List View in Salesforce Community/Experience

Salesforce Community/Experience is an enterprise platform that allows companies to design, customize, and manage digital experiences for their customers. It helps companies create engaging digital experiences for their customers, partners, and employees. To make sure you get the most out of your Salesforce Community/Experience, it’s important to learn how to set up a default list view in Salesforce Community/Experience so you can quickly find what you need when working on projects or managing customer interactions.

Step 1: Log In and Locate the List View Tab

The first step in setting up a default list view in Salesforce Community/Experience is to log into your account. Once logged in, locate the “List View” tab at the top of the page. This tab is where you can view and manage your list views in Salesforce Community/Experience.

Step 2: Create a New List View

Once you’re on the “List View” tab, select the “New” button to create a new list view. Here, you can customize what fields are included in the list view and how they are displayed (e.g., grid, table, or card). You can also save it for future use by giving it a name. When finished creating a new list view click “Save & Close” to save your changes.

Step 3: Set the Default List View

Now that you have created a new list view, you’ll need to set it as the default. To do this, click the “Action” drop-down on the left side of the list view and select “Set Default”. This will make your new list view the default for all users in Salesforce Community/Experience.
By following these steps, you can easily set a default list view in Salesforce Community/Experience. Setting up a default list view is a great way to quickly find what you need when working on projects or managing customer interactions. With this helpful tip, you can ensure that your team has access to important data and information with just a few clicks!
Salesforce Communities and Experiences are powerful tools that allow users to engage with customers, partners, and employees in a secure, efficient manner. As part of this engagement, it is important for administrators to be able to control the default list view within their community or experience site. This article will explore how to go about setting default list views for Salesforce Communities and Experiences.

Steps:
1. Log into your Salesforce Community/Experience as an administrator.
2. Navigate to the Setup menu located at the top right of your screen.
3. Go to Customize > List Views > Default View Settings tab; you should now see all available list views associated with that community/experience site on the left side of the page.
4. Click on the view you wish to set as the default and then select “Make Default” from the menu that appears.
5. Once selected, this will become your site’s new default list view for all users who enter that community/experience site.

6. You can further customize how this view appears by clicking on “Edit Layout” from the same menu, where you can add or remove columns, adjust field display sizes, etc., to tailor it for your needs and preferences.
7. Finally, click “Save” when you are finished making changes to confirm and apply the new settings.

Conclusion:

By following these steps, you can easily set up a default list view in Salesforce Community/Experience. This will help ensure that your team has access to important data and information with just a few clicks! Setting up a default list view also allows for better organization and collaboration between teams working on projects or managing customer interactions. With this helpful tip, you can increase efficiency and generate better results.

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By following these steps, you can easily set a default list view in Salesforce Community/Experience. Setting up a default list view is a great way to quickly find what you need when working on projects or managing customer interactions.
By following these simple steps, administrators can quickly and easily set their default list view for Salesforce Communities and Experiences. This allows them to tailor the way information is presented on their sites, helping to make users’ experiences faster and more efficient. With this level of control, admins can ensure that their community/experience site always looks its best.