Landing (List) Pages
When you click a sales object on the home page, the application automatically runs the default saved search for that object and displays the results as a list on the landing page.
Here's a landing page for leads, highlighting page controls that are common to list views for all objects.
|
Callout Number |
Description |
What You Can Do |
|---|---|---|
|
1 |
The name of the saved search that's displaying the list you’re seeing on the page. |
You can select a different saved search using the Ask Oracle bar. |
|
2 |
Ask Oracle bar. The Record Set filter specifies the set of records that you can search. For example, My Open Leads displays all the unqualified leads you own. The list of filter criteria builds as you add filters and search terms. If there are no filters, you're seeing a list of all of the records that you have permission to view. |
|
|
3 |
Add filters |
Search for and add filters |
|
4 |
Group by |
Select an attribute to group the information in your list. For example, selecting Status for a lead, breaks down your lead search results by status. |
| 5 | Number of records in your search results | You always know how many records match your search terms. |
| 6 | Select to act on multiple items | Just select multiple items to see which actions area available. For example, selecting three unqualified leads, lets you qualify them all at the same time. |
|
7 |
Take actions on individual items in your search results. |
Click an item in the list to display the actions. For example, on the contacts landing page, click Call to call the primary number for a contact. Click Send Email to send an email to the primary email address and so on. |
|
8 |
Configure the search result display. |
Here you can choose which columns appear in search results, for example. |