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.

How to create list view in Permission Set Salesforce
List View for Permission Sets

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

create list view in Permission Set Salesforce
Create New List View

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.

how to create list view in Permission Set Salesforce lightning
Fill in the Details and Save

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

how to create a list view for Permission Set Salesforce
Viewing Newly created List 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.

create list view permission salesforce
Viewing Records

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.

How to create list view in Permission Set Salesforce
Permission Sets

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

How to edit list view in Permission Set Salesforce Lightning
Permission Set Label View

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

How to edit a list view in Permission Set Salesforce Lightning
Select 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.

How to edit list view in the permission set salesforce lightning
Rename List View

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.

How to edit a list view in the permission set salesforce lightning
Permission Set Buyer View

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

How to edit list view in permission set using salesforce lightning
List View Name Renamed

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.

How to create list view in Permission Set Salesforce
Permission Sets

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

How to delete list view in Permission Set Salesforce Lightning
Select View

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

How to delete a list view in Permission Set Salesforce Lightning
Select Delete

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

How to delete list view in the Permission Set Salesforce Lightning
Click OK

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.

How to create list view in Permission Set Salesforce Classic
Select Setup

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.

How to create a list view in Permission Set Salesforce Classic
Select Permission Sets

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

How to create list view in the Permission Set Salesforce Classic
Select Edit

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.

How to a create list view in the Permission Set Salesforce Classic
Filling Up Details

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.

How to create list view in Permission Set using Salesforce Classic
Create & 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.

How to create list view in Permission Set Salesforce Classic
Setup

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.

How to create a list view in Permission Set Salesforce Classic
Manage User < Permission Sets

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

How to edit list view in Permission Set Salesforce Classic
Select List View

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

How to a edit list view in Permission Set Salesforce Classic
Select Edit

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.

How to edit list view in the Permission Set Salesforce Classic
Edit List View

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.

How to a edit list view in the Permission Set Salesforce Classic
List View Successfully Edited

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.

How to create list view in Permission Set Salesforce Classic
Select Setup

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.

How to create a list view in Permission Set Salesforce Classic
Permission Sets

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

How to delete list view in Permission Set Salesforce Classic
Select Not Create & Customize List View

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

How to delete a list view in Permission Set Salesforce Classic
Select Delete

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

How to delete list view in the Permission Set Salesforce Classic
Click OK

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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