How to Manage the Recently Viewed List in Lightning Experience



Recently Viewed Display

As a Salesforce admin, you can customize the Recently Viewed list that appears on the home page for most standard and custom objects. Choose and order the fields to display so that your users see the information that’s most important for your company.

For most list views, your users can select which fields to display and how to order the view columns. However, they can’t edit the recent records quick list on object home pages. Only Salesforce admins can select and order the fields to display for the recent records quick list. Admins can’t make any other changes to this default list.

Step 1 : From Setup, at the top of the page, select Object Manager.

Step 2 : Click the label name of the object for the Recently Viewed list you want to modify.

Step 3 : From the menu of links at the top of the page, click Search Layouts.

Step 4 : In the far right of the Search Results column, click icon_list_item_dropdown_action and select Edit.

Step 5 : To add columns to the Recently Viewed list, select one or more fields from Available Fields and click Add. To remove columns, select one or more fields from Selected Fields and click Remove.

Step 6 : Order columns by selecting one or more fields from Selected Fields and clicking Up or Down.

Step 7 : Click Save.

In the Salesforce mobile app

  • You can display two fields in Recently Viewed list for any object.
  • If a user would like to add additional fields to associate with an object in the list view, they can go to Setup | Customize | {Object Name} | Search Layouts | Search Results. Any user with Edit user permission for an object can add up to 10 fields to appear in its Search Results view.
  • To see more than two fields, tap 3 horizontal line icon from the Recently Viewed list.