Recent Views

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 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. 

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

• Click the Edit next to the Tab for that object - eg Contacts Tab

• Add the fields you want, and put them in the right order, click Save

• The view is now updated. 

Advanced

In Mavens Mate, in the Contact.Object file, look for 

<customTabListAdditionalFields>FULL_NAME</customTabListAdditionalFields>

under searchLayouts

Add any other fields you want in there, in the same format, eg

<customTabListAdditionalFields>Languages__c</customTabListAdditionalFields>
<customTabListAdditionalFields>Level__c</customTabListAdditionalFields>

Note: Custom fields don't have the "CONTACT." in front of the field name. 

Save the file, which will compile and then update your list. 

Magic! 

Next Steps

• Whilst you are here set the Search Layouts too

See Also

On this Site

• Views

Other Sites

• Simply Salesforce.com: How to modify columns in Recent Object view?
• Simply Salesforce.com: Salesforce: Modify default View in Object Tab