You are here: Data Setup and Management > Company Information > Selection Definitions > Managing Selection Definitions

Managing Selection Definitions

The selection definition list page displays a list of selection definitions in your current view. From this page, you can view detailed information and access other related information.

Choose a predefined view from the drop-down list to select the records to display. Alternatively, you can select Create New View to define your own list view.
Click an Selection Name to view its detail.
Click Edit to edit the selection definition. When you have finished, click Save. You can also click Save & New to save the current record and then create another.
Click Printable View to display the current list view in a format that is ready for printing.
Click New Selection Definition to create a new definition.
Click any column heading to sort the records using that column’s data.

See "Viewing Custom Object Lists" in the Salesforce Help for more information on using list views.

See Selection Definition Fields for a full description of the standard fields that make up a selection definition.

Deleting Selection Definitions

To delete a selection definitionStores predefined source objects/fields and filter conditions for use in the desktop apps and when sending email messages such as remittances and reminder letters to a group of accounts. that you no longer need:

Once you have located the selection definition that you want to delete on the home or list pages, click its name to display its detail page.
Click Delete. A warning message is displayed.
Click OK to confirm the deletion. The deleted record is moved to the recycle binA page that lets you view and restore deleted information. Access the Recycle Bin via the link in the sidebar..

Related Concepts

What is a Selection Definition?

Customer Statements and Reminder Letters

Reference

Selection Definition Fields

Open topic with navigation