What is a List View?
A List View in Salesforce is a view that helps users see specific records based on established filters. The fields that the user wants to see can also be specified in the list view. List Views can be alternative options to Reports as they are often more accessible and easier to create. Users can create custom List Views and can see the specific records that they want.
By default, Salesforce preconfigures some List Views for every object. For example, look at the Account List Views below.
You can click on “All Accounts” to see all Accounts in the org, or on “My Accounts” to see all Accounts that you own.
You can pin the List View that you want to be set as the default view. By doing this, every time you visit the applicable object, you will see the pinned List View first. In our example scenario, we have pinned the “All Accounts” List View.
Custom List Views
We can create custom List Views also by clicking the gear icon in the far right corner.
The list view controls are used to create, customize, and share list views.
How to Create a Custom List View
First, click the gear icon to open the List View Controls. Then click “New,” complete the initial New List View details, and click Save.
If you wish, you also have the option to share your custom list view with other users in your org. If you’re not sure if you want to share your List View yet, these settings can always be updated later.
Now let’s say we want to see only those Accounts where the Annual Revenue is more than USD 1M. After saving the initial details, we will define filters on the Annual Revenue field.
Click the “Add Filter” button in the far right corner. Once you click on it, you will get a pop-up to select the field you’d like to put the filter on. For Field, select “Annual Revenue”; for Operator, select “greater than”; and for Value, select “1000000.” Finally, click the “Done” button to add the filter to the List View.
Now your custom List View has been successfully created! On your List View, you will see all of the Accounts with an Annual Revenue greater than 1M USD.
If you’d like to see the specific Annual Revenue values for each Account in the list, you’ll need to add it as a column in the List View. To add it to the view, click the gear icon and open the List View Controls. Click “Select Fields to Display,” select the field you’d like to add as the column from “Available Fields.”
Then click the right-facing arrow to move it to the “Visible Fields” section. Finally, click the “Save” button.
Then the final result will be updated and will include the Annual Revenue as a column in your List View.
Conclusion
To summarize, List Views are a great way to provide quick access to specific records without having to create Reports. They can be shared with other users in the organization as well so that different teams and departments can use the same List Views where necessary.
Additional Resources
- Trailhead by Salesforce: Create and Customize List Views
- Salesforce Help: Work with List Views in Lightning Experience
Cover Photo by Muhammad Rosyid Izzulkhaq on Unsplash
