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
- Owner First Name
- Created Date
Who sees this list view?: All users can see this list view
Cases
Test
Steps:
- Open...