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How I Solved This: List Views for Object Ownership

March 10, 2020 by Amber Boaz Leave a Comment

Welcome to a new series on the Salesforce Admins blog called “How I Solved This.” In this series, we will do a deep dive into a specific business problem, and share how one #AwesomeAdmin chose to solve it. Once you learn how they solved their specific problem, you will be inspired to try their solution yourself! Let’s take a look at how we were able to use List Views on Custom Objects to solve for session submission streamlining. 

Key Business Problem: 

I want to create a List View to show a user only the Custom Object records for which they are responsible, but they may not be the owner of the record. The “My Record” functionality is based solely on ownership of the record, so how can we create useful List Views for each user without the “My…” capability?

Background: 

For Southeast Dreamin’ (SED), we manage all of our session

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