What is a list view in Salesforce?

What is a list view in Salesforce?

List Views are an often unused tool in the Salesforce toolshed. With List Views you can quickly see particular segments of your data. List Views use Objects, like Leads, Accounts, Opportunities, and more, to find the data points you’re looking for

What is difference between master-detail and lookup?

You can convert a master-detail relationship to a lookup relationship as long as no roll-up summary fields exist on the master object. You can convert a lookup relationship to a master-detail relationship, but only if the lookup field in all records contains a value.

How do I change columns in Salesforce?

In the far right of the Search Results column, click arrow icon and select Edit. To add columns to the Recently Viewed list, select one or more fields from Available Fields and click Add. To remove columns, select one or more fields from Selected Fields and click Remove

How do I add a field to a related list in Salesforce?

  1. Access the page layout editor.
  2. Double-click a related list on the layout to edit it. …
  3. Select which fields to include in the related list, and define the order in which the fields display. …
  4. If desired, select other page layouts to apply your related list customizations to.

How do you get a related list in lightning component?

Steps to add Enhanced related list in lightning experience:

  1. Go To | Record detail page | Click on setup | Edit Page.
  2. Drag the related list from the left sidebar in Related tab.
  3. Now change the Related List Type to “Enhanced List”.

Which object relationships does Salesforce use?

Salesforce provides the following types of relationships that can be established among objects:

  • Master-detail relationship.
  • Lookup relationship.
  • Self-relationship.
  • External lookup relationship.
  • Indirect lookup relationship.
  • Many-to-many relationship (junction object)
  • Hierarchical relationship.

How do I convert opportunities to orders in Salesforce?

Opportunity to Order Conversion for Salesforce.com

  1. Convert an Opportunity to Sales Order Order.
  2. Opportunity line items get copied to Sales order line items.
  3. Optionally relate a contract to the order.
  4. Settings for custom field mapping of fields on Opportunity and Order.
  5. Setting to Set default value of Order upon conversion.

What are record types in Salesforce?

“Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.

What is an order?

An order is the fundamental trading unit of a securities market. Orders are typically placed over the phone or online through a trading platform, although orders may increasingly be placed through automated trading systems and algorithms. Once an order is placed, it follows a process of order execution

How do I add a field to a list view in Salesforce lightning?

Here we go.

  1. From the App Launcher, find and select the Sales app and select the Accounts tab.
  2. From the list view controls ( ), select New.
  3. Name the list Channel Customers .
  4. Select All users can see this list view.
  5. Click Save.
  6. Click Add Filter.
  7. From the Field dropdown menu, select Type.
  8. Select the equals operator.

What could potentially prevent Salesforce CPQ from generating an order from a quote?

What could potentially prevent Salesforce CPQ from generating an order from a quote? Check CPQ Setting , if they are right allosing you to create Quote. Quote package settings manage the creation and maintenance of quotes throughout Salesforce CPQ.

What is a master-detail relationship Salesforce?

Master-Detail Relationship in Salesforce is a parent-child relationship in which the master object controls certain behaviors of the detail object. When a record of the master object is deleted, its related detail records are also deleted.

How do I remove an action column from a related list in Salesforce?

It is not possible to hide the action column in the related list/list view page through standard options. The only way to go about doing this would be through visualforce pages. You would need to replace the standard pages with visualforce pages and only then you will have the control to show/hide the columns.

How do you create a related list?

Add, Remove, or Edit Related Lists

  1. , then click Setup.
  2. From Setup, click the Object Manager tab.
  3. Click an object, for example, Course.
  4. Click Page Layouts.
  5. Click an page layout, for example, HEDA Course Layout.
  6. To add a related list, in the palette, click Related Lists. Click OK when you’re done.
  7. Click Save.

Can we convert master detail to lookup in Salesforce?

You can convert a master-detail relationship to a lookup relationship as long as no roll-up summary fields exist on the master object. You can convert a lookuprelationship to a master-detail relationship, but only if the lookup field in all records contains a value.

Where are related lists in Salesforce?

Related list buttons (1) are located in the upper-right corner of each related list card. If there are multiple buttons, use the pull-down menu to access them. Each item in a related list card includes a link (2) that opens the related record.

What are standard objects in Salesforce?

Standard objects are objects that are included with Salesforce. Common business objects like Account, Contact, Lead, and Opportunity are all standard objects. Custom objects are objects that you create to store information that’s specific to your company or industry.

How many Lookup relationships can you create in Salesforce?

Relationship Limits Each custom object can have up to two master-detail relationships and many lookup relationships. Each relationship is included in the maximum number of custom fields allowed. The Total relationship field included lookup can be 40 by default

How many types of fields are there in Salesforce?

Auto number, email, phone, picklist, multi-select picklist, text, text area, long text area, rich text area, data category group reference and URL. Different maximum lengths are specified in the WSDL for text, text area, and long text area.

What is order in Salesforce?

Salesforce Order object is used to automate an organization’s post deal process. You can create an Order using either Account or Contract in Salesforce, and then track order information using Orders tab. Salesforce Order object is used to automate an organization’s post deal process.

What are related lists in Salesforce?

Related lists can be added to any Salesforce page they are related or linked to. For example, Accounts have related lists for Contacts, Open Activities , Activity History, etc.. Related lists are managed separately and then added to the Page Layout

How do you add a column to a related list in Salesforce lightning?

Goto for standard object Setup>Customize>Sobject>Page layout>Related List>Click on setting symbol then Select fields to display on the related list. You can also re-order the selected fields. and save page layout for which you want to add column

Can you filter a related list in Salesforce?

To filter the Related List, first click on the View All, then click on the filter icon, and then finally you will be able to set the filters for that record

What is many-to-many relationship in Salesforce?

A many-to-many relationship allows each record of one object to be linked to multiple records from another object and vice versa

How do I edit a related list in Salesforce?

Customize Related Lists

  1. Access the page layout editor.
  2. To edit a related list, double-click it.
  3. Select which fields to include in the related list, define the order in which the fields display, and select the record sort order.
  4. If desired, select other page layouts to apply your related list customizations to.

What are the three types of Object Relations in Salesforce?

Different types of relationships between objects in Salesforce determine how they handle data deletion, sharing, and required fields in page layouts.

  • Master-detail relationship.
  • Lookup relationship.
  • Self-relationship.
  • External lookup relationship.
  • Indirect lookup relationship.
  • Many-to-many relationship (junction object)

Can we rename standard objects in Salesforce?

To change the labels for Standard Objects and Fields in Salesforce, simply go to Setup -> Customize -> Tab Names and Labels -> Rename Tabs and Labels. Choose the Tab (or Object) you want to rename and click Edit

What are report types in Salesforce?

The four types of Salesforce reports are Tabular, Matrix, Summary, and Joined. They will allow your Salesforce administrator to pull, send, and review the data in your Salesforce account in different formats. Below, we’ll expand on what each type of report is and how it displays the data

What is record type ID in Salesforce?

A Record Type ID is a way to sort and categorize your records in Salesforce. More help on Record Type IDs.

On what object can you create a Salesforce CPQ quote?

Create new CPQ Quotes from objects other than Opportunity Quotes are commonly created from the Opportunity record. Learn what is required to add the new Quote functionality on other objects such as Case or Work Order. A sample use case is when using Salesforce CPQ with Field Service.