In this Salesforce tutorial, I will explain how to create and edit profile list view in salesforce step by step. This can be performed on both salesforce lightning and salesforce classic.
Salesforce Profile is a collection of preferences and permissions provided to specific users that specify the scope of their actions on the platform. I need the List View to filter down the profile record in both lightning and classic edition.
In addition to this, I have also explained the steps to edit the List View created for the profile in both lightning and classic edition of salesforce.
The following are the topics that we will cover in this Salesforce Tutorial.
- How to create profile List View in Salesforce Lightning
- How to edit profile List View in Salesforce Lightning
- How to delete profile List View in Salesforce Lightning
- How to create profile List View in Salesforce Classic
- How to edit profile List View in Salesforce Classic
- How to delete profile List View in Salesforce Classic
How to create Profile List View in Salesforce Lightning
In Salesforce, a profile controls how users can access objects and data to carry out particular business operations. Every time a user is created, a Salesforce profile is assigned to them to describe the scope of their Salesforce actions.
If you want to learn to create profile List View in salesforce lightning follow the below-given steps:
Step 1: Click on the Search Setup, find and select the Profiles app.
Step 2: Select the Create New View to create a custom list view for Profiles.
Step 3: Enter View Name. Here, I set its name to License List View as I want to filter the Profiles on the basics of the User License.
Step 4: Specify Filter Criteria. Here, I select the Field as User License, Operator as equals, and Value as Salesforce.
Step 5: Select Columns to Display. We move fields from Available Fields to the Selected Fields list by clicking on arrows.
Here, I shift the Profile Name, Created By, Created Date, and User License.
Step 6: Click on the Save button.
Step 7: It has successfully created a list view name License List View. To activate it selects the list view by clicking on the All Profiles dropdown and select License List View.
Step 8: The list has been pared down to only User License Salesforce.
This is how we can create the profile List View in salesforce lightning.
Read: How to Find Salesforce Org ID
How to edit profile List View in Salesforce Lightning
Above, we successfully created a profile List View 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 Search Setup, find and select the Profiles app.
Step 2: From the drop-down list (⬇), select the list view that you want to edit. Here, I select the list view named License List 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 Salesforce License View.
Step 4: It has successfully edited the profile List View to Salesforce License View. Now, pick the revised list view from the dropdown and it shows all the records related to User License Salesforce.
This is how we can edit the profile list view in salesforce lightning.
Read: How to Create Public Groups in Salesforce
How to delete profile List View in Salesforce Lightning
Above, we have learned to create and edit profile List View. But now I want to delete this List View in the salesforce lightning edition.
Step 1: Click on the Search Setup, find and select the Profiles app.
Step 2: From the drop-down list (⬇), select the List View that you want to delete. Here, I select the list view named Salesforce License View.
Now, click on Delete and then click on OK for confirmation of the deletion process.
This is how we can delete profile List View in the salesforce classic edition.
Read: How to Create Queues in Salesforce
How to create profile List View in Salesforce Classic
Above we have learned to create and edit profile List View in the salesforce lightning edition. Similarly, we can create and edit profile List View in the classic edition of salesforce.
Follow the below-given simple steps to create a profile List View in salesforce classic.
Step 1: From Setup, enter Profiles in the Quick Find box, then select Profiles.
Step 2: Click on Create New View, to create a custom list view for a profile in salesforce classic.
Now, I want to create a List View which shows the profile of the user who can Transfer Cases and Leads. So, firstly enter the view name, then set the filter criteria accordingly, select the columns to display, and click on save.
Step 3: It has successfully created a list view named Transfer View, open it by clicking on the dropdown (⬇). It shows all the profiles that have access to transfer cases and leads.
This is how we can create a profile List View in the salesforce classic edition.
Read: How to Merge Accounts in Salesforce
How to edit profile List View in Salesforce Classic
We’ve successfully created a profile List View in the example above. But now I want to tweak a few things. For this, edit this list view in order to achieve this.
Follow these steps to learn how to edit profile List View in Salesforce Classic:-
Step 1: From Setup, enter Profiles in the Quick Find box, then select Profiles.
Step 2: From the drop-down (⬇) menu, select the List View that you want to edit. Here, I add one more filter field Transfer record, and set its value to True.
Step 3: It has successfully updated a list view named Transfer View, open it by clicking on the dropdown (⬇). It shows all the profiles that have access to transfer cases, leads, and records.
This is how we can edit profile List View in the salesforce classic edition.
Read: How to delete custom objects in salesforce
How to delete profile List View in Salesforce Classic
Above, we have learned to create and edit profile List View. But now I want to delete this List View in the salesforce classic edition.
Follow these steps to learn how to delete profile List View in Salesforce Classic:-
Step 1: From Setup, enter Profiles in the Quick Find box, then select Profiles.
Step 2: From the drop-down list (⬇), select the List View that you want to delete. Here, I select the list view named Transfer View.
Now, click on Delete and then click on OK for confirmation of the deletion process.
You may also like to read the following Salesforce tutorials.
- How to Create a Task in Salesforce
- Create list view for queue in Salesforce
- How to create list view for object in salesforce lightning
- How to create tasks list view in Salesforce Lightning
- How to Create a Junction Object in Salesforce
- How to create profile in Salesforce
- How to Enable Enhance Profile View in Salesforce
Conclusion
This tutorial taught us, how to create and edit profile list view in the salesforce lightning and classic both. Also, we have covered how to rename the list view and add the filter to the profile list view in the salesforce lightning and classic edition respectively.
Additionally, we have also covered the following topics.
- How to create profile List View in Salesforce Lightning
- How to edit profile List View in Salesforce Lightning
- How to delete profile List View in Salesforce Lightning
- How to create profile List View in Salesforce Classic
- How to edit profile List View in Salesforce Classic
- How to delete profile List View 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.