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Smart Lists

Highly customizable lists for handling records, files and external data

Overview

With Smart List you can save days of custom development and build a custom list in a matter of minutes.

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  • Use point-and-click configuration to build your searchable custom list with inline edit, predefined filters and custom actions

  • Customizable search form with advanced search capabilities and SOSL search

  • Supports Salesforce objects, external objects, files and custom data sources (web service, complex SOQL queries...)

  • Available for AppBuilder and Digital Experience pages as well as Screen Flows

  • Supports direct relationships such as Cases for an Account as well as complex relationships such as Files related to the Account of the parent Case

  • Fully localizable for multi-lingual implementations

Smart Lists is the component you need if you are struggling with the limitations of List Views and Related Lists or need an advanced search component This flexible component allows you to build custom lists of records, files, and external data by using point and click configuration. It can be deployed on record pages, home pages, custom app pages, community pages and flow screens. It offers advanced filtering and searching capabilities that are not available in standard list views and related lists: - Inline edit with multiple record types - Standard filters All, My, My Team, My Subordinates & My Queues - Fully customizable filters such as Open Cases I Created - Advanced search capabilities for record types, record owner, and related records Smart Lists supports complex relationships as Cases related to the Department of the parent Account or Files related to the Account of the parent Case Smart Lists comes with standard actions creating, editing and deleting records. New custom actions can be added For complex use cases, it is possible to populate the list from custom data sources such as web services

Categories

Business Needs
Data Management
Data Visualization
Personas
Administrator
Architect
Consultant
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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder