Create List View for Accounts Object in Salesforce Console | ADX-201 Exam Prep

Create List View for Accounts Object

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Question

Where do you go to create a List View so that you can see it on the Console, under the Accounts object?

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Explanations

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A. B. C. D.

B.

To create a List View for the Accounts object that can be viewed in the Console, you would follow these steps:

  1. From Setup, enter "Object Manager" in the Quick Find box and select "Object Manager."
  2. Click on "Accounts" to open the Account object.
  3. In the left sidebar, click "List Views."
  4. Click the "New" button to create a new List View.
  5. Give your List View a name and select the desired filter criteria to define the data that will be displayed in the List View.
  6. In the "Visible to" section, select "All users" to make the List View available to all users, or "Only me" to restrict access to the List View to yourself.
  7. Click "Save" to create the List View.

Once you have created the List View, you can add it to the Console by following these steps:

  1. Open the Console.
  2. In the Navigation Items menu, click the gear icon and select "Edit Navigation Items."
  3. In the "Navigation Items" dialog box, click the "New" button to create a new navigation item.
  4. Give your navigation item a name, such as "My Accounts List View."
  5. In the "Type" drop-down list, select "List View."
  6. In the "List View" drop-down list, select the List View that you created earlier.
  7. Click "Save" to add the navigation item to the Console.

Now, when you navigate to the Accounts tab in the Console, you will see your List View displayed as a navigation item.