Click the gear icon and then select Fields to Display.Ģ. Want to take it one step further? You can continue to filter your newly sorted data.ġ. You’ll now notice that your list has been updated to the criteria you entered. If your chosen field is a picklist field you can choose from the list provided, if this is a text field you can enter in a specific word, phrase or number you’re searching for.Ĩ. Pick your values that relate to field you’ve chosen. Examples of your operator choices are less than or equals to.ħ. If you are an admin, decide who can view this List View.Ħ. For example, when searching for all Won Opportunities, title your List View “Won Opportunities”.Ĥ. Name your List View using the field you’ll be filtering your data by. To create a new List View click the gear icon then hit New.ģ.
By selecting the carrot you can find many List Views already created including recently viewed, closing this month, and my opportunities.Ģ. Once there, you’ll notice you can see some native List Views at the top of this section. Starting on the home screen in Lightning, navigate to Opportunity tab.Ī. Follow along with our instructions or watch the video below.ġ. Let’s dive into how you can easily create a List View in Salesforce Lightning. You can probably see why we love this feature! It’s super handy. You need a list of all contacts for whom Industry does not equal nonprofit You want a list of all Opportunities with Opportunity Stage equals Won You need a list of all contacts where State equals California Here are some examples of when to use List Views: As List Views use one field, such as Stage or Close Date, you can narrow down the data to see only what you need. List Views use Objects, like Leads, Accounts, Opportunities, and more, to find the data points you’re looking for. Instead of spending the time to build a report when you just need to sort by one field (such a state or lead source), you can create a List View. With List Views you can quickly see particular segments of your data. List Views are an often unused tool in the Salesforce toolshed. Who doesn’t love short cuts? And when those short cuts are related to work and making our tasks at hand easier- even better! That’s why we love Salesforce List Views.
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