Selecting ‘Use Existing’

You can also get the ready-made ‘List view’ layout that is configured from the CRM. By selecting the Use Existing option, you will get all the ready List layouts (CRM Object views).

 

Once you select any ‘List view’ from the View drop-down, you will get the fields of that specific list view that are configured from the Salesforce CRM.

 

You can add/remove the Fields as per your requirement. You can drag & drop the fields from the list on the right side and you can remove any Field by clicking on the ‘delete’ icon.

 

By clicking on the ‘edit’ icon, you can update and change the labels of any Field.

 

By editing any Field, you will see the “Data Type” of the fields. You can provide the filter options on the portal side in the list view by ticking the Enable for Filter option.

Post a Comment