List View In Salesforce

List View In Salesforce
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List View In Salesforce

In Salesforce, a list view is a customizable display of records from a specific object that meets certain criteria. It allows users to see a subset of records based on predefined filter conditions and sort them according to specific fields.

Here’s how you can work with list views in Salesforce:

  1. Accessing List Views:

    • From the Salesforce App Launcher, click on the object tab (e.g., Leads, Accounts, Opportunities) for which you want to view the list.
    • On the object’s tab, you’ll see a dropdown menu labeled “Recently Viewed” or “All” (depending on the Salesforce version). Click on it, and a list of available list views will appear.
  2. Creating a List View:

    • To create a new list view, click on the “Create New View” or “New” button, usually located near the top-right corner of the list view dropdown menu.
    • Provide a name for the list view.
    • Configure the filter criteria by selecting field values, operators, and logical conditions. This defines which records should appear in the list view.
    • Optionally, choose sorting options to determine the order in which records are displayed.
    • Save the list view.
  3. Editing a List View:

    • To modify an existing list view, select the view from the dropdown menu and click on the “Edit” button, usually represented by a pencil icon.
    • Adjust the filter criteria, sorting options, or other settings as needed.
    • Save the changes.
  4. Deleting a List View:

    • To remove a list view, select it from the dropdown menu, click on the “Edit” button, and then choose the “Delete” option.
    • Confirm the deletion when prompted.
  5. Switching between List Views:

    • From the object’s tab, click on the dropdown menu to access the list views.
    • Select the desired list view to display the records that meet its criteria.

List views are a powerful feature in Salesforce that allow users to quickly access and work with specific sets of records based on their filtering and sorting requirements. They provide a convenient way to organize and manage data within Salesforce.

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