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Playbook
List Views

List Views

Design

As a Salesforce User
I want to have a filtered list of records in the system
So that I can easily find the records that I need
Acceptance Criteria
Given I want to work List Views
When I select a list view within an object
Then I have the ability to see existing list views as well as custom list views where the user is able to amend the filters to bring up a different set of results

Build

Leads

Create/Edit the following list views for Leads:

  • All Leads
  • All {Record Type x} Leads
  • All {Record Type y} Leads
  • My Leads
  • My Inactive Leads (90+ days inactive)
  • My Unread Leads

All Lead list views should have the following columns in this order:

  • Name
  • Company
  • Lead Status
  • Inactive Days
  • Phone
  • Lead Record Type
  • Owner First Name
  • Created Date

Who sees this list view?: All users can see this list view

Opportunities

Create/Edit the following list views for Opportunities:

  • All Opportunities
  • All Opportunities (Including Closed)
  • All {Record Type x} Opportunities
  • All {Record Type y} Opportunities
  • My Opportunities
  • My Opportunities (Including Closed)
  • My Inactive Opportunities (90+ days inactive)
  • My Unread Leads

All Opportunity list views should have the following columns in this order:

  • Opportunity Name
  • Account Name
  • Amount
  • Stage
  • Inactive Days
  • Oppotunity Record Type
  • Owner Full Name
  • Created Date

Who sees this list view?: All users can see this list view

Accounts

Create/Edit the following list views for Accounts

  • All Accounts
  • All {Record Type x} Accounts
  • All {Record Type y} Accounts
  • All Inactive Accounts (90+ days inactive)
  • My Accounts
  • My Inactive Accounts (90+ days inactive)

All Opportunity list views should have the following columns in this order:

  • Account Name
  • Inactive Days
  • Oppotunity Record Type
  • Owner First Name
  • Created Date

Who sees this list view?: All users can see this list view

Contacts

Create/Edit the following list views for Contacts

  • All Contacts
  • My Contacts

All Opportunity list views should have the following columns in this order:

  • Name
  • Account Name
  • Inactive Days
  • Title
  • Phone
  • Email
  • Owner First Name
  • Created Date

Who sees this list view?: All users can see this list view

Cases

Test

Steps:

  1. Open...