How to Edit Recently Viewed List View in Salesforce
Salesforce is a powerful CRM platform that helps businesses manage their customer relationships effectively. One of the many features that make Salesforce stand out is the ability to customize the user interface to suit individual preferences. One such customization involves editing the “Recently Viewed” list view. This list view displays the last few records you’ve viewed in Salesforce, making it easier to navigate back to these records quickly. In this article, we’ll guide you through the process of how to edit the recently viewed list view in Salesforce.
Step 1: Navigate to the User Preferences
To begin editing the recently viewed list view, you first need to access your user preferences. To do this, follow these steps:
1. Click on your name in the upper-right corner of the Salesforce page.
2. Select “My Settings” from the dropdown menu.
3. In the “Personal” section, click on “User Preferences.”
Step 2: Access the List Views
Once you are in the User Preferences page, you’ll need to locate the “List Views” section. Here’s how to do it:
1. In the “Personal” section, scroll down to the “List Views” section.
2. Click on the “Manage My List Views” link to open the list view management page.
Step 3: Edit the Recently Viewed List View
Now that you have accessed the list view management page, you can proceed to edit the recently viewed list view. Follow these steps:
1. In the “List Views” section, find the “Recently Viewed” list view.
2. Click on the “Edit” button next to the list view.
3. You’ll now see a form with various options for customizing the list view. You can change the number of records displayed, sort order, filter criteria, and more.
4. Make the desired changes and click “Save” to apply the changes.
Step 4: Save and Exit
After editing the recently viewed list view, make sure to save your changes. Here’s how:
1. Click on the “Save” button at the bottom of the form.
2. Close the list view management page by clicking on the “Done” button.
Congratulations! You have successfully edited the recently viewed list view in Salesforce. This customization will now be applied to your user profile, making it easier for you to navigate through your recently viewed records. Remember that these changes will only affect your user profile and not the entire Salesforce org.
