Screen View Options

Table View: The Table view is the most common and traditional view for displaying records in Salesforce. It presents data in a tabular format with rows and columns, resembling a spreadsheet or a database table.

Accessing the Table View: When assessing candidates in the flair Recruiting app, the Table View will be your default view. However, if you ever need to revert to this view, simply go to the Display As icon in the List View Controls bar and select the Table view.

Kanban View: Kanban boards employ cards, columns, and swimlanes to assist teams in effectively visualizing and managing workflows. The view can be effective for charting the progress of work using different columns. For example, in the Candidates section of flair Recruiting, you may wish to organize potential hires into stages such as Applied, Phone Screen, Interview, Offered, Hired, and Rejected.

Accessing the Kanban View: To switch your view to Kanban view, simply select the Display As option on the List View Controls bar and choose Kanban.

Split View: Selecting Split View will divide your screen into two sections: the left pane and the right pane. Split View enables you to multitask and see two different records at the same time. Split View is useful for reviewing records or quickly scanning through a collection of them, without the need to switch back and forth between the list and the records.

Accessing Split View: In the List View Controls menu, locate the Display As tab, which provides various list views for your data. Simply select Split View and your screen will be divided into two.