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Access Records and Change List Views

Goal

Access record lists and view them through specified list views with applied filters.

After reading this article you will be able to:

  • Access records
  • Change list views

 

Step One: Access a Record List

App Launcher

Use the App Launcher to navigate to any available object record list.

  1. Click the App Launcher icon.

1 Access Records and Change List Views- App launcher.png

 

  1. Enter <desired object> in the quick find area.
  2. Click the desired object.

2 Access Records and Change List Views- App launcher.png

 

Tabs

Use tabs as shortcuts to records, lists and recent records of desired objects.

  1. Click the desired tab.

3 Access Records and Change List Views- tab.png

 

Quick Access Through a Tab

  1. Click the dropdown icon on the desired tab. 

4 Access Records and Change List Views- tab quick access.png

(a) Create a new record, (b) Select a recent record, (c) select a recent list view , or (d) Open "<most recently viewed list view>" in new tab.

5 Access Records and Change List Views- tab quick access.png

 

Step Two: Change List Views

To filter what records appear change the list view.

  1. Click the list view dropdown.
  2. Select desired list view.

6 Access Records and Change List Views- list view.png