Lightning Experience Customization - Create and Customize List Views
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Questions and Answers

Who is the sales rep for Ursa Major Solar that wants to set up a custom list view?

  • Maria
  • Ursa Major
  • Admin
  • Erin Donaghue (correct)

    • What is the first filter Erin applies to her list view?

  • Account type
  • Channel customers (correct)
  • Pipeline value
  • Account location

    • What is the second filter Erin applies to her list view?

  • Account type
  • Account location (correct)
  • Channel customers
  • Pipeline value

    • What does the arrow in the Account Name column header indicate?

    <p>Sorting direction</p> Signup and view all the answers

    What is the purpose of a list view chart?

    <p>To visualize list view data</p> Signup and view all the answers

    What does the pencil icon in a list view cell indicate?

    <p>Editable cells</p> Signup and view all the answers

    What can you do with the Filters panel in a list view?

    <p>Add and remove filters</p> Signup and view all the answers

    What can you change by clicking on the and selecting Sharing Settings?

    <p>Who can see the list view</p> Signup and view all the answers

    Study Notes

    Creating a List View

    • Users can create list views without admin assistance.
    • List views can be customized to show specific types of accounts.
    • Filters can be set up to narrow down the list to specific criteria, such as location or type of customer.
    • The Filters panel is available after creating a list view.
    • Custom list views can be saved and accessed later from the list view dropdown list.

    Customizing a List View

    • Columns can be added or removed from a list view.
    • Column headers can be clicked to sort the list in ascending or descending order.
    • The direction of the sort is indicated by an arrow in the column header.
    • Editable cells in a list view display a pencil icon, while non-editable cells display a lock icon.
    • Record fields can be edited directly from within a list view.

    Creating a List View Chart

    • List view charts help visualize list view data.
    • Charts can be added to a list view to display data, such as pipeline value.
    • Charts can be used to identify trends or patterns in the data, such as which accounts represent the most overall pipeline value.

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