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Delivered in Lightning

Fifedog

Recent [Object] Home page Default view

Customization & App Building

EVERY time I train people I ALWAYS get the confused question and looks when they click on [name any tab, accounts, leads, ...] and they're presented with this view.

When you see this what do you assume the values in that list relate to? Partner Open leads right? Wrong. They are your recently viewed. People don't see that drop down on the far right side where it says "Recenlty Viewed." EVERY, Every person I train has this issue.

What I would like to see is one of two things happen.
1) Get rid of that drop down on the right and just have the list reflect the first (10 or 25) records as the view states. This is the expected behavior.

2) Move that recent drop down to the left side of the screen so people see there are two drop downs and the values below belong to the second one.

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Latest Comment from Salesforce

Mary Scotton - 8 years ago

Props to @Adam Leipold for providing a straightforward solution for overriding the Recently Viewed page. Personally, I appreciate the Recently Viewed because I am not in the system that often, so I like to be reminded about what I'd done last. But, I'm not a power user. From these comments, it is clear that power users don't like Recent items, and brand new users are confused because they don't have any Recent items.

Copying Adam's solution here so that it floats to the top. I know a code solution seems scary at times, but Visualforce has most of the standard UI components you need to arrange pages as you'd like. In this case, a standard List View component. It's worth the time to try some simple sample pages and see what you can do. Let me know if you need help.

An example, using the Opportunity object:

1. Create a Visualforce page with just this code:

<apex:page showHeader="true" tabstyle="Opportunity">
<apex:ListViews type="Opportunity" />
</apex:page>

2. Go to go to Setup>Customize>The Object you want>buttons and links>and then edit the Opportunites Tab to change the default home page to your simple Visualforce page.

3. Click on the Opportunities tab. It's magic!

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Comments ( 134 )

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Mickey Bennett - 4 years ago

This functionality was delivered in Salesforce Lightning. In the Lightning Experience, one list view dropdown is now displayed in the upper left corner of the Object page. This dropdown defaults to "Recently Viewed" and contains all previously saved custom list views.

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Rebecca O'Connor - 5 years ago

Definitely need this functionality. It can be very misleading for a user when they click on the Cases tab, see a view name in the 'View' dropdown and then realise that what they are seeing is their most recently viewed cases, not what is displayed in the dropdown.

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Dan Bontrager - 5 years ago

This limits our use with Remedyforce and is a must have.
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Deanna Aaron - 5 years ago

The VP of Sales at my company has asked me to change the defualt view from "Recently Viewed" to the "Active Opportunities" list view that he has created. This change would be more actionable for our sales team. It would automatically set them up in the right spot when they go to opportunities. I can't believe that this simple modification isn't already available on SF. I called Salesforce Support and they explained that there is a long work around, but my VP of Sales doesn't want me to waste so much time on this.

**Please make this list view feature customizable in future releases so that we can setup a default list view that makes sense for our company.

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Diego Gutierrez Codina - 5 years ago

Agree! This needs to be configurable. It would save an extra step to a lot of users.

Thanks!
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Debra Anderson - 5 years ago

We would like to be able to customize home page layouts for object pages like Leads.
For example remove the links to import leads and mass transfer. Most of our users aren't allow to do this.
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Debra Anderson - 5 years ago

We would like to be able to customize home page layouts for object pages like Leads.
For example remove the links to import leads and mass transfer. Most of our users aren't allow to do this.
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Aubry O. - 5 years ago

Well, this is kind of a different take.. someone has a Chrome Extension that changes this: https://chrome.google.com/webstore/detail/bfijfifpomcejlbefdgpeknmbcoagkgh
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Jen Perlee - 5 years ago

Would love for this feature to be added. All my users want differnt default views specfic to their job function.
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Scott Molinari - 6 years ago

@Mithril Capital Management Admin - The list view that shows up for any particular user is always the last one they had viewed. This is also a correct behavior and why it often causes confusion. Because the tab always opens with a list of "last viewed" records and not the list view.

Basically the way it should work should be:

If logged out, clear the last viewed list view from the user's cookies (assuming it is remembered over a cookie) and once logged in, show the list view "last viewed records". Then after that, if the user selects a new list view, that is the list view they should continously see, when they click on the tab again. Theoretically, this default of "last viewed list view" should be configurable too, so that an admin can set another list view as the default. Thus SF could kill two ideas with one change.

Scott

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Mithril Capital Management Admin - 6 years ago

For different users, it defaults to different list views (and not necessarily the top one on the list) -- any idea on how to control that?
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Bob Embrey - 6 years ago

Simple ability to change default views when clicking on header tabs will greatly enhance usability. For example, I've created my own custom view for Leads, but users have to click through to see it instead of just Recent Leads.

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Joyce Leung - 6 years ago

Agreed with other. We will try the visualforce page solution but SFDC should allow us to do this in a easier way.
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Geoffrey Dalman, Marketing - IT Manager - 6 years ago

I will try the Visualforce solution but think it should be an easier process. You never get a second chance at a first impression, for smoother uptake on implmentations this should be click-button admin thing not a programming thing.

Most new SF admins will not progress to Visualforce solutions before the chance for a users first impression is past.

My 2-cents, for what its worth. 8-years?

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Admin - 6 years ago

I just need to change whet the default view is.
Maybe a checkbox when you create the view or a button that is seperate from the save.
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