How to Create a List View in Salesforce

Daniel Gonzalez |
 Learn Salesforce |
 Jun 21, 2021

In this video, we will cover how to create a list view in Salesforce. List views allow you to 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.

Follow these steps to create Custom List Views in Salesforce:

  1. Select the tab of the Object you’d like to create a custom List View for.
  2. Select the Gear icon on the top right and select New.
  3. Give your new List View a name, and select who will be able to see the List View. Select Save.
  4. Return to the gear icon and select Select Fields to Display. Select which fields should be visible and select Save.
  5. Go to the Filters icon in the top-right and select the desired filters and filter logic. The List View will update upon selecting save.


How to Create List Views - New List View Screen

For more educational videos be sure to subscribe to our Youtube channel. or subscribe to our blog to receive weekly updates on the Salesforce topics you want to hear about. If you still need assistance with your Salesforce org, feel free to reach out to us. We can provide a free consultation or discuss our Salesforce implementation and consultation services.

Related Articles

How to Subscribe to Salesforce Reports

How to Subscribe to Salesforce Reports

In today's video, we'll show you how to subscribe to reports in Salesforce. If you find yourself frequently checking reports in anticipation of a specific change or data result, you should know that you can automate this process to notify you in the event of changes....

read more
How to Use Inline Editing in Salesforce

How to Use Inline Editing in Salesforce

In today's video, we'll show you how to take advantage of inline editing in Salesforce. Let's say you have a list view open and need to edit a field value on multiple records. It can be time-consuming to individually go into each record and update a value. But using...

read more