The Agent console’s list view lets you quickly perform actions within Salesforce without leaving the console.
Required Editions
| View supported editions. |
Display list views
From the dropdown list in the top left of the list view frame, select an object, and then a list view of the object to display in the console's list view frame. You cannot create a list view within the console.
Click Refresh to reload the list view with any updates that have occurred to the records since you began viewing the list. The refresh button automatically changes colors when record updates have occurred.
Records italicize in the list view when you edit them in the detail view. This shows you the records you have edited.
Search
Enter keywords in the search box above the list view and click Go! to use advanced search across all the searchable records you can access in your organization. Terms in an advanced search are treated as separate words rather than a phrase and can be found in different indexed fields within a record. So, searching for Pat Powers in advanced search finds a contact named “Pat P Powers,” as well as a contact named “Pat Smith” with an email address of “smith@powers.com.”. Search results display in the detail view.
Create records
From the New dropdown list, select any object to create a record. New record pages display in the detail view.
View recent items
From the Recent Items dropdown list, you can choose to display any of the 10 records you most recently viewed. Recent items display in the detail view.
Perform mass actions
Select the checkbox next to items in the list view, and from the Mass Action dropdown list, choose the action you want to perform on all the selected records.
If you perform a mass action on more than 200 records while using Internet Explorer, you can be automatically logged out of Salesforce.
