How to Create a List View in Salesforce

How to Create a List View in Salesforce

Let’s take a look at the steps required to create a list view in Salesforce:

Step 1: Log in to Salesforce

Let’s begin by logging in to your Salesforce account.

Once logged in, you’ll be directed to the Salesforce homepage. This is how your homepage will look like.

Source: Personal screenshot

Step 2: Navigate to the Accounts Tab

In Salesforce, log in and navigate to the Accounts tab. This is where you’ll manage your account data.

You can create similar list views for other Salesforce objects like contacts, opportunities, and leads. 

Step 3: Access List View Controls

Look for the List View Controls button on the right side of the screen. It’s usually a gear icon (⚙️). Click on that button.

Source: Personal screenshot

Step 4: Create a New List View

From the List View Controls menu, select New. This will initiate the process of creating a new list view for your accounts.

Step 5: Name Your List View

In the Name field, enter a clear and descriptive name for your list view. This will help you easily identify its purpose later.

For example, you could name it “Active Accounts”. The List API Name will be entered directly once you click Enter.

Step 6: Set Visibility

Source: Personal screenshot

Choose who can see this list view. Here are your options:

• Only I can see this list view: Ideal for sensitive information or test views.
• All users can see this list view: Suitable for general-purpose views.
• Share list view with groups of users: Grant access to specific user groups.

For this article, the option selected is “Only I can see this list view”.

Step 7: Save the Basic List View

Click Save. This creates a basic list view displaying all your accounts.

Source: Personal screenshot

Step 8: Customize the View (Optional)

The filter panel will be available by default. But if you want to further refine your list view, you can click on the gear icon (⚙️) again.

Here, you can select either of the options as shown below.

Source: Personal screenshot

1. Select Fields to Display

You can click on the “Select Fields to Display” option from the list. Choose the specific fields you want to see in the list view. For this article, the option selected is the “Annual revenue” option.

Click on the middle arrows to move the fields from “Available fields” to “Visible Fields”.

Source: Personal screenshot

2. Filters

You can click on the “Edit List Filters”. Apply filters to narrow down the accounts based on criteria (e.g., accounts created this month, accounts in a specific industry).

You can use various filter conditions like comparisons, dates, and text searches. For example, you can use the keyword “United”.

Source: Personal screenshot

Source: Personal screenshot

3. Sorting

You can also sort the accounts by a particular field (e.g., by Account Name alphabetically or by in descending order). This can be done by clicking on the particular field header once.

You can see the (↓) for descending and (↑) for ascending incase of numerical values.

Once you have customized your list view according to your needs, you can use it effectively to:

• Quickly see relevant information based on your filters and avoid walls of data.
• Perform bulk operations (such as sending emails and modifying data) on the accounts that are displayed.
• Create reports and charts based on the filtered data.

By following these steps, you can create customized list views in Salesforce to manage your accounts efficiently. You can also create similar list views for other Salesforce objects.

Utilize the list view feature in Salesforce by working on different tabs like contacts, opportunities, and leads.

Source: Personal screenshot

And you are done. You can play around with the different customizable options in the settings option as per your need.

Wrapping Up