Default saved filters
Most people never learn to build a filter. They open a list, see everything in the company, and scroll.
This gives every user one useful saved view per list, already scoped to their own work, the first time they open that list. It is created once — after that it belongs to them, exactly like a view they built themselves.
It also teaches the filter mechanism by example, which is the part a manual cannot do: once somebody sees "My leads" sitting in the views dropdown, the idea of saving their own view becomes obvious.
What each user gets
| View | On the list | Shows |
|---|---|---|
| My leads | Leads | Leads assigned to them |
| My open tasks | Tasks | Their tasks that are not finished |
| My overdue tasks | Tasks | Their tasks whose due date has passed |
| My customers | Customers | Customers they are the account manager for |
You choose which of these your company uses. Nothing else is created.
What it never does
- It never re-creates a view somebody deleted. If a user removes "My leads", it stays gone — the system remembers that it already offered it once.
- It never touches a list where the user already saved a filter of their own. People who already work the way they like keep their screen unchanged after an upgrade.
- It never locks anything. The view can be renamed, edited or deleted like any other saved view.
- It only sets the starting view when the user has none. If they already chose one, theirs wins.
Turn it on or off
Open Setup → Configuration Center → Default saved filters. You will find:
- a switch that provisions default filters for everyone;
- a checkbox per view, so you ship only the ones that match how your company works.
Untick every box and nothing is created. The page is admin-only, and every change is recorded in the settings audit trail.
When does a user actually get theirs?
The next time they open the admin area. There is nothing to run and nothing to schedule — the view appears in the views dropdown of that list, already selected if they had no starting view before.
A note for existing installs
Turning this on does not disturb anyone who is already using the system in their own way. It fills a gap for people who never made a filter; for everybody else it stays out of the way.
When a list tells you it is only showing part of the answer
A very long list is never returned in one piece. If you set the page length to All on a list with tens of thousands of rows, the system returns the first 1,000 and stops — otherwise the page would take a long time to load, the browser would struggle, and everyone else working on the install would slow down with you.
When that happens you now see a short bar above the table:
Only part of the results is shown This list matches 28,431 rows, but a single page returns at most 1,000. Narrow it with the search box or a filter to see the rest.
Why this matters more than it looks. Before, nothing was said. The footer read "Showing 1 to 1,000 of 28,431", which is exactly what a normal page looks like — so there was no way to tell a shortened list from a complete one. If you scrolled looking for a customer and did not find them, the natural conclusion was that the customer is not in the system.
What to do. Type in the search box, or apply a filter — including a saved filter like the ones above. Once the list is small enough to fit, the bar disappears on its own.
When you will not see it. On an ordinary page. On a list that fits whole. On the last page of a long list, where there is nothing beyond what you are looking at. The bar only appears when rows really were left out.