In this Salesforce tutorial, we will learn to Clone a List View in Salesforce. In Salesforce it is possible to create a clone of the list view in Salesforce Lightning only and sadly this feature of creating a clone of a list view is not available in Salesforce Classic.
While working in the sales team of an organization that uses Salesforce as their primary CRM tool, I was assigned a task to create a list view for the Accounts record.
The Sales manager asked me to create a list view for Active accounts and I noticed that there is already a list view with similar fields and filters. So, I decided to clone that list view instead of creating a new one from scratch.
List view in Salesforce
In Salesforce, we have a feature of a list view for the records of objects. The list view is a filtered list of the records in an object, such as leads, contacts, accounts, opportunities, or custom objects. Along with the Standard List views we can also create a custom list view which allows us to easily access specific records.
Cloning a List View in Salesforce
In Salesforce Lightning, we can clone a list view of any standard or custom objects like leads, contacts, accounts, and opportunities. Whenever it is required to create a similar list view with the same filter criteria and column settings as the original list view, then in that case creating a clone of that list view is a better approach than creating that list view from scratch.
We can also change the name, add filters, and add or remove fields to the cloned list view in Salesforce Lightning.
In this example, I have explained cloning of the list view in the accounts object and you can apply the same method to create a clone list view in leads, contacts, accounts, opportunities, and other custom objects.
Clone a List View in Salesforce Lightning
To create a List view in Salesforce Lighting, log in to your Salesforce developer account and follow the below steps.
1. On the Setup page of Salesforce Lightning, go to the App Launcher and search for the sales, and under the heading Apps select Sales.
2. In the Sales application of the org. click on the tab of the object in which you have to clone a List View. In this example, I have selected the Accounts tab to clone a List View.
3. In the Accounts window, click on the dropdown that is on the top near the pin icon, to select a list view that you have to clone.
In this example, I have selected a custom list view of Prime Accounts to create a clone list view.
4. In the Accounts tab, click on the gear icon on the upper right side of the screen, and from the options in the dropdown select Clone.
5. As we select the Clone option, a pop-up window will appear, and in this window, we will enter the fields to create and save this list view clone.
- In the List Name field, enter the name for the clone of the list view. In this example, I have named List Name as Recent Prime Accounts.
- The List API Name field will be auto-filled according to the List Name we have entered.
- In the section Who sees this list view activate the radio button to set the view access. In this case, I have kept this list view private and selected the option Only I can see this list view.
- After applying the above settings, click on the Save button.
On saving the entered details the clone of the List view will be created. We can also add some filters to this cloned listed view to filter records.
6. To add filters to the cloned list view, go to the Filters section on the left-hand side and click on Add Filter.
7. In the new filter we need to add Field, Operator, and Value. After defining the filter, click on the Done button.
For example, I added a filter for active accounts so, I selected Field as Active, Operator as equals, and Value as True.
As we click on the Done button the filter will be applied to the list view and it will display the records according to the filter.
8. We can also add the fields to display in the list view columns, and for that click on the settings icon dropdown and select the option Select Fields to Display.
9. In this window, select a field from the Available Fields column and click on the right arrow button to add the field in the column Visible Fields. The fields that are in the Visible Fields column will appear on the screen.
In the same way, we can also remove fields and to do that select a field from the Visible Fields column and click on the left arrow button.
After adding the fields according to your requirements, click on the Save button.
Now we can see the view of the applied filters and added fields in the Clone list view of the accounts.
In this way, we have successfully created a clone of a List view in Salesforce Lightning with the help of the above steps.
In this Salesforce tutorial, we have learned to clone a List view in the Accounts object of Salesforce Lightning, and with the help of the above steps, we also added filters and fields to the cloned list view.
In addition to this, we also learned about list views and list view cloning Salesforce and with the help of a scenario we came to know how cloning a list view can be efficient in maintaining the records of objects.
You may like to read:
- How to Create a Login History List View in Salesforce
- How to create list view for object in salesforce lightning
- How to Add Fields to a Recently Viewed List in Salesforce
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.