--- schema_version: "1" id: ce4bfc8cee0752b392a02e7b2cca88c6b31835efb69391888d5de1e5b9f14b66 title: PipelineInspectionListView collection: legacydeveloper version: current locale: en-us portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/object_reference/sforce_api_objects_pipelineinspectionlistview.md canonical_url: https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_pipelineinspectionlistview.htm source_site: developer.salesforce.com content_type: documentation content_hash: 6f510eaccd122cd55b2b2ba0876ca6e4359af3bccad84e61fb50d682247b2001 description: Represents a pipeline view, an intelligence view, or a saved filter. A pipeline view shows a set of opportunity records, based on specific criteria. An intelligence view shows a set of account, lead, or contact records, based on specific criteria. This object is available in API version 53.0 and later. --- # PipelineInspectionListView Represents a pipeline view, an intelligence view, or a saved filter. A pipeline view shows a set of opportunity records, based on specific criteria. An intelligence view shows a set of account, lead, or contact records, based on specific criteria. This object is available in API version 53.0 and later. ## Supported Calls create(), describeSObjects(), query(), retrieve(), update(), upsert() ## Special Access Rules To access this object, enable the Pipeline Inspection user permission and the Pipeline Inspection setting. To create and modify list views, users must have the Create and Customize List Views permission. To create and modify public list views, users must have the Manage Public List Views permission. ## Fields
Field Details
ChangePeriodLiteralType
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
The date literal associated with the pipeline changes metrics group, used for filtering by a custom time period.
Possible values are:
  • CUSTOM_DATE
  • FOUR_WEEKS_AGO
  • ONE_MONTH_AGO
  • ONE_WEEK_AGO
  • START_OF_THE_PERIOD
  • THIS_MONTH
  • THIS_WEEK
  • THREE_MONTHS_AGO
  • THREE_WEEKS_AGO
  • TWO_MONTHS_AGO
  • TWO_WEEKS_AGO
ChangePeriodStartDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The start date used when filtering by a custom time period for pipeline changes metrics and forecast category metrics groups.
DateLiteralType
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
The date literal associated with the pipeline and intelligence views, used for filtering by the close date, created date, or activity date.
Possible values are:
Accounts Contacts & Leads Opportunities
ALL_TIME Checkmark icon Checkmark icon * * Checkmark icon * *
CUSTOM_DATE Checkmark icon Checkmark icon Checkmark icon
DATE_NONE * Checkmark icon
LAST_180_DAYS * Checkmark icon
LAST_365_DAYS * Checkmark icon
LAST_90_DAYS * Checkmark icon
LAST_MONTH Checkmark icon
NEXT_FISCAL_QUARTER Checkmark icon
NEXT_MONTH Checkmark icon
NEXT_WEEK Checkmark icon
THIS_FISCAL_QUARTER Checkmark icon Checkmark icon
THIS_MONTH Checkmark icon Checkmark icon
THIS_WEEK Checkmark icon Checkmark icon
* Available in API version 60.0 and later.
** Available on the "My Important" list views.
EndDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The end date used when filtering by a custom time period for close dates.
IsSystemManaged
Type
boolean
Properties
Defaulted on create, Filter, Group, Sort
Description
Indicates whether the system is managing changes to visibility and deletion of a pipeline view (true) or not (false).
The default value is false.
ListViewId
Type
reference
Properties
Create, Filter, Group, Sort
Description
The ID of the associated ListView record. This field is unique within your organization.
This is a relationship field.
Relationship Name
ListView
Relationship Type
Lookup
Refers To
ListView
MarketSegments
Type
textarea
Properties
Create, Nillable, Update
Description
The customer segments selected in the Prospecting Center view.
This field is available in API version 61.0 and later.
StartDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The start date used when filtering by a custom time period for close dates.
SummaryField
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
The opportunity field specified in a pipeline view to summarize pipeline inspection metrics.
Possible values are standard field names or custom field IDs for custom currency and number fields.
  • Amount
  • ExpectedRevenue
  • TotalOpportunityQuantity
  • custom_field_ID

This field is available in API version 56.0 and later.
UserId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The ID of the user whose records you want to see by default in the list view. This field is a relationship field.
This field is available in API version 58.0 and later.
Relationship Name
User
Relationship Type
Lookup
Refers To
User
ViewType
Type
picklist
Properties
Filter, Group, Nillable, Restricted picklist, Sort
Description
The corresponding API name for the pipeline or intelligence view type.
Possible values are:
  • MY_ACCOUNTS–Available in API version 60.0 and later.
  • MY_AGENTFORCE_SDR_CONTACTS–Available in API version 64.0 and later.
  • MY_AGENTFORCE_SDR_LEADS–Available in API version 63.0 and later.
  • MY_CONTACTS
  • MY_IMPORTANT_ACCOUNTS–Available in API version 60.0 and later.
  • MY_IMPORTANT_CONTACTS
  • MY_IMPORTANT_LEADS
  • MY_IMPORTANT_OPPORTUNITIES
  • MY_LEADS
  • MY_PIPELINE
  • MY_PROSPECTING_CENTER_ACCOUNTS–Available in API version 61.0 and later.
## Usage Use this object to retrieve the metadata for a pipeline inspection view.