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How to Create Your Own Default List View in Salesforce

How to Create Your Own Default List View in Salesforce

Are you constantly returning to a particular list in Salesforce to get your daily tasks done, such as an open pipeline, or a list of flagged opportunities? Whatever the list may be if it is something you pull up every day you definitely want it to be easy to access and to not spend a lot of time pulling it up. Although Salesforce is always touting the flexibility of their platform, this is one area that, despite the many requests for the feature, has yet to be explicitly built out.

 

computer, salesfoce, default list view

 

However, this certainly hasn’t stopped the community from figuring out a workaround! So, if you are like so many other users who would benefit from a default list view feature, you are in luck. With only a few quick steps you can add any list to your top nav bar and rename it to whatever suits your needs. For a quick how-to guide to this super handy trick, follow the link below to the blog at Salesforceben.com

Check it out here!

 

-Ryan and the CloudMyBiz Team

 

App of the Week – Stop Missing Tasks with The Task Manager

App of the Week – Stop Missing Tasks with The Task Manager

 

The Task Manager is a great app that just hit the AppExchange! Give yourself managerial superpowers with this customized task table that can track and manage all users and their tasks. A simple and clear color coding scheme makes viewing progress a snap. Prevent missed or forgotten tasks by viewing the task deadlines of all teammates from a central location!

The Task Manager App gives Salesforce users and their managers a way to manage tasks and to see and prioritize all open Tasks of the selected user in a single tab.

Check it out here!

Tip of the Week – Create a simple call list in Salesforce

Tip of the Week – Create a simple call list in Salesforce

No matter your industry, it’s important to be in touch with your customers on a regular basis. Regular touch-points allow you to nurture incoming leads, earn repeat business, and keep customers in the loop while you resolve issues or get answers to their questions. Because it is so crucial, you want it to be as fast and easy for your users as possible, so you may have already created powerful call lists with Reports or List Views. The problem with these, however, is that they still require quite a few clicks: into the record, the Log a Call button, Save, then navigating back to the list. Wouldn’t it be nice if you could just click a button, Log the call, then Save and be redirected back to your call list? I’ve got a simple solution for you!

You may recall that Salesforce Formula Fields can do a lot more than math. They can also be used to display images and create dynamic hyperlinks. By using a hyperlink formula alongside some simple URL hacking, you can create a field that will let you know if a call is required, click into it to immediately log a call, and when you save, be directed straight back to the list. The code is mostly copy/paste and easy to modify to meet your team’s needs. Just replace who_id for what_id if you’re working with anything other than Contacts or Leads, and replace the retURL parameter with a link to your Report or List View. What’s more, a little simple dev work can take it to a whole new level. Give it a try today!

IF( TODAY() - LastActivityDate < 7,"DONE!",

HYPERLINK("/00T/e?title=Call&who_id="& Id &"&tsk5=Call&followup=1&retURL=%2F003?fcf=00BE0000001VaYc", "Call","_self" ))

-Jared and the Salesforce Guys

App of the Week – Streamline your processes with Mass Edit + Mass Update + Mass Delete for Salesforce

App of the Week – Streamline your processes with Mass Edit + Mass Update + Mass Delete for Salesforce

The more you work with Salesforce, the more you’ve come across circumstances where you need to complete the same action for a group of records at the same time. Maybe you’ve got a bunch of Leads that are clearly junk and need to be deleted. Maybe you need to update a group of accounts to note that they are now active. Doing this one record at a time is time-consuming and tedious. Wouldn’t it be great if you had the ability to make those updates en masse and move on? Well, you can with Mass Edit + Mass Update + Mass Delete for Salesforce!

Mass Update + Mass Edit + Mass Delete records from any list view or related list. Professional Edition Ready!

This nifty app is free and easy to get up and running. Check it out today!

Tip of the Week – A whole new world in List Views with this simple Salesforce formula

Tip of the Week – A whole new world in List Views with this simple Salesforce formula

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List Views and Reports in Salesforce are critical tools to your day-to-day process flow. List Views help you identify what needs your attention, and Reports let you understand your data on a deeper level and help determine your next steps. Giving your team dynamic Lists and Reports to let them act on their most critical records is critical, but if you’re relying on a User lookup other than the Owner field to determine who has the next steps, you may have built dozens of Reports and List Views, one for each user, to meet their needs. If you feel this pain, try this more dynamic solution and pare down your lists in five minutes!

Create a new Formula Field, make it a checkbox, and enter the following, replacing Owner for your User lookup: Owner:User.Id = $User.Id . If the current user is the same as the Owner, the value will be True, so you can use this in your Reports and List View filters, choosing that field, the operator of “equals” and a value of True. Now, log in as any user or stand over one of your users’ shoulders and make sure it looks good. Now, you have one Report or List View that works for your whole team. Give this simple formula a try today and let us know how it’s helping you!

-Jared and the Salesforce Guys