List Browse implementation guide

1Before you begin

List Browse lets a user tick records in a list view and then step through them one at a time. The user does not go back to the list between records. This guide takes you from the install to a working Browse button on Accounts.

What you need

• A Salesforce org in Enterprise Edition or higher. Group Edition does not work.
• A user with admin rights in that org.
• Lightning Experience. This guide covers Lightning only. For Classic, use the List Browse guide for Classic, a PDF.
• My Domain. The List Browse component is a Lightning component, and Lightning components need My Domain. An org that uses Lightning record pages already has it.

Objects that work

List Browse comes with a Browse button for Leads, Accounts, Contacts, Opportunities, Cases and Tasks. You can add a Browse button to other objects yourself. See Browse other objects.

2Install List Browse

You can try List Browse in a sandbox first, or install it straight into production.

Watch a short video of this chapter. It opens on Loom, in a new tab.

1. 1Mark step 1 done

   Open the List Browse listing on the AppExchange.

   Go to List Browse on the AppExchange. Sign in when the AppExchange asks. It shows a Trailblazer sign-in or a Salesforce login page. A Trailblazer account is the free login for Trailhead and the AppExchange. If the AppExchange lists your orgs and your org is not there, link it to your Trailblazer account first.

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2. 2Mark step 2 done

   Click Try It for a sandbox, or Get It Now for production.

   The AppExchange shows two buttons. Try It installs in a sandbox. Get It Now installs in production. For your first install, you can pick the sandbox. Later, repeat these steps and pick production. For production, the AppExchange can open the window Where do you want to install this package?. Pick your org in Connected Salesforce Accounts. Click Install in Production.

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3. 3Mark step 3 done

   Tick the terms box. Then click Confirm and Install.

   The window Confirm Installation Details lists the package and the org it goes into. Tick I have read and agree to the terms and conditions. A second box asks if To A Finish can contact you about other products. You can leave it empty. Salesforce can then ask you to sign in to that org. When List Browse is already in the org, this window may not show.

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4. 4Mark step 4 done

   Sign in to the org.

   Salesforce opens the install page for List Browse, with three choices of who to install for. When List Browse is already in the org, the page offers Upgrade in place of Install.

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5. 5Mark step 5 done

   Pick Install for All Users. Then click Install.

   The default choice is Install for Admins Only. Every user who browses records needs access to List Browse, so change it. When the install takes a while, Salesforce says it will email you when it finishes.

   

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6. 6Mark step 6 done

   Assign List Browse (Admin) to each admin who sets up List Browse.

   List Browse has three permission sets.

   Who	Permission set	What it allows
   Admins who set up List Browse	List Browse (Admin)	Runs List Browse and opens its Configure page.
   Every other user	List Browse (User)	Runs List Browse, without the admin features.
   Users of an Experience Cloud site	List Browse (Guest)	Runs List Browse on a site. Skip it if you have no site.

   Open Setup. In the Quick Find box, type Permission Sets. Click Permission Sets. Click List Browse (Admin). Click Manage Assignments, then Add Assignment. Tick each admin. Click Next. Salesforce asks whether the assignment expires. Leave it with no expiration date. Click Assign.

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7. 7Mark step 7 done

   Assign List Browse (User) to every other user.

   Go back to Permission Sets. Click List Browse (User). Assign it the same way, to every user who browses records.

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3Add the Browse button

Each object needs the Browse button on its list views. This chapter uses Account. Do it again for each object you want to browse.

Watch a short video of this chapter. It opens on Loom, in a new tab.

1. 1Mark step 1 done

   Open the object in Object Manager.

   Open Setup. Click Object Manager. Click Account.

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2. 2Mark step 2 done

   Click List View Button Layout.

   The page shows one row, named List View.

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3. 3Mark step 3 done

   On the List View row, open the menu at the right. Click Edit.

   The page Edit Search Layout opens. Standard Buttons sit at the top. Custom Buttons sit below them.

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4. 4Mark step 4 done

   Under Custom Buttons, move Browse into Selected Buttons.

   Click Browse in Available Buttons. Click the Add arrow. Pick Browse, not Browse (Legacy). Browse (Legacy) is the older button.

   

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5. 5Mark step 5 done

   Click Save.

   Salesforce goes back to List View Button Layout.

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4Add the List Browse component

The List Browse component is the bar of browse controls on the record page. You add it once for each object, from a record that you open with the Browse button.

1. 1Mark step 1 done

   Open the Accounts tab. Pick a list view.

   Use the app your users work in, for example Sales. Pick a list view such as All Accounts. You need at least two records.

   No accounts yet?

   In a sandbox with no accounts, click New, type an Account Name and click Save. Make three test accounts this way.

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2. 2Mark step 2 done

   Tick two or more records. Click Browse.

   Browse sits with the other list buttons at the top right. If you do not see it, click the arrow at the end of the buttons. The first record opens. List Browse keeps the order of the list view, not the order of your ticks.

   

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3. 3Mark step 3 done

   Click the gear icon at the top right. Click Edit Page.

   The Lightning App Builder opens. Components sit in the left panel, the page sits in the middle, and the settings of the item you click sit in the right panel.

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4. 4Mark step 4 done

   Drag ListBrowse onto the page.

   ListBrowseCopy

   Find it under Custom - Managed in the left panel. Drop it at the top of the right column, so users see it without a scroll. A region turns green when the component can drop there.

   If the drag does not drop, click a component in the right column. Click the small + on its top edge. Then click ListBrowse. If the page has no right column, put ListBrowse at the top of the main region.

   

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5. 5Mark step 5 done

   Click Save.

   Salesforce saves the page. If Salesforce asks to activate it, go to the next step.

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6. 6Mark step 6 done

   Activate the page, if Salesforce asks.

   Salesforce asks the first time you edit the Lightning page of an object. Click Activate. Click Assign as Org Default. Choose Desktop. Click Next. Salesforce shows a review of the assignment. Click Save.

   If a click in this window does nothing, click the same button again.

   

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7. 7Mark step 7 done

   Click Back. Check the List Browse bar.

   Back sits at the top left of the Lightning App Builder. The record opens with the List Browse bar. The bar shows where you are in the list. Click the next arrow. The next record in the list opens.

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5Browse records

A user ticks records in a list view and clicks Browse. The first record opens, with the List Browse bar on it. That list of ticked records is the active browse list.

The controls have no labels, and no name shows when you point at one. The table names them from left to right.

6Set the options

The List Browse Configure page holds three options and a box about remote sites.

Watch a short video of this chapter. It opens on Loom, in a new tab.

Set the three options

1. 1Mark step 1 done

   Open the List Browse Configure page.

   Open Setup. In the Quick Find box, type Installed Packages. Click Configure beside List Browse. The List Browse Setup page opens, with the Functionality Switches. It can also show a blue box about remote sites.

   

   If the page shows an error about cross-domain cookies, see The Configure page shows a cookie error.

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2. 2Mark step 2 done

   Tick the options you want.

   Option	What it does
   List Memory	Keeps each user's active browse lists from day to day. Without it, users may start over each day.
   List Pervasiveness	Keeps the List Browse bar on the record page, even when the record is not in a browse list. Without it, the bar goes away after a click on the X, until the user clicks Browse again.
   Back to List	Sends the user back to the list view after a click on the X. Without it, the X clears the list and leaves the user on the current record.

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3. 3Mark step 3 done

   Click Save Settings.

   The page shows no message after the save. Your choices apply to every user in the org.

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Add the remote sites

A remote site is a web address that Salesforce lets an app call. The blue box lists two addresses, and both are addresses of your own org. List Browse uses them to read how a list view is sorted. Without them, every browse list sorts by Name, whatever order the list view shows.

• The first address is for the Browse buttons that come with List Browse.
• The second address is for Browse buttons you make yourself. See Browse other objects.

1. 1Mark step 1 done

   Copy the first address in the blue box.

   Copy from https:// to the end of the address.

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2. 2Mark step 2 done

   Open Remote Site Settings. Click New Remote Site.

   Open Setup. In the Quick Find box, type Remote Site Settings. Click Remote Site Settings. Click New Remote Site. The Remote Site Edit page opens.

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3. 3Mark step 3 done

   Type a name in Remote Site Name.

   Use letters and numbers only, for example ListBrowse1.

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4. 4Mark step 4 done

   Paste the address into Remote Site URL.

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5. 5Mark step 5 done

   Make sure Active is ticked. Then click Save.

   Salesforce shows the new remote site.

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6. 6Mark step 6 done

   Add the second address the same way.

   Do steps 1 to 5 again with the second address. Use another name, for example ListBrowse2.

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7. 7Mark step 7 done

   Open the Configure page again.

   Use step 1 above. The blue box is gone.

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7Browse other objects

Optional. Skip this chapter if the six standard objects are enough.

List Browse can browse almost any standard or custom object. Each extra object needs a small Visualforce page and a Browse button that opens it. This asks for more advanced Admin skills.

Watch a short video of this chapter. It opens on Loom, in a new tab.

1. 1Mark step 1 done

   Find the API name of the object.

   Open Setup. Click Object Manager. Click the object. Copy its API Name. A custom object ends in __c, for example Project__c. For Products, the API name is Product2.

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2. 2Mark step 2 done

   Open Visualforce Pages. Click New.

   Open Setup. In the Quick Find box, type Visualforce Pages. Click Visualforce Pages. Click New.

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3. 3Mark step 3 done

   Fill in Label and Name.

   Type a Label, for example Browse Products. In Name, type the same words with an underscore for each space, for example Browse_Products. Name takes letters, numbers and underscores only. Salesforce can fill in Name by itself, with a space. Check Name before you save.

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4. 4Mark step 4 done

   Tick Available for Lightning Experience, Experience Builder sites, and the mobile app.

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5. 5Mark step 5 done

   Paste this code into the page editor. Change MyObject__c to your API name.

   <apex:page
       standardController="MyObject__c"
       recordSetVar="myrecords"
       extensions="taf_listbrowse.PassSelectedRecordsExt"
       showHeader="false"
       action="{!createListRecord}">
   </apex:page>

   Copy

   The same code sits in the pages folder of the List Browse sample code on GitHub.

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6. 6Mark step 6 done

   Click Save.

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7. 7Mark step 7 done

   Give users access to the page.

   Go back to the Visualforce Pages list. If the new page is not in the list, click Next Page. Click Security beside the new page. The page Enable Profile Access for Visualforce Page opens. Move each profile that browses this object into Enabled Profiles. Click Save.

   Without this, users who are not admins get an insufficient access error.

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8. 8Mark step 8 done

   Make the Browse button on the object.

   In Object Manager, click the object. Click Buttons, Links, and Actions. Click New Button or Link. Fill in the form as below. Click Save.

   Do not press Enter while you fill in the form. Enter saves the form before it is complete, and Salesforce shows Invalid Data.

   Field	Value
   Label	Browse
   Name	Browse
   Display Type	List Button
   Display Checkboxes (for Multi-Record Selection)	Ticked
   Behavior	Display in existing window without sidebar
   Content Source	Visualforce Page
   Content	The page from step 3, for example Browse Products [Browse_Products]

   

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9. 9Mark step 9 done

   Add the button and the component to the object.

   Do Add the Browse button and Add the List Browse component for this object.

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8If Browse shows an error

Object type not accessible

Some list view filters stop the Browse button. The error looks like this:

core.apexpages.exceptions.ApexPagesHandledException: Object type not accessible. Please check permissions and make sure the object is not in development mode: ... ERROR at Row:4:Column:18 line 4:18 no viable alternative at character '%'.

Change the filter on the list view. Filters with greater than or less than cause this error most often. For example, a filter that says a field is greater than blank fails. Change it to say the field does not equal blank. The list is the same, and Browse works.

Insufficient access

This error shows on a Browse button that you made yourself. Give users access to its Visualforce page. See step 7 of Browse other objects.

No List Browse bar on the record

Check that the ListBrowse component sits on the record page of that object. See Add the List Browse component. If it does, the app may use its own record page. Assign your page as the default for that app too.

No Browse button on the list view

Check that Browse sits in Selected Buttons. See Add the Browse button. Also check that the user has List Browse (User) or List Browse (Admin).

The Configure page shows a cookie error

Some browsers with strict privacy settings block the Configure page. The error looks like this:

We can't display this page because your browser blocks cross-domain cookies. Try again with a different supported browser.

Use one of two fixes.

• Open the Configure page on its own, outside Setup. It then opens with no error.
• Or turn off the browser setting that blocks cross-site cookies, for Salesforce. Then reload the Configure page.

Watch a short video of the two fixes. It opens on Loom, in a new tab.

9Update List Browse

For later. These steps do not count in the setup progress.

TAF sometimes pushes a new version of List Browse into every org. Some orgs are on an exclusion list and do not get these pushes. You can also update List Browse yourself at any time, from My Installs and Subscriptions on the AppExchange.

1. 1Mark step 1 done

   Check the version you have.

   Open Setup. In the Quick Find box, type Installed Packages. Find List Browse and read the Version Number column.

   

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2. 2Mark step 2 done

   Check the newest version.

   The newest version sits at the top of the List Browse change log. If your version matches the newest one, stop here.

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3. 3Mark step 3 done

   Open My Installs and Subscriptions on the AppExchange.

   Go to the AppExchange and sign in. The top of the site now reads AgentExchange. It is the same marketplace. Click your profile picture at the top right. Click My Installs and Subscriptions.

   

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4. 4Mark step 4 done

   Pick your sandbox. Update List Browse there.

   The page lists the apps installed in one org. If it shows another org, click Select Org in the same menu and pick your sandbox.

   Find List Browse in the list and click its update button. Sign in to the sandbox and follow the install screens. The install page shows Upgrade in place of Install. If a screen asks who to install for, pick Install for All Users.

   Salesforce installs the newer version over the one you have. Your buttons, pages and settings stay in place.

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5. 5Mark step 5 done

   Check your list views and record pages in the sandbox.

   Tick a few records and click Browse. Make sure the List Browse bar still shows and moves between records.

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6. 6Mark step 6 done

   Update production.

   Go back to My Installs and Subscriptions. Pick your production org. Update List Browse the same way.

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7. 7Mark step 7 done

   Check the version again.

   Open Installed Packages again. The Version Number now matches the top of the change log.

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10Get help

Open a case if a step does not work. Give the link to the step and paste the exact error text.

Before you report a bug, update to the newest version. TAF works on bugs in the newest version only. See Update List Browse.

See what changed in each release in the List Browse change log.

Found a mistake in this guide? Open a case with the link to the step.

Rate List Browse

If List Browse helps you, leave a review on the AppExchange. If something is wrong, open a case first, so TAF can fix it with you.