Share a List of Records in Your Community | Salesforce
Share a List of Records in Your Community
Create record list views for accounts, cases, contacts, and custom objects and link to them from the Napili navigation menu. Use an out-of-the-box or custom page layout to display the list of records.
Available in: Salesforce Classic
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create, customize, or publish a community:
“Create and Manage Communities”
This functionality is available in the Winter ’16 and later versions of the Napili template.
In Community Builder, drag and drop the Navigation Menu component to add it to the appropriate page in the template. We recommend adding it to the Home page.
Create a navigation menu item pointing to a supported Salesforce object. Currently, Napili supports accounts, cases, contacts, and custom objects.
Publish your changes.
If your community is active, your navigation menu item changes will immediately appear to your community members.
That’s it! This creates a navigation menu item, which links to a list of the selected object’s records. Under the hood, your data is retrieved from Salesforce and displayed using the generic Record List page. This page is available out-of-the-box in Napili and uses the Record Home List View Lightning component to display data in an appropriate layout.
The generic Record List page provides the default list view layout for objects that don’t have a predefined or custom list view page assigned. For example, if you create a navigation menu item for another Salesforce object, it uses this same page. If you modify the Record List page, be sure to account for all the affected objects.
A list view page for a custom object called Featured Products.
Creating a navigation menu item is the easiest way to link to a list of records for an object. If you prefer to use a custom list view page for an object, you can create a new page for your community using Community Builder. Choose the Standard page type with a single-column layout. Add the Record Home List View component to the page, configure the component properties to point to the object, and then publish the page. To link to the page, create a custom navigation menu item and use the internal page URL.
Users can access only records they have access to via licenses, profiles, permissions, and sharing rules, same as in Salesforce. Users with the "Create" permission for the object can create records from the list view page. The ability to create records from this page isn’t supported on mobile devices.
You can hide a navigation menu item from guest users to block access to the associated record list view page.
When users click a record on this page, the record details are displayed using the layout from the generic Record Detail page. If you create a custom record detail page and assign it to the object, we use that page instead.
Clicking a record in the list view displays the record details, which are displayed using the Record Detail page that comes out of the box with the Napili template.
The Record List page and the Record Home List View component are not available in the Koa and Kokua templates.