:

The first tip I will give you is a custom Tab with a Visual Force page that is designed to take you to the last List View you looked at. This ca be helpful as many people only use one or 2 list views.

To create this custom tab:

Go to Setup > in the quick find box, type in Visual to get quick access to the Visual Force Pages section

Click on “New” to create a new Visualforce page:

Copy and paste the following code into the visual force page and update any place you see “your_custom_object__c” with the name of the object you are setting this view up for.

<apex:page standardController="your_custom_object__c" recordSetVar="a"

action="{!URLFOR($Action.your_custom_object__c.List,$ObjectType.your_custom_object__c)}" />

Now that you have your visualforce page, we need to setup a custom tab to access your records from the list view you last used on that object.

Go to Setup > enter Tabs in the Quick Find box to go to the Tabs section

Scroll down and click under “Visualforce Tabs”

Select the Visualforce page you created from the list and fill out the rest of the fields as you like:

Specify which profiles should have what tab visibility for this new Tab

Choose which if any custom Apps to apply this new tab towards

Now your tab is ready, Go find the Tab either in your Tab Bar if you added it, or in the “All tabs” section and try it out.

If you are using Lightning:

For the Lightning Experience the above mentioned Custom tab option does not work as it references the classic URL and it won’t render in LEX. Instead, you have a couple other options:

Favorites 0 Favorites is a great new Lightning feature which lets you tag specific records or list views and have easy one click access to them. To use Favorites, navigate to your list view and click the “Star” at the top right of your screen

Keep in mind, this favorites list will have to be created by each user as the Admin does not have access to any users favorites list.

Another option is to utilize the Tab drop down and find your recently viewed list views right there without going to the tab first. This will save you a step in getting there.

Of course, List views are always available from the Tab page by clicking the arrow next to the currently listed view on the Left side of your screen. Yes, I realize this is what we are trying to avoid in some circumstances.

Lightning or Classic

Another option to consider is setting up a console view for users to utilize. The console view gives user a different UI experience all together and brings your screen into a one stop shop. Part of its functionality is the ability to save tabs where you are and access them at any time.

I won’t go into the full details of setting up a console, but here is a view of what it could look like once setup