In this Salesforce tutorial, I will explain how to create list view for queue in Salesforce Lightning step by step. Additionally, I will explain the steps to edit and delete the list view for the queue in the salesforce lightning edition.
In salesforce, queues are a collection of records without any owner. And while working as a salesforce developer, I need the ListView to filter down the queues record. In addition to this, I have also explained the steps of editing and deletion of the ListView created for the Queue.
The following are the topics that we will cover in this Salesforce Tutorial.
- How to create list view for queue in Salesforce Lightning
- How to edit list view for queue in Salesforce Lightning
- How to delete list view for queue in Salesforce Lightning
- How to create list view for queue in Salesforce Classic
- How to edit list view for queue in Salesforce Classic
- How to delete list view for queue in Salesforce Classic
How to create list view for queue in Salesforce Lightning
In salesforce, records can be distributed, prioritized, and assigned to teams with shared workloads using salesforce queues. Anyone with access to the queue is able to look through each record and claim ownership of the ones they desire.
If you want to learn how to create a list view for a queue in salesforce lightning follow the below-given steps:
Step 1: Click on the Quick Find, find, and select the Queues app.
Step 2: To create a custom list view for Queues select Create New View.
Step 3: Enter View Name. Here, I set its name to Specific Email View as I want to filter the Queues on the basics of the specific email address moveko7674@rubeshi.com.
Step 4: Specify Filter Criteria. For this, I select the Field as Queue Email, Operator as equals, and Value as moveko7674@rubeshi.com.
Step 5: Select Fields to Display. Move the fields that you want to display from Available Fields to the Selected Fields by clicking on Add and Remove arrow.
Step 6: Restrict Visibility for security purposes. And there are three options as follows
- Visible only to me
- Visibility to all users
- Visible to certain groups of users
We can select any of them as per our requirements. Here, I choose Visible to all users. As I want to apply this list view to both partner and customer portal users.
Then click on the Save button.
Step 11: It has successfully created a list view. To select it, click on the All dropdown and select Specific Email View.
Step 12: It will successfully show all the Queues which have Queue Email as moveko7674@rubeshi.com.
This is how we can create the list view for queues in salesforce lightning.
Read: How to create tasks list view in Salesforce Lightning
How to edit list view for queue in Salesforce Lightning
Above, we successfully created a list view for the queue in salesforce lightning. But now I want to make some changes to it. So for this, I have to edit this view.
Step 1: Click on the Quick Find, find, and select the Queues app.
Step 2: From the drop-down list (⬇), select the list view that you want to edit. Here, I select the list view named Email Specific View.
Step 3: To edit a list view, click Edit. Now, make all the changes that you want. Here, I modify the View Name and set a new name Email Specific Call View.
In addition to this, I also add one more field to specify filter criteria. As I only want to view the Call_Queue of moveko7674@rubeshi.com.
Step 4: It has successfully edited a list view to Email Specific Call View. Now, pick the revised list view from the dropdown (⬇) menu. It shows all the queues related to Call_Queue and moveko7674@rubeshi.com.
This is how we can edit the list view for queues in salesforce lightning.
Read: How to create and edit Profile List View Salesforce
How to delete list view for queue in Salesforce Lightning
Above, we have learned to create and edit list view for a queue. But now I want to delete this list view in the salesforce lightning edition.
Step 1: Click on the Quick Find, find, and select the Queues app.
Step 2: From the drop-down list (⬇), select the list view that you want to delete. Here, I select the list view named Email Specific Call View.
Now, click on Edit, and after that click on Delete. And last for the confirmation of the deletion click on OK.
This is how we can delete a list view for queues in salesforce lightning.
Read: How to Create Email Template in Salesforce
How to create list view for queue in Salesforce Classic
Above we have learned to create, edit, and delete list view for queue in salesforce lightning edition. Similarly, we can also create, edit, and delete list view for queue in salesforce classic.
So, let’s see the above-performed example using the classic edition of the salesforce.
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. Click on the Manage Users dropdown (⬇) list and select the Queues.
Step 3: Now, to create a custom list view for queues, click on Create New View. Then enter the view name, set the filter criteria, pick the fields you want to view, set the permissions and finally click on Save.
Step 4: It has successfully created a list view named Specific Email View, open it by clicking on the dropdown. It shows all the records having the email address moveko7674@rubeshi.com.
This is how we can create a list view for queues in salesforce lightning.
Read: Joined Reports in Salesforce
How to edit list view for queue in Salesforce Classic
Above, we successfully created a list view for the queue in salesforce classic. But now I want to make some changes to it. So for this, I have to edit this view.
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. Click on the Manage Users dropdown (⬇) list and select the Queues.
Step 3: Now, select the custom list view for queues, that you want to edit, and click on Edit. Then, modify the changes that you want to, and finally, click on Save.
Here, I add the filter on the field Last Modified Date which is greater than 1/15/2023.
Step 4: It has successfully edited a list view to Email Specific View. Now, pick the revised list view from the dropdown (⬇) menu which shows all the queues related to Queue Email moveko7674@rubeshi.com that was created before 1/15/2023.
This is how we can edit the list view for queues in the salesforce classic edition.
Read: How to Add Account Team Members in Salesforce
How to delete list view for queue in Salesforce Classic
Above, we have learned to create and edit list view for a queue. But now I want to delete this list view in the salesforce classic edition.
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. Click on the Manage Users dropdown (⬇) list and select the Queues.
Step 3: Now, select the custom list view for queues, that you want to delete, and click on Edit. After that click on Delete and last for confirmation of the deletion click on OK.
This is how we can delete a list view for queues in salesforce classic.
Also, take a look at some more Salesforce tutorials.
- How to Create Public Groups in Salesforce
- How to Get Security Token in Salesforce
- How to Export a Report in Salesforce
Conclusion
This tutorial taught us, how to create, edit, and delete a list view for queues in salesforce lightning and classic both. Also, we have covered how to add the filter and edit the list view for the queue in salesforce lightning and classic edition.
Additionally, we have also covered the following topics.
- How to create list view for queue in Salesforce Lightning
- How to edit list view for queue in Salesforce Lightning
- How to delete list view for queue in Salesforce Lightning
- How to create list view for queue in Salesforce Classic
- How to edit list view for queue in Salesforce Classic
- How to delete list view for queue in Salesforce Classic
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.