For those of you who prefer more of the agile work type, Kanban view of projects and tasks might be the most convenient layout to keep your work moving. While managing your projects in Inspire Planner, the app lets you define a layout if you’d like. Click the Details/Hide Details icon to see additional information such as Guidance and Key Fields – Key Fields are available for inline editing group by Stage and the summarised field e.g. Select the gear icon and then Kanban Settings to change the grouping e.g.
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Opportunity “Kanban View” will display alerts containing tips on how to keep the deal moving forwardĥ. Move a record to the next column by dragging the cardĤ. Record Types will be displayed on different tabsģ. With your list view selected, click “Kanban View” from the Display As dropdown menuĢ. “Kanban View” isn’t limited to opportunities though, it’s available for most objects, including Projects and Tasks in Inspire Planner.ġ. “Kanban View” is particularly useful for opportunities as you can see the count and sum of opportunities per Stage and move records through the sales process. “ Kanban View” gives you a visual summary of your data, whilst enabling you to keep things moving by dragging and dropping records so they move through your processes. It’s also worth noting that not all fields are editable from a list view check out this article to troubleshoot common issues with inline editing. If you use Record Types, Salesforce list views will need to be filtered on a single Record Type before you are able to inline edit.
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Update multiple records at once by selecting the records, choose your field, make any changes, then apply the changes to multiple items Click into an editable field, enter or edit data, then hit enter or press SaveĢ. Instead of navigating to individual records, you can save time by updating your records directly from a list view.ġ. The search bar tooltip will display any fields that are not searchable Inline Edit Not all fields are searchable so be sure to keep an eye out for the tooltip advising you which fields are not available for your search!ġ. If your Salesforce list view is returning a lot of results you can search for an individual record using the list view search bar. Inspire Planner also deeply integrates with standard Salesforce Tasks, so by going into your Tasks tab, you can also see all of your personal as well as Inspire Planner Project Tasks in a Table view: Search Your List View Here is how you can display your Inspire Planner Projects in a Table view when you want to see more data at once: This lets you track your projects and tasks, displaying the data you need to see. Click on any column to sort click once to sort ascending and twice to sort descendingĪnd since Inspire Planner is a 100% Salesforce-native project management app, it utilizes many native features including Salesforce List Views. Hover, then select the dividing line between columns to resize column widthģ. Click on the dropdown arrow next to a column and select “Wrap text” (particularly useful for fields such as Description or Next Steps)Ģ.
Similar to a spreadsheet, the “Table View” display will allow you to easily view your data in rows, wrap text, and resize or sort by any column.ġ. The default display option for Salesforce list views is “ Table View”.
Read on for your complete guide to Salesforce list views in Lightning.
Create a set of standard list views to avoid repeat requests, or empower your users by teaching them to create bespoke list views, so they can grab and segment data at a moment’s notice.Īt first glance, list views in Lightning are very similar to Classic, but when you delve a little deeper you’ll discover they have become far more intuitive and powerful. Salesforce list views are a powerful reporting tool for you and your users.
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