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My Rules for Views

  • Choose 10 fields that must be on ALL views. Document them. 
  • Set up your All Leads view to have those fields, then create every new view from that. 
  • Don't have too many views - it is difficult to add any new fields to each and every view. 
  • The 5 other fields can be used for specific information required for the different views.
  • Have a good naming convention for views - eg Open Leads - West, Open Leads - East, so they look good in the list of views.
  • Choose who sees which views so they are not overwhelmed with which views to look at. 

Action Views 

Action Views are the list of things that MUST be done. An Action View must be set up so that it should always be empty. If there is something in there, then something must be done on this lead. Eg All Open Leads is an Action View - the leads should not be open - they are there to be converted. 

  • Set up a naming convention to separate these views out - eg Action - Calls, Action - New Leads.

Leads

  • Phone number and email address must NOT be in the views. This just encourages sales reps to bypass the system and quickly call or email the lead. They must open the lead record to call or email the client, so they can log it. 

Views Notes

Inline Editing

Wow, an interesting discussion on #askforce about the inability to edit inline if the view has over 5 filter criteria - and the Record Type must be in the filter criteria to enable inline editing of views, so that leaves it down to 4. See https://help.salesforce.com/HTViewSolution?id=000003911&language=en_US. 

Now go and watch this video to see how Microsoft CRM does inline editing, and weep. (and then see how Microsoft CRM handles bulk editing and the wonderful way they navigate between records from a list. Salesforce has such a long way to go in these basic record editing features. Hopefully they can copy Microsoft CRM sometime soon. 

Linking to Views

This is a nice little trick to link directly to particular views. Use these links in your help documentation or as bookmarks to your favourite Views. 

The URL is eg {{https://ap1.salesforce.com/001?fcf=00A00000001abAB}}

This is made up of:

  • Your SF base URL (eg na1, ap1, em1) .salesforce.com/
  • The Object ID Number
  • ?fcf=
  • The ID of the View.

You get the ID of the View when you are editing the view. 

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