Selecting ‘Create New’ layout

After selecting the ‘Object’, you will get the list of the Fields that are enabled from the Salesforce CRM side. You can simply drag & drop the required fields from right to left to add the columns for the list.

 

The search box is also provided if you want to search the field by inserting the text caption.

 

By clicking on the ‘edit’ icon, you can edit the field details. You can enable the filter option to provide the filter listing records on the customer portal side to portal users.

 

By ticking the “Enable for Filter” checkbox, the portal users will get the searchable option for the CRM Fields.

 

After updating, the Field labels click on the Save button and finalize the list builder by clicking on the Publish button. You can keep it as a draft by clicking on the Save As Draft button.

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