Create and Customize List Views - Admin Beginner | trailhead Salesforce | Tech lok salesforce

Know How to create and customize list views || Tech lok salesforce

Trail : Admin Beginner
Module 4 : Lightning Experience Customization
Unit : Create and Customize List Views
Points : 500
Question : Create a Custom List View
Lance Park, one of Ursa Major Solar’s sales reps, wants to see a list of opportunities that are in the late stages of negotiation or have high probability to close, or both. Step into Lance’s shoes and make that happen.
Use the App Launcher to open the Sales app
Create an Opportunity list view:

List Name: High Probability Opportunities
List API Name: High_Probability_Opportunities
Who sees this list view: All users can see this list view
Show only opportunities whose stage is Proposal/Price Quote or Negotiation/Review and whose probability is greater than or equal to 50%

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After 12th Dec 2023 Trailhead Update

Trail : Admin Beginner
Module 2 : Data Modeling
Topic : Optimize Customer Data with Standard and Custom Objects
Points : 500
Build a custom Offer object
When a homebuyer makes an offer to buy a property, the brokers at DreamHouse Realty need to track the details in Salesforce. Create a custom object they can use to record the offer amount and target close date for the sale. Use auto numbering to generate the name of each offer record.
Create a custom object
Label: Offer
Object Name: Offer
Record Name: Offer Name
Data Type: Auto Number
Display Format: OF-{0000}
Starting Number: 1
Create a custom currency field on the Offer object
Data Type: Currency
Field Label: Offer Amount
Field Name: Offer_Amount
Create a custom date field on the Offer object
Data Type: Date
Field Label: Target Close Date
Field Name: Target_Close_Date
Question : MCQ
Answer : In This Video

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