Considerations for List Views and Related Lists

List Views

• List views can’t be sorted by encrypted fields.
• List views don’t automatically refresh after inline edits.
• Your current locale determines a list view’s sort order.
• If you have more than 2 million Salesforce users, you can’t sort list views for the Users object.
• Text fields are sorted one character at a time, so text fields containing numbers can appear out of order. For example, Unit 1,000 comes before Unit 999 because 1 is before 9.
• Checkboxes appear only on lists with mass actions or inline editing. To enable inline editing, edit your list view filters so the list contains only one record type.
• Sometimes all the results for a set of filters are too large to calculate and display in a reasonable time period. Use more filters and more restrictive criteria so there are fewer records to check.
• List views that render with Lightning Web Components (LWC) can have a time to live (TTL) of up to 30 seconds. This means that if you update a record, its changes can take 30 seconds to appear in a list view. To see fresh data faster, click .
• Creating list views, editing existing list views, and searching within list views aren’t supported when accessing Experience Cloud from a mobile browser.
• Long text area fields, such as Description, aren’t supported as list view filter criteria or as columns in the list view. You also can't filter a list view by a rich text field or a formula field.
• You can select up to 200 records in a list view at a time.
• So that you can easily test and adjust the effects of a list view modification, the and panels don’t trap focus when you navigate them by keyboard command. This means that when you reach the end of a panel, focus continues down the page and doesn't return to the top of the panel. To return to either panel from the list of records, or to return to the action bar from within a panel, use the key combination Shift+Tab.
• If sort by multiple columns is enabled, then the option to reset column sorting is always available, even if you haven’t changed the list view’s sort order.
• You can sort by multiple columns only on list views for objects that render with Lightning Web Components (LWC). If you don’t see , then sort by multiple columns isn’t supported for that list view.
• Search terms entered in the list view search box don’t persist when you switch between list displays, such as from the standard table view to the kanban view.

Related Lists

• Related lists can’t be sorted by encrypted fields.
• Related lists that render with Lightning Web Components (LWC) can have a time to live (TTL) of up to 30 seconds. This means that if you update a record, its changes can take 30 seconds to appear in a related list. To see fresh data faster, click .
• Your Salesforce admin controls the initial sort order of related lists, but your preferences override theirs. If you sort the related list on a different field or in a different order, your sort order is preserved the next time you view the list.
• When you go to certain related lists from a bookmark or shared URL, if you haven’t viewed the list before, you’re redirected to the record detail page. To see the entire list, click View All again.
• If you can’t drag documents to add them to Files or Notes & Attachments related lists, ask your Salesforce admin to update the related list type in the Lightning App Builder.
• To add quick filters on the Account Record Type field in Account related lists, enter field values manually. Account Record Type field values aren’t available for selection in a dropdown list for related list quick filters.
• Long text area fields, such as Description, aren’t supported as filter criteria or as columns in the related list.
• You can select up to 200 records in a related list at a time.
• You can sort by multiple columns only on related lists for objects that render with Lightning Web Components (LWC). If you don’t see , then sort by multiple columns isn’t supported for that related list.
• If you sort a related list by multiple columns and then click the header of a column, your list view updates to sort by only the single column that you clicked. To reconfigure multiple-column sorting, return to the related list’s View All page.
• When you hover over a related list quick link, the preview uses single-column sorting. You can’t apply multiple-column sorting to the preview.

List Views in the Salesforce Mobile App

Not every Lightning Experience feature is in the Salesforce mobile app. Consider these differences for list views.

• Creating list views or editing existing list views isn’t supported.
• Editing a record’s field in a list view isn’t available. Instead, users can open the record, and then tap the Edit action.
• Selecting multiple records in list views isn’t supported.
• Mass actions, which are used to apply an action to multiple records at the same time, aren’t available.
• List views aren’t automatically updated. To see a new record, refresh the list by pulling down on the page.
• Kanban and split view aren’t supported.
• Some filter functionality for list views is limited on the Salesforce mobile app, including:
  • You can’t see or change existing list view filters, but to further narrow records, you can apply additional filters. These filters affect only your view in the mobile app and don’t impact list view data for other users.
  • Each filter in the mobile app supports only one operator. These operators can’t be changed.
  • Filters on checkbox, email, phone, picklist, text area, and URL field types use the equals operator. Filters on most other text field types use the contains operator.
  • To filter a list view by an address, you filter on individual address components. Most address field filters use the contains operator, but Street field filters use the equals operator.

Related Lists in the Salesforce Mobile App

Not every Lightning Experience feature is in the Salesforce mobile app. Consider these differences for related lists.

• Related lists display the first four fields that are defined in the Related List section on an object’s page layout. The number of fields shown can’t be increased.
• Related lists aren’t automatically updated. To see a new record, refresh the list by pulling down on the page.
• Some related lists aren’t available in the mobile app, including:
  • Content Deliveries
  • External Sharing
  • Related Content
• List buttons aren’t supported for some related lists, including:
  • Open Activities
  • Activity History
  • Approval History
  • Contact Roles
  • Partners
• The Notes and Attachments related list isn’t fully supported. There are several issues, including:
  • Attachments added in the full Salesforce site aren’t guaranteed to open in the app, even if they appear in the related list. We recommend using Files instead. Documents that are uploaded to the Files tab in the full site are then viewable.
  • You can’t add or delete notes or attachments from the related list. But you can create a note and relate it to a record, using the Note () action in the action bar. This action isn’t available for all objects, depending on how your Salesforce admin configures Notes.
  • Notes and attachments on child records don’t appear on the parent record’s related list.
• Uploads using Files related lists aren’t supported.
• If a related list is sorted by a text area field, it doesn’t display any records.