How to create list view in Permission Set Salesforce [Lightning and Classic]

In this Salesforce tutorial, I will explain how to create a list view in Permission Set Salesforce step by step. I will also explain how to edit and delete list view in Permission Salesforce.

This can be performed on both salesforce lightning and salesforce classic.

While working as a developer in Salesforce, I need to filter the records of Permission Sets, for this, I don’t have a filter. And in order to do this, I create a List View.

The following are the topics that we will cover in this Salesforce Tutorial.

• How to create list view in Permission Set Salesforce Lightning
• How to edit list view in Permission Set Salesforce Lightning
• How to delete list view in Permission Set Salesforce Lightning
• How to create list view in Permission Set Salesforce Classic
• How to edit list view in Permission Set Salesforce Classic
• How to delete list view in Permission Set Salesforce Classic

How to create list view in Permission Set Salesforce Lightning

In Salesforce, Permission Sets are set of settings and permissions that control which tools and features users have access to.

So, if you want to learn how to create a list view for Permission Set follow the below-given steps:

Step 1: Click on the Search Setup, find and select the Permission Set app.

Step 2: Select the Create New View to create a custom list view for Permission Sets.

Step 3: Enter View Name. Here, I set it to Permission Set Label View as I want to filter the Permission Set on the basics of the Permission Set Label.

Step 4: Specify Filter Criteria. For this, I select the Field as Permission Set Label, Operator as equals, and Value as Buyer.

Step 5: Select Columns to Display. For this, we search for Permission Set Details in the search box. Then move fields from Available Fields to the Selected Fields by clicking on arrows.

Here, I shift Created By, Created Date, Permission Set Label, and Description. We can also change the order of the fields by clicking on the Top, Up, Down, and Bottom arrows.

Step 6: Click on the Save button.

Step 7: To select the list view, click on the All Permission Sets dropdown and select Permission Set Label View.

Step 8: It has successfully created a list view named Permission Set Label View and it shows all the Permission Sets which have Permission Sets Label as Buyer.

This is how to create a list view in permission set in salesforce lightning.

Read How to create a list view in Salesforce

How to edit list view in Permission Set Salesforce Lightning

Above, we successfully created a list view for the Permission Set Salesforce. But now I want to make some changes to it. So for this, I have to edit this view.

If you want to learn how to edit the name of the list view in the permission set salesforce lightning follow these steps:-

Step 1: Click on the Search Setup, find and select the Permission Set app.

Step 2: From the drop-down list, select the list view named Permission Set Label View.

Step 3: To edit a customized list view, click Edit.

Step 4: Select the View Name and set the new view name. Here, I change the view name to Permission Set Buyer View.

Step 5: After making all the changes, click on the Save button.

Step 6: It has successfully edited a list view and named them Permission Set Buyer View. Now, pick the revised list view from the dropdown menu.

Step 7: It shows all the permission sets having permission set label buyer.

This is how to edit a list view in Permission Set Salesforce Lightning.

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How to delete list view in Permission Set Salesforce Lightning

Above, we have learned to create and edit a community list view. But now I want to delete this list view in salesforce.

So, If you want to learn how to delete the list view in permission sets salesforce lightning follows these steps:-

Step 1: Click on the Search Setup, find and select the Permission Set app.

Step 2: From the drop-down list, select the newly created view named Permission Set Buyer View.

Step 3: Click on Delete to delete a custom list view.

Step 4: Click on OK to successfully delete the list view.

This is how we can delete a list view in Permission Sets Salesforce Lightning.

How to create list view in Permission Set Salesforce Classic

The term “Salesforce Classic” is merely used to distinguish between the older and modern user interfaces.

If you want to learn how to create a list view in the permission set salesforce classic follow these steps:-

Step 1: Click on the Setup to the right of your salesforce page.

Step 2: Move the cursor to Administer on the left of your salesforce page.

Step 3: Click on the Manage Users dropdown list. Then, select the Permission Sets from it.

Step 4: To create a custom list view in permission sets salesforce classic, click on Create New View

Step 5: Enter the View Name: As I want to filter the permission set based on the List View, I have set it to Create & Customize List View in this case.

Step 6: Set the Filter Criteria: I choose, Create and Customize as the Field, equals as the Operator, and True as the Value for this.

Step 7: Pick the Fields You Want to See: For this, we click on arrows to move fields from Available Fields to Selected Fields.

The Permission Set Label and Create and Customize List Views are now moved to the selected fields.

Step 8: Click on the Save button.

Step 9: It has successfully created a list view named Create & Customize List Views, open it by clicking on the dropdown. It shows all the user’s permissions which have the authority to create and customize list views.

This is how we can create a list view in Permission Set Salesforce Classic.

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How to edit list view in Permission Set Salesforce Classic

We’ve successfully made a list view in the example above. But now I want to tweak a few things. For this, edit this view in order to achieve this.

Follow these steps to learn how to edit the list view in Permission Set Salesforce Classic:-

Step 1: Click on the Setup to the right of your salesforce page.

Step 2: Move the cursor to Administer on the left of your salesforce page.

Step 3: Click on the Manage Users dropdown list. Then, select the Permission Sets from it.

Step 4: From the drop-down menu, choose Create & Customize List Views.

Step 5: Click Edit to make changes to a customized list view.

I want to rename the list view and edit the filter criteria. To accomplish this task follow the below steps.

Step 6: Select the View Name and set the new view name. Here, I change the view name to Not Create & Customize List Views.

Step 7: We can also edit the fields. So, here I change the value of the Create and Customize to False.

It means now it displays all the user permissions not having access to Create and Customize List Views.

Step 8: Click on Save.

Step 9: It has successfully edited a list view and named them Not Create & Customize List Views. Now, pick the revised list view from the dropdown menu.

Step 10: It shows all the user permissions not having access to Create and Customize List Views.

This is how we can edit a list view in Permission Sets Salesforce Classic.

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How to delete list view in Permission Set Salesforce Classic

Above, we have learned to create and edit a permission-sets list view. But now I want to delete this list view.

So, If you want to learn how to delete the list view in the permission set salesforce classic follow these steps:-

Step 1: Click on the Setup to the right of your salesforce page.

Step 2: Move the cursor to Administer on the left of your salesforce page.

Step 3: Click on the Manage Users dropdown list. Then, select the Permission Sets from it.

Step 4: From the drop-down menu, choose Not Create & Customize List Views.

Step 5: Click Delete to make remove a customized list view.

Step 6: Click on OK to successfully delete the list view.

This is how we can delete a list view in Permission Sets Salesforce Classic.

Conclusion

This tutorial taught us, how to create, edit, and delete a list view in the Permission Set Salesforce. Also, we have covered how to rename the list view in Permission Set Salesforce.

• How to create list view in Permission Set Salesforce Lightning
• How to edit list view in Permission Set Salesforce Lightning
• How to delete list view in Permission Set Salesforce Lightning
• How to create list view in Permission Set Salesforce Classic
• How to edit list view in Permission Set Salesforce Classic
• How to delete list view in Permission Set Salesforce Classic

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