Overview
This is the steps to modify the Tab Views that first display when you click on the Tab. Mostly people will use the views in the View menu, and favourite them in their browser, but you should edit the Recent Items Views for each object when you set it up.
Recent Items Views vs Recently Viewed Accounts/Cases/Contacts/Leads Views
In the main objects, there is a view in the views list called Recently Viewed Accounts (or the object you are on). You CAN NOT edit that one. Weird, I know - see here https://success.salesforce.com/ideaview?id=08730000000BpRoAAK. I reckon a fix will be coming soon, but in the meantime it's a pain.
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The confusion among SFDC admins is that there are actually two Recently Viewed list views - one is visible when you click the object tab (and that one is editable in Setup > Customize > [Object] > Seach Layouts > Edit [Object] Tab Layout), but the second one is visible when you select "Recently Viewed [Object]" from the View dropdown menu. The second one is not editable. |
Basic Steps
- Decide on the maximum of 10 columns you want in your Recent Items views for each object
- Add that list of columns to your documentation - you will refer to it often. See Views.
- Go to Search Layouts for the object you want to change
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- Whilst you are here set the Search Layouts too
See Also
On this Site
Other Sites
- Simply Salesforce.com: How to modify columns in Recent Object view?
- Simply Salesforce.com: Salesforce: Modify default View in Object Tab