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HomeList view

List view

By navigating to any object, the user will be able to see the list of records of that object.

Here the user will get the Listing as per the configuration from the Salesforce CRM side and the WordPress admin side.

The template (layout) will display as per the selection of the Customer Portal Layout settings.

Here the list view layout is displayed as per the style selection and records at most selection in the block settings on the Portal List page from WordPress.

The portal user can add a new case. To add a new case, click on the ‘Add’ button.

The portal user can filter and search the cases from the list view.

 

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