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Static List

Customize object-based lists that hold static records.

Overview

Benchmark data over time using Static List or simply capture a specific moment.

1 of 3

  • Customize object-based lists with static records

  • Modify list columns and rows to change your field display to improve convenience

  • Generate pages and buttons dynamically for specific objects

Static List allow users to customize object-based lists that hold static records. Records will remain unchanged from initial creation until manually adjusted by the user, while field data continues to be dynamic. Static Lists offers a multitude of use cases particularly geared towards financial services professionals. For Capital Markets: - Build M&A prospect lists for pitches - Build M&A acquirers (buyers) lists for deals - Build buyer lists for Deal Closure Announcement and more... For Asset Management: - Build plan sponsors list for lead nurturing - Build static lists of top Investment Management Consultants and more... Data in Static Lists can easily be exported as CSV tables. No prior coding experience is required. For ideas and questions, visit our support group: https://sforce.co/2TQANNu

Categories

Business Needs
Productivity
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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