Salesforce Lists
Salesforce Lists allows you to organize and filter data within Salesforce. They provide a way to create custom views of records based on specific criteria. In ELTON, lists can be used to enhance different functionalities.
List views are a valuable tool in Salesforce that can enhance your experience with ELTON. Use list views to filter the Equipment Calendar and customize the records displayed on the Utilization Report.
- Follow the standard procedures for creating a list view in Salesforce, based on the Equipment object. For more information, see Salesforce documentation on working with list views.
- Navigate to the Equipment Calendar tab. You'll notice a List View picklist.
- Choose the list view you created from the picklist. This will filter the Equipment Calendar to display only the records that match the criteria defined in your list view.
ELTON adds optional related lists that can be added to the page layouts for Contact, Account and Opportunity. Contact your System Administrator to add or remove any of these related lists. Unless noted below the New button must be disabled on these related lists as the required validations and background updates will not be performed unless created using the ELTON pages.
- Equipment Requests: All current and historical Equipment Requests (New supported).
- Equipment Reservations: All current and historical Equipment Reservations.
- Equipment Orders: All current and historical Equipment Orders (New supported).
- Equipment Shipments: All Shipments of Consumable Equipment.
- Current Equipment Loans: Only Current Equipment Loans.
- Current Equipment Assignments: Only Current Equipment Assignments.
- Historical Equipment Loans: Only Historical Equipment Loans.
- Historical Equipment Assignments: Only Historical Equipment Assignments.
