How to Change Recently Viewed Columns in Salesforce
Salesforce is a powerful CRM platform that helps businesses manage their customer relationships effectively. One of the features that enhance user experience is the “Recently Viewed” section, which displays the last few records you’ve viewed. However, sometimes you may want to customize this section to suit your needs. In this article, we will guide you through the process of how to change recently viewed columns in Salesforce.
Step 1: Access the Salesforce Setup
To begin customizing the recently viewed columns, you need to access the Salesforce Setup. You can do this by clicking on the gear icon in the top-right corner of the page and selecting “Setup” from the dropdown menu.
Step 2: Navigate to the Page Layouts
Once you are in the Setup page, navigate to the “Page Layouts” section. This section contains all the page layouts available in your Salesforce org.
Step 3: Select the Object
In the “Page Layouts” section, you will see a list of objects. Select the object for which you want to customize the recently viewed columns. For example, if you want to customize the recently viewed columns for the “Account” object, click on the “Account” object.
Step 4: Edit the Page Layout
After selecting the object, you will see a list of page layouts associated with that object. Find the page layout you want to edit and click on the “Edit” button.
Step 5: Customize the Recently Viewed Columns
In the “Edit” mode, you will see a list of fields available for the page layout. To customize the recently viewed columns, you need to add the fields you want to display in this section. To do this, click on the “Add Fields” button and select the desired fields from the list.
Step 6: Save and Publish the Page Layout
After adding the fields to the recently viewed columns, click on the “Save” button to save the changes. Then, click on the “Publish” button to make the changes available to all users.
Step 7: Verify the Changes
To ensure that the changes have been applied successfully, go back to the Salesforce home page and check the “Recently Viewed” section. You should now see the customized columns displaying the relevant information.
By following these steps, you can easily change the recently viewed columns in Salesforce to suit your specific requirements. This customization can help you save time and improve your overall productivity while using the Salesforce platform.
