# List views, Kanban and record pages

*Platform Foundations Study Guide · Navigation · Last updated October 16, 2026 · https://www.certifyforce.com/study-guide/platform-foundations/navigation/list-views-kanban-and-record-pages*

How a user works with records once they find them: build, pin, share, edit and chart list views, move cards in Kanban, read a record page's details, related lists and activities, restore from the Recycle Bin, and know when a report beats a list view.

- Certification: Salesforce Platform Foundations
- Exam section: Navigation
- Study guide: https://www.certifyforce.com/study-guide/platform-foundations

**Official exam objective:**

> Given a scenario, identify how a user can locate and access necessary information.

## What the exam expects

- Create, pin, share, inline-edit and chart a list view.
- Pick Kanban to drag records between stages.
- Find details, related records and activities on a record page.
- Restore a deleted record, and say who can see which Recycle Bin.
- Use personal settings and the Home page.
- Choose a report over a list view for grouping, subtotals or dashboards.

Key terms:
- **List view:** a saved, filtered table of one object's records on that object's tab.
- **Pin:** set a list view as your own default for a tab.
- **Kanban view:** the same list view shown as cards in columns you can drag between.
- **Related list:** a card on a record listing records linked to it, such as an account's cases.
- **Recycle Bin:** where deleted records wait so they can be restored.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Pinning | Sets your default view for the tab; your workspace only | [Get to Know List Views](https://trailhead.salesforce.com/content/learn/modules/list-views-quick-look/get-to-know-list-views) |
| Sharing a list view | All users, or public groups or roles; record access still applies | [Create a Custom List View](https://help.salesforce.com/s/articleView?id=sf.customviews_lex.htm&type=5) |
| Inline edit icons | Pencil means editable; lock means not editable | [Create and Customize List Views](https://trailhead.salesforce.com/content/learn/modules/lex_customization/lex_customization_list) |
| List view charts | Available on any list view you can see for the object, except Recently Viewed | [Create and Customize List Views](https://trailhead.salesforce.com/content/learn/modules/lex_customization/lex_customization_list) |
| Kanban and access | No Edit access means you can't drag the card | [Kanban Considerations](https://help.salesforce.com/s/articleView?id=xcloud.kanban_considerations.htm&type=5) |
| Related list card size | Up to six records (wide region) or three (narrow); View All shows the rest | [Work with Related Lists](https://help.salesforce.com/s/articleView?id=sf.basics_understanding_related_lists_lex.htm&type=5) |
| Recycle Bin access | Everyone: own bin; admin permissions: org bin | [Recycle Bin](https://help.salesforce.com/s/articleView?id=sf.recycle_bin.htm&type=5) |
| Recycle Bin retention | 15 days, per the Classic article | [Recycle Bin in Salesforce Classic](https://help.salesforce.com/s/articleView?id=sf.home_delete.htm&type=5) |

## Check yourself

- Why can two users see different records in the same shared list view?
- When should a user switch a list view to Kanban?
- Why can't a rep restore a record a teammate deleted?
- What four settings define a list view chart?
- Where does a user change her own time zone?

## Sources

- [Get to Know List Views](https://trailhead.salesforce.com/content/learn/modules/list-views-quick-look/get-to-know-list-views)
- [Create and Customize List Views](https://trailhead.salesforce.com/content/learn/modules/lex_customization/lex_customization_list)
- [Create a Custom List View in Lightning Experience](https://help.salesforce.com/s/articleView?id=sf.customviews_lex.htm&type=5)
- [Daily Dose of Salesforce CRM](https://trailhead.salesforce.com/content/learn/modules/lex_implementation_basics/lex_implementation_basics_explore)
- [Considerations for Using Kanban Views](https://help.salesforce.com/s/articleView?id=xcloud.kanban_considerations.htm&type=5)
- [Work with Related Lists on Records in Lightning Experience](https://help.salesforce.com/s/articleView?id=sf.basics_understanding_related_lists_lex.htm&type=5)
- [Recycle Bin](https://help.salesforce.com/s/articleView?id=sf.recycle_bin.htm&type=5)
- [View, Restore, and Manage Items in the Recycle Bin in Salesforce Classic](https://help.salesforce.com/s/articleView?id=sf.home_delete.htm&type=5)
- [Access Your Personal Settings in Lightning Experience](https://help.salesforce.com/s/articleView?id=sf.basics_nav_personal_settings_lex.htm&type=5)
- [Supported Time Zones](https://help.salesforce.com/s/articleView?id=sf.admin_supported_timezone.htm&type=5)
- [Navigate Lightning Experience and Setup](https://trailhead.salesforce.com/content/learn/modules/lex_migration_whatsnew/lex_migration_whatsnew_nav_setup)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 15 linked practice questions, and unlimited timed mock exams are included with the Platform Foundations pack (USD $19): https://www.certifyforce.com/practice-exams