An issue that has plagued Admins and Salesforce Users alike since the dawn of time is the ability to default List Views inSalesforce. Unfortunately, even though there is an idea on the Idea Exchange with 3,400 votes, it has still not been delivered. Now it gets interesting however, this feature has been delivered as of Spring ’18, but the word defaulting has been left off of the release notes.
I would imagine, as with most frustrating aspects of Salesforce, they probably have a very good reason for not completing this seemingly basic feature. I would also there is a reason that Salesforce have left the word defaulting off of this feature even though it’s an extremely searched Google term. My guess would be that Salesforce is trying to extend this feature into more of a feature set instead of a point solution. Introducing, “Personalized Navigation in Lightning Experience”
Default List Views
I better start off by saying that as with most new features in Salesforce, this is only available in Lightning Experience (So if you’re not on it, here’s yet another reason to switch!).
Defaulting List Views come with a few other features that are all based around Personalizing the navigating bar in Lightning Experience that came out in Spring ’18. List Views can be defaulted in seconds and are definitely saving me an extra click or two everytime I need to go to my favorite object. So here we go…
1. Firstly select the list view you would like to default
2. Next, select the drop-down arrow to show more options and click on the bottom option which will say “Open…in new tab”
3. At the end of your navigation bar, you should see the tab. Click on the options arrow again and click “Add….to Nav Bar”
4. Once this has been completed, you have just added a new tab which is your defaulted list view! But let’s finish it off to make it nice and clean. Click on the pencil icon on the right-hand side of your navigation bar. Here you will be able to move your new list view around, rename it to make it looks a nice nicer, and also move your original list view to the bottom if you feel that its necessary.
I hope this article has quickly helped you to solve an age long problem. If you would like to see other cool features to implement, check out our 4 Amazing Lightning Experience Features to Implement. Finally, I would like to give a massive shout out to my friend and colleague Artur Merk who enlightened me with this feature.
Make sure to share so all other Admins know this is here!