Salesforce Pinning ListViews: CAS Come and See Video
Do you ever wish that when you’re bopping around the navigation bar on Salesforce that the one list you’re working off of can be pinned to the top, so that when you come back, it’s ready for you? Join Evan of Cloud Adoption Solutions as he shows you exactly how to do that!
…and while you’re here: if you’re having Salesforce user adoption challenges, we have a brand new guide that takes you step by step through the principles of teaching adults technology, and drives you to develop a plan for implementation. It’s got room for you to make your own plan – check it out: https://cloudadoption.solutions/teach…
Contact us with your Salesforce challenges at info@cloudadoption.solutions – we love to help!
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VIDEO TRANSCRIPT:
Evan Frey 00:03
Hi guys, this is Evan from Cloud Adoption Solutions, and today I have a quick tip on pinning list views. As you may already know, the default list for all objects is the recently viewed list. This may or may not be the list view you always need when navigating through the object tabs in Salesforce. If you want to improve your workflow efficiency with Salesforce pinning List Views is an easy way to streamline your own processes.
Evan Frey 00:35
A few of the objects you can pin list views on our opportunities, leads, tasks, account, contacts, and campaigns. Let’s jump over to contacts. Next, click the drop down next to recently viewed all of these list views can be pinned. I’m going to go ahead and pin birthdays this month. So, I’ll click on birthdays this month. Then I’ll click the Pin. And now anytime I navigate away from the Contacts tab, navigate back birthday this month is always going to show up for me.
Evan Frey 01:25
It’s pretty cool, super helpful, super easy, and it definitely improves workflow efficiency in Salesforce.
Evan Frey 01:32
Thanks for watching today. If you found this video helpful, please give us a thumbs up and remember to subscribe to our channel for Salesforce related tips and tricks. Again, we are Cloud Adoption Solutions. Please reach out to us for any of your Salesforce needs. We’re always happy to help
SUMMARY KEYWORDS:
salesforce, list, objects, navigate, views, cloud adoption, pin, contacts, solutions, quick tip, workflow,
contacts tab, pinning, improve, birthdays, efficiency, tricks, tips, tasks, recently viewed
