Properties Home page
The Properties Home page is accessible only to administrators. Each of the properties where you have administrator rights will be displayed. You can use the Home page to view and modify any of these properties. The page is divided into the following sections:
If you are the administrator at several different properties, you can use the global search field at the top of any page to find the property you want to work with. Similar to Google, a keyword search is performed. You can also use an asterisk (*) as a wild card to expand your search. Enter two or more characters followed by an * and click Enter or press Return. All records with words that begin with the text you entered will be returned.
For example, searching for "car*" will return the New Carrington Industries account, the Carter Reunion booking, and the Carrot Ginger Soup item.
Please select your Salesforce Experience.
The Views picklist controls which properties are displayed. When you open the Properties Home page, the picklist defaults to the view you most recently applied. If you'd like to display that view again, click the Go! button.
If you'd like to create your own custom views, click the Create New View button and define the filter criteria. For more information on creating custom views, as well as editing or deleting any view, please see Salesforce Help.
Views provide a convenient way for you to work with multiple records. Within each view, you can do the following:
- Click a record name to open it and view its details
- Select the check box next to a record and click the Edit or Del link. You must be the record owner to perform these actions.
- Select the check next to a record and click Change Owner to assign another user as the owner of the record. You must be the record owner to perform this action.
- Click the New button to create a new record.
If you've had a view open for an extended period of time, click the Refresh button to make sure you're looking at the most current information available.
The Views picklist provides several standard filters that you can use to control which records are displayed (for example, All, Recently Viewed, etc.). When you open the Home page, the picklist defaults to Recently Viewed.
You can select a different view from the picklist. Switching to a new view automatically applies that filter. If you'd like to create your own custom views, click the Settings cog and define the filter criteria. For more information on creating custom views, as well as editing or deleting any view, please see Salesforce Help.
Views provide a convenient way for you to work with multiple records. Within each view, you can do the following:
- Click a record name to open it and view its details
- Select the dropdown next to a record and click the Edit or Delete link. You must be the record owner to perform these actions.
- Select the checkbox next to a record and click Change Owner to assign another user as the owner of the record. You must be the record owner to perform this action.
- Click the New button to create a new record.
If you've had a view open for an extended period of time, click the Refresh button to make sure you're looking at the most current information available.