How to Create a Custom List View to Work with Closed Cases or Opportunities via RI¶
By default, Revenue Inbox Sidebar only displays non-closed Cases or Opportunities, filtering the closed ones for objects view focusing considerations. However, in case you also need to review or work with closed Cases and Opportunities, you can configure a custom Salesforce list view to be used in Revenue Inbox to also include closed ones into view scope.
Follow the steps below to create such view:
- Log in to your Salesforce account, select the Cases or Opportunities tab and create a new list view, e.g. All Cases
>>Click to see an animation<<
Open Revenue Inbox Sidebar in MS Outlook/Office 365 and select Menu > Customization
Find the Support Case or Opportunity object in the Customization page’s central pane and expand Other settings
Set the new list view created on step ( 1 ) in:
The contextual search view picklist is you want Revenue Inbox to display closed Cases/Opps in the Sidebar after you select an email or event, along with non-closed ones
- Now you will see closed Cases or Opportunities along with non-closed ones in the Sidebar and be able to search among them.