List view filters Salesforce

HELLOSalesforce Thinkers, In our previous blog we learned about Inline Editing in Salesforce -Mass Edit Records in this blog we are going to learnabout List views in Salesforce.

What are List views?

InSalesforcewe can createlist viewsto filter out records based on any field that we have access to. List views are used to quickly segment lists of records, they allow us to action multiple records at the same time.

we can create custom list views to do our jobs more effectively. List views are ways of displaying small size of data that are instantly accessible for different Objects. List views are createdby definingwhat data we want to see in the columns and also what fields they should be filtered by.

How to create a custom list view in Salesforce Classic?

To create a custom list view follow the below steps:-

For example in this case we will create a list view for Contacts.

1] Click onContacts tab.

2] Click on Create new View as shown below.

3] It will redirect us to Create New View Page.

Here we have four steps.

• Enter View Name
• Specify Filter Criteria
• Select Fields to Display
• Restrict Visibility

Enter the name, View Unique name[ auto populate based on View Name], Specify Filter Criteria, for example in this case lets select Filter By Owner: All Contacts and we can selectFilter By Additional Fieldsto filter out record as per our requirement.

Lets take filter as Department equals Technology.

now we will select field to display, that will appear in our list view column. With the help ofAddorRemovearrow we can move fields from Available fields to Selected fields.

NOTE:-

you can choose up to 15 fields to display as columns.

Restrict visibility :-

• Visible only tome.
• Visible toall users[Includes partner and customer portal users].
• Visible to certain groups of users.

Click On Save.

NOTE:

To create custom list views the following permissions are needed:

• Read access on the type of record included in the list.
• User must have the Create and Configure List Views permission.
• To create, edit, or delete public list views user must have Manage Public List Views permission.

Look the list view that we have created.

Thank you for reading this blog, hope it is helpful.