Create List View in Salesforce Lightning

Welcome Students, I hope you are learning the Salesforce Administrator part from SFDC4STUDENTS. Now we will learn about List view and how we can create the List View in Salesforce Lightning.

1. List View is always created on an object.

2. You can use the accessibility of List View for other users or groups.

List View - In simple language, a List View in Salesforce is to see the list of records where you can see filtered records based on fields.

Create a List view -

Requirement - Show all records of the Account object which is created today.

1. Click on the ‘App Launcher (1)’ if you are in this view.

2. From the App Launcher, click to open the Sales App (2) or you can also select other apps where you want to create a List View.

3. Select the Accounts tab (3). From the list view controls (4), select New.

4. Fill in all the required Fields.

    a). If you just want to show the list view to yourself, then select ‘Only I can see this list view’.

b). If you want to show the list view to all users, then select ‘All users can see this list view’.

c). If you want to give access to this list view to other groups of users then you can select the 3^rd option.

5. Click Save (8).

6. Now, when you do not use the filter to your created list view then you will see all of the records in a list view that is created on the Account Object.

When you will use a filter then you can see the list of all records based on your filter criteria.

So let’s learn how we can use filters in Salesforce Lightning List View.

a). Select your created List View from the drop-down (9) of the list view.

b). Click on the icon (10).

c). Then Click on to Add Filter (A) link button.

d). Select the ‘Created Date’ from the field (B). Created Date is a standard field of all Salesforce objects that we are using here for the filter.

e). Select the equals operator (C). 

f).  For Value (D), type Today and then click the ‘Done’ button.

7. Finally click the Save button (11).

8. That’s it. Now for the testing, just create a fresh new Account record and you will see the magic of the list view filter that you are showing only today's created records and nothing else.

Note - You can use multiple filters on a list view based on your requirement.

Thanks for your given time guys. If anyone asks you that do you know or if can you create a list view in Salesforce Lightning then what will be your answer?

Validation Rule In Salesforce

Welcome SDFC4STUDENTS Learner,

Today we will learn how to we can validate a record before saving it if the value is not in the proper way.

Requirement - Validate a record if the 'Account Number' field has less than 8 characters. This example is so easy to understand for the beginner. Let's start. 

1. From the list of Objects, click Account (You can select any Object where you want to validate a field).

2. Click the Validation Rules section from the left navigation then Click the “New” button as shown below.

3. You will get this window. Use the functions and create your validation formula.

Here is a brief description of the fields:-

a) Functions = According to your condition you can use Function for any condition.

b) Insert Selected Function = You can use the LEN Function from the Insert Selected Function to check the character length.

c) Formula Area = This formula box is where inside this you can create any formula.

d) Insert Field = The Insert Field button opens a menu that allows you to select fields to use in your formula. Inserting from this menu automatically generates the correct syntax for accessing fields.

e) Insert Operator = The Insert Operator button opens a drop-down list of the available mathematical and logical operators.

f) Check Syntax = Once you’ve written the formula for validation, you can use the Check Syntax button to ensure that everything is in working order before saving. LEN your formula has issues, the syntax checker alerts you to specific problems.

g) Error Message = According to your formula (G) whenever you will save the record then it will show the error (Either ‘Top of Page’ or ‘Field’).

h) Top of Page and Field = This error message can either appear at the top of the page or below a specific field on the page.

i) Active = If you want to fire the Validation on the record to save time then you must check this checkbox.

3. Click Save (If you want to create multiple fields then you can click the button “Save & New”).

4. Here is the final result, when you will save the record but the digit will only be 3 or less than 8 digits then it will show you the error.

Thanks for your given time guys, I am sure that it will helpful for beginners.

Formula Field In Salesforce

Hi SDFC4STUDENTS Learner,

As you know now that how you can create the field in a Salesforce object. So for now we will learn here how to we will create a Formula field in an object. Just Follow the Steps and see the magic of the formula field.

Requirement - Based on the Selected Picklist field's value get the website URL on the formula field.

1. From the list of Objects, click Case (You can select any Object where you want to create a formula field).

2. Click the Fields & Relationships section from the left navigation then Click the “New” button as shown below.

3. Select “Formula” from the data type and then click “Next” (We are creating here a “Formula” type field but you can select any type of field type).

Note:- Salesforce provides 23 types of fields. You can also read the functionality of these fields when you will on the below image view from the right side.

4. Fill in all the required fields (Red Marked) and then check the Formula Return Type “Text” then click Next.

5. You will get this window where you will create a formula after the formula creation clicks Next.

Here is a brief description of the fields:-

a) Advanced Formula = You can use lots of functions (B) in Advanced Formula.

Simple Formula = You can not use the function in a Simple Formula.

b) Functions = According to your condition you can use the Functions.

c) Insert Selected Function = When You will select the function and after clicking on this button then your selected function will automatically paste into the Formula area.

d) Formula Area =  The formula area (body) is the area where you use the whole formula.

e) Insert Field = The Insert Field button opens a menu that allows you to select fields to use in your formula. Inserting from this menu automatically generates the correct syntax for accessing fields.

f) Insert Operator = The Insert Operator button opens a drop-down list of the available mathematical and logical operators.

g) Check Syntax = Once you’ve written a formula, you can use the Check Syntax button to ensure that everything is in working order before saving. If your formula has issues, the syntax checker alerts you to specific problems.

h) Treat blank fields as zeroes = If your formula field return type is Number, Percentage, Currency, etc. then you should check this option.

Treat blank fields as blanks = If your formula field return type is Text. Then you should check this option.

6. Select the profiles (10) to which profile you want to grant field visibility access via field-level security and then Click Next.

7. We can put fields to different types of Case object page layouts by these checkboxes (12).

Click Save (If you want to create multiple fields then you can click the button “Save & New”)

Thanks for your given time guys, I hope it will helpful.