Definition
A Salesforce list view feature that allows users to pin frequently used list views to the top of the list view selector for quick access, keeping preferred views readily available without scrolling.
Real-World Example
At their company, a Salesforce administrator at Coastal Health leverages Pinned Lists to maintain data quality and enforce organizational policies across the platform. By properly setting up Pinned Lists, they prevent common data entry errors and ensure that users follow established business processes, which saves the support team hours of cleanup work each week.
Why Pinned Lists Matters
Pinned Lists is a Salesforce list view feature that allows users to pin frequently used list views to the top of the list view selector for quick access, keeping preferred views readily available without scrolling. Each user can pin different views based on their personal workflow, supporting individual productivity even when the org has many list views available.
Pinned lists are a small productivity feature that adds up over time for users who work with the same views constantly. Without pinning, users have to navigate or search to find their preferred views. With pinning, the most-used views stay accessible. Mature orgs encourage users to pin their personal frequently-used views as part of personal productivity training.
How Organizations Use Pinned Lists
- •BrightEdge Solutions — Trains users on pinning their most-used list views during onboarding to improve daily productivity.
- •NovaScale — Encourages reps to pin their personal pipeline views for fast access throughout the day.
- •Cobalt Ventures — Treats pinning as a small but meaningful productivity habit for power users.