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Ab Task - Creating a list view
Hello,
How can i create a list view to show:
1) All tasks that are assigned to single user ?
2) Is it possible to create a list view for all emails in the tasks?
Thanks for suggestion
How can i create a list view to show:
1) All tasks that are assigned to single user ?
2) Is it possible to create a list view for all emails in the tasks?
Thanks for suggestion
If in Classic -https://help.salesforce.com/articleView?id=customviews.htm&type=5
If in Lightning-https://help.salesforce.com/articleView?id=customviews_lex.htm&type=5
Check these links it will help you.
Thank you..
All Answers
If in Classic -https://help.salesforce.com/articleView?id=customviews.htm&type=5
If in Lightning-https://help.salesforce.com/articleView?id=customviews_lex.htm&type=5
Check these links it will help you.
Thank you..
Hey, hooman
Lets get straight a way.
From the App Launcher, navigate to the Sales app and select the Accounts tab.
From the list view controls (List View Controls), select New.
Name the list Channel Customers.
Select All users can see this list view.
Click Save.
So far, the list view is showing us all the accounts, regardless of their type or location. Also, the Filters panel is now available
Click Add Filter.
From the Field dropdown menu, select Type.
Select the equals operator.
For Value, select Customer - Channel, then click Done and Save.
Great! The list has been pared down to only channel customers.
But let’s say Erin not only wants to see channel customers, but also only those on the West coast.
Add another filter where Billing State/Province equals WA,OR,CA.
Wow, that filtered the list down to only a few items. But you get the idea. The new view appears in the list view dropdown list so you can access it later.