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How do I unpin a list in Salesforce?
With pinned lists, all users can make any list their new default. To pin an unpinned list, click its pin icon.
What is a pinned list view in Salesforce?
Pinned List Views. You can now set your go-to list view as default when you navigate to that object. Just click the pin icon next to the name of your list view. If you’d like to pin a different list view, navigate to that list view and select the pin to change your setting.
How do I unpin a list?
In the navigation drawer, select Lists. On the Lists screen, you will see all the lists that are pinned, and below that, a complete list of all your lists. There will be a pin button next to each list. Tap it to pin/unpin a list.
How do I pin a list view in Salesforce lightning?
Pin the views you use most Simply click the pin icon next to the name of your list view. To switch pinned list views, navigate to the new list view you want, and click the pin to change your setting. Each Salesforce user can pin their own list view for a more customized experience.
How do I pin a list view in Salesforce?
How do I unpin my screen?
To unpin a screen:
- Gesture navigation: Swipe up and hold.
- 2-button navigation: Touch and hold Back and Home .
- 3-button navigation: Touch and hold Back and Overview .
How do I unpin from quick access?
You can unpin any pinned folder from Quick access by right clicking pinned folder in File Explorer under “Frequent folders” and selecting “Unpin from Quick access” in context menu. You can also unpin default windows pinned folders (like Downloads, Documents, etc.) using this option.
How to pin a list in lightning experience?
This is where much of the list view magic happens in Lightning Experience. List View dropdown menu (1) Click to access your list views. Pin list icon (2) Click to pin a list view. A pinned list is the default list view for that object. A icon indicates a pinned list.
How is the default list view in Lightning?
The fields you see are determined by your admin. In Lightning Experience, the list view dropdown menu always defaults to the Recently Viewed summary instead of saving the currently selected list view for future visits. If you want a specific list view to load as your default, pin it.
How to add or remove filters in lightning experience?
Filter icon (8) Click to narrow or expand the records that appear in a list view by adding, modifying, or removing filters. And here are a few other Lightning Experience-only improvements we think you’ll appreciate. Tired of seeing only part of each field in a list view?
How to create list view in Salesforce Lightning?
In Lightning Experience, create a list from the List View Controls menu (). Select New to start from scratch (or use Clone to leverage an existing list). Just like in Salesforce Classic, when creating a list view in Lightning Experience you assign a name, add filters, and pick the fields to show.