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List View in Salesforce

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Anil Reddy Kukudala
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14 views

List View in Salesforce

Uploaded by

Anil Reddy Kukudala
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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List View in saLesforce

In Salesforce, a List View is a feature that allows users to see and organize
records in a tabular format based on certain criteria or filters. It helps users
quickly access, sort, and manage their data without having to open each record
individually. List Views are commonly used for tasks like managing accounts,
contacts, opportunities, or custom objects.

Key Features of List Views:


1. Customizable Views: Users can create, modify, and save different views
to display records that meet specific conditions. For example, you could
create a list view for "Open Opportunities" or "High-Value Accounts."
2. Filters: You can define filter conditions (such as date ranges, status, or
owner) to display only the records that match those criteria.
3. Sorting and Columns: Users can sort the records in a list by different
fields, such as "Close Date" or "Account Name." You can also choose
which columns (fields) to display in the list view.
4. Inline Editing: In many cases, you can edit record fields directly from the
list view without opening the record. For example, you could update the
"Status" field of multiple opportunities in a single step.
5. Sharing and Visibility: List views can be private or shared. Private list
views are visible only to the user who created them, while shared views
can be accessed by specific users, roles, or groups, making collaboration
easier.
6. Pagination and Record Navigation: When dealing with large sets of data,
List Views allow users to navigate between pages of records efficiently.

Joyful Learning
Types of List Views:
• Standard List Views: These are built-in views provided by Salesforce for
standard objects like Accounts, Contacts, and Opportunities.
• Custom List Views: Users can create their own custom views to filter and
display specific records based on their needs.

Example Use Cases:


• Sales Team: Create a List View to show all "Open Opportunities" in a
specific sales stage or owned by a particular rep.
• Support Team: Create a List View for "Cases that are escalated" or
"Cases awaiting customer response."
• Marketing Team: Create a List View to track "Leads from the last 30
days" or "Leads with a high score."

How to Create or Edit a List View:


1. Navigate to the object where you want to create a list view (e.g.,
"Opportunities" or "Accounts").
2. Click the List View dropdown (usually in the top-left corner of the list)
and select New or Edit.
3. Choose your filters (e.g., "Status equals Open," "Account Type equals
Customer").
4. Select which columns to display and how you want to sort the records.
5. Save the list view.
List Views are an essential tool for improving data visibility and productivity,
especially in large organizations or when dealing with complex datasets.

Joyful Learning

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