Creating Custom Views

Question 1

How to create a custom view? How to create a views from Leads which have a text “test” in the name?

Answer 1

In Leads Tab -» Click on All Leads Drop Down -» Click On New Custom View -» Enter the View Name -» Select “Full Name” -» Contains -» “test”

Question 2

Can you export data from custom views?

Answer 2

No

Question 3

Can you restrict visibility of custom views?

Answer 3

Yes, you can edit sharing while creating custom views and restrict it

Question 4

When using getRecords to retrieve records via Deluge script, how do you specify which custom view to retrieve?

Answer 4

Use the name of the view, making sure to use the original name of the module at the start. Eg. if you rename “Potentials” to Deals, Your view name should start with “Potentials”

Question 5

What was the old name of Module which is now Known as “Deals”

Answer 5

It was earlier known as “Potentials”