Salesforce List Views, Filters, Kanban & Charts - S1 E8

• Introduction to Salesforce List Views and agenda overview
• Understanding what a List View is and why it is used
• Overview of List View buttons and search functionality
• Step-by-step process to create and rename a List View
• Managing List View sharing settings
• Customizing and modifying columns in List Views
• Editing columns in the Recently Viewed List View
• How to delete a List View safely
• Sorting columns and resetting List View settings
• Multiple real-world List View filter use cases
• Using Filter Logic for advanced filtering
• Different types of List Views in Salesforce
• Introduction to Kanban List Views
• Practical Kanban View use cases
• Understanding List View Charts
• Real-world List View Chart use cases
• Inline editing directly from List Views
• Important limitations of Salesforce List Views
• Final summary and key takeaways
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0:00 Agenda
0:13 What is List View
0:32 List view Buttons
2:11 Search bar
2:40 Create new list view
4:04 Rename list view
4:16 Modify sharing setting
4:38 Modify columns in list view
5:30 Modify columns in "Recently Viewed" list view
6:33 Deleting List view
7:06 Column sorting and resetting
8:23 List view filter Use Case 01
10:20 List view filter Use Case 02
11:20 List view filter Use Case 03 (Using filter Logic)
14:56 List view filter Use Case 04
17:48 Types of List Views
18:25 Kanban list view
20:10 Kanban view Use Case 01
22:00 Kanban view Use Case 02
22:44 List view chart
23:06 List view chart Use Case 01
25:30 List view chart use case 02
27:47 Inline editing
28:45 Limitations of List View
30:13 Closure
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List View Use Case Link : https://docs.google.com/presentation/...

Drive Link : https://drive.google.com/drive/folder...
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