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Select Which Fields Appear in the Recently Viewed List

Select Which Fields Appear in the Recently Viewed List

As a Salesforce admin, you can customize the Recently Viewed list that appears on the Setup 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.

Required Editions

Available in: Lightning Experience
Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To customize recent records list Customize Application
Note
Note These steps work in Lightning Experience. If you see the App Launcher icon (App Launcher icon) on the left side of the navigation bar at the top of your screen, you're in Lightning Experience. If not, you're in Salesforce Classic.

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.

  1. From Setup, at the top of the page, select Object Manager.
  2. Click the label name of the object for the Recently Viewed list you want to modify.
  3. From the menu of links at the top of the page, click Search Layouts.
  4. In the far right of the Search Results row, click icon_list_item_dropdown_action and select Edit.
    Recently viewed lists use the Search Results search layout in Lightning. In Classic, recently viewed lists use the Tab search layout.
  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.
  6. Order columns by selecting one or more fields from Selected Fields and clicking Up or Down.
  7. Click Save.
Example
Example Your users collaborate on opportunities. To make it easy to see who worked on a recent opportunity last, select Last Modified By from the Available Fields list. Click Add to move it to Selected Fields. Now this information appears on the Recently Viewed list on the Opportunities home page.

In the Salesforce mobile app, the Recently Viewed list is the same list view as the desktop list view, with a few differences.

  • The Recently Viewed list shows up to two fields for each record. To see more than two fields, tap 3 horizontal line icon.
  • The fields shown come from the search results layout for the object. Any user with the Edit user permission for an object can add up to 10 fields. On desktop, go to Setup | Customize | {Object Name} | Search Layouts | Search Results. A user’s changes also affect which fields are shown on the search results page.
Note
Note In the Salesforce mobile app, a Recent list appears below the list views on an object’s home page. It’s an automatically generated list of recently accessed records. It isn’t a list view and can’t be modified.
 
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Salesforce Help | Article