Loading
Salesforce Enforces New Security Requirements in Summer 2026Read More
Sales Pipeline Visibility and Forecasting
Set the Default List View for Pipeline Inspection Users

Set the Default List View for Pipeline Inspection Users

Choose which list view your users see the first time they open Pipeline Inspection. Turn on the setting to open My Pipeline, or turn it off to open the first public list view alphabetically.

Required Editions

View supported editions.
User Permissions Needed
To set the default list view:

Customize Application

OR

Modify All Data

This setting affects only the first time your users open Pipeline Inspection. Users can switch to another view at any time.

  1. From Setup, in the Quick Find box, enter Pipeline Inspection, and then select Pipeline Inspection Setup.
  2. In the Customize the Pipeline Experience section, turn Make "My Pipeline" the Default List View on or off.
 
Loading
Salesforce Help | Article