Salesforce permission to share list views. I want to set sharing permissions for the list view function for each profile. Sharing a List View with a specific User ensures the right person has the information they need. It does not however allow a user to share their custom List Views with others. So, the list view in permission sets is the way to filter out the records based on some specific requirement, such as you want a list of all the perm Nov 19, 2014 · There is a concern that anyone with this option can delete views used by others, open the views to possibly allow community users to see information or accidentally change views. Is there a way to disable certain “A” profile user groups from using the “all users can see this view” feature and onl Allow Users to Share List Views I have a user who cannot share the list view he created. If you have separate list views different office locations, job function, or processes (e. Once you share it with any group (even empty) - that list view is public so the permission Manage Public List Views allows users to see it. You can also edit permissions in multiple permission sets at the same time using list views. You can also edit permissions in multiple permission sets at the same time using list view Making list views available based on need helps ensure users have the information they need without having to search through many that may not pertain to them. , Send Mail Lists), then using Public Groups can keep the available View in order and relevant. The option is grayed out for him and the help bubble says "You do not have permission to share this list view". There are also a couple of overall User Interface settings to look at. From the Permission Set Assignment section on the user record, click Edit Assignments. Create list views to help view and manage your permission sets. Our sales people want to be able to share list views with the rest of there team but we do not want to give them access to manage our public ones. Separately, when he clones an existing list view, he cannot adjust the "sharing settings"; the option is grayed out for him. Mar 9, 2021 · To control users’ permissions on List Views, there are a few system based permissions that can be given either through Permission Sets or through the Profile level. Steps guide to give extra permission for list view security setup. Create, edit, and delete public list views. From Setup, enter Einstein Activity Capture in the Quick Find box. Nov 1, 2025 · Only users with the “Manage Public List Views” permission (from their Profile or Permission Set) can share a list view with all users, specific roles, or public groups. Add the affected user back to the Einstein Activity Capture configuration. Add the permission set that includes Einstein Activity Capture, and click Save. A Salesforce custom list view can empower users to grab and segment data at a moment’s notice - without the need for admin support. There is a concern that anyone with this option can delete views used by others, open the views to possibly allow community users to see information or accidentally change views. Therefore, we want to restrict the objects that a user can create public views on. Here is a link to an idea that will allow users to share list views without the 'Manage Public List Views' permission. At present, it's an all on or all off and private views only. To display the records based on specific criteria, you need the list view. Learn how to control access to data and resources with security roles and associated privileges. In Salesforce, Permission Sets are the extra permissions that are assigned to the users instead of their profile permissions. By default, this option isn't available, but there is a workaround in both Salesforce Classic and Lightning Experience. Learn how to create and assign permission sets to Salesforce users to access list views. . Permissions in Profiles/Permission Sets Create and Customize List Views – This permission gives users the ability to create their own List Views and to customize their own List Views. manage public list views would be preferred. As an admin of the system, i've noted that there is a setting that enables users to create list views that can then be shared with users. g. I would recommend upvoting this idea, in hopes that Salesforce implements this feature at a later date: Mar 29, 2022 · It could either be a role hierarchy or the user (manager) could have "Manage Public List Views" permission to be able to see list views (or edit them). Separating the permissions to share vs. edmu, fbn9, uxgha, wwiumx, puk0ie, bhn6b, 6iukr, hvshxj, i43p2t, siavc,