Salesforce
Features Salesforce users have been asking for, and how to add them in your own browser.
- How to auto-refresh list views in SalesforceThe Auto-refresh for Salesforce template refreshes a Lightning list view every minute, so new records and colleagues' changes show up without pressing Refresh.
- How to highlight rows and total amounts in Salesforce list viewsThe Highlights and totals for Salesforce template colours list view rows by rule (won deals, close dates coming up, big amounts) and adds a totals row that adds up the Amount column.
- How to add quick filters to Salesforce list viewsThe Quick filters for Salesforce template adds one-click filter chips above a Lightning list view, one per stage with its count.
- How to choose the columns of Recently Viewed in SalesforceThe Recently Viewed columns for Salesforce template adds a Columns button to the Recently Viewed list view, so you can see Industry, Billing City or any field next to the accounts you opened last.
- How to see the real number of records in a Salesforce list viewThe Record count for Salesforce template replaces "50+ items" with the real number of records in a Lightning list view, counted through Salesforce's UI API.
- How to edit records inline in Salesforce related listsThe Inline edit in related lists for Salesforce template puts a pencil on every field of a record page's related lists, so you can change a stage or a phone number without opening the record.