Salesforce

Salesforce is an enterprise CRM for sales, marketing, and customer success teams.

Website

salesforce.com

Industry

CRM

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How to create a list view in Salesforce

Here is how to create a list view in salesforce

First click on the "Contacts" tab in the top navigation menu
Then click the gear icon at the top of the list view
Select "New" from the List View Controls dropdown menu
Click in the "List Name" text field
Make sure to turn on the option "All users can see this list view"
Click on the "Save" button in the New List View dialog
Click on the "Add Filter" button in the Filters panel
Enter the parameters (via field, operator and values) you want to set for the list view
Click on the "Done" button in the filter dialog
Click on the "Save" button to apply the filter changes
Click on the "Settings" icon in the list view toolbar
Click on the "Select Fields to Display" button from the drop down
Choose the items you want to see in your list view and move them from the Available Fields to the Visible Fields
Finally click the "Save" button in the Select Fields to Display dialog

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Why should you create a list view in Salesforce

Salesforce is a powerful platform designed to efficiently manage customer relationships.

Creating a list view in Salesforce is an invaluable feature that helps users organize and display data in a customized way. By tailoring list views, you can focus on specific sets of information, such as leads or opportunities, that matter most to your workflow.

This functionality enhances productivity by allowing quick access to relevant data, leading to informed decision-making and streamlined processes. Overall, it optimizes how you interact with essential business information.

Last update

February 24, 2026

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