How to create a list view in Salesforce [Lightning and Classic]

In this Salesforce tutorial, I will explain how to create a list view in Salesforce step by step. I will also explain how to edit and delete list view in Salesforce.

This can be performed on both salesforce lightning and salesforce classic.

I recently needed to filter records while working with Salesforce. And I don’t, however, have a filter for this. So, I did some research at that time and discovered that I needed to add a List View in order to accomplish this.

The following are the topics that we will cover in this Salesforce Tutorial.

• What is List View in Salesforce
• How to create custom list view in Salesforce Lightning
• How to edit list view in Salesforce Lightning
• How to delete list view in Salesforce Lightning
• How to create a custom list view in Salesforce Classic
• How to edit a list view in Salesforce Classic
• How to delete a list view in Salesforce Classic

What is List View in Salesforce

One of the most helpful features offered to Salesforce end users is list view. We’ll observe that a Recently Viewed tab always appears when anytime you click on a tab associated with an object.

Now, let’s understand the list view with the help of a scenario.

Suppose, I am an HR Manager and need records related to some specific department. But by default, I don’t have any filter for this. So at that moment, I need a List View.

So, we can conclude that the list view is created to do jobs more effectively. The list view is used to sort, prioritize, and analyze specific records within a given object using filter criteria.

Or in simple words, we can say that the Salesforce list view is created to filter out the records based on fields.

How to create a custom list view in Salesforce Lightning

Salesforce Lightning is a component-based structure for salesforce app development. It is an advanced platform that simplifies various business processes.

So, if you want to learn how to create a custom list view in salesforce lightning follow these steps:-

Step 1: Click on App Launcher, find and select the Sales app.

Step 2: Select the Leads tab.

Step 3: Click on the Gear Icon from the List View Controls dropdown and select New.

Step 4: On the next screen, enter the List Name. Here, I named them USA View. The API Name is the name used for development purposes and this name is automatically set based on your list view name.

Step 5: Set the sharing settings for the list view. The view can be private, shared with all users, or shared with a subset of users. Here, I set it to All Users. Click on the Save button.

Step 6: On the left side we will get the Filters option. If you don’t get click on the Filter Symbol.

Next, click on Filter by Owner it will show you options, select according to your preference. And at last click on Done.

Step 7: Here, I want to filter the Leads based on their Country, so click on the New Filter box. If you don’t get that option click on Add Filter.

Then, Specify Filter Criteria. For this here I select the Field as Country, Operator as equals, and Value as USA. And then click on Done and Save.

Step 8: The list has been pared down to only Country USA.

With this, we have learned to create a list view in Salesforce Lightning.

Read How to create list view in community Salesforce

How to edit list view in Salesforce Lightning

Above, we successfully created a list view. But now I want to make some changes to it. So for this, we have to edit this view.

If you want to learn how to edit list view in salesforce lightning follow these steps:-

Step 1: Click on App Launcher, find and select the Sales app.

Step 2: Select the Leads tab.

Step 3: From the drop-down list, select the list view named USA Filter.

How to rename list view in salesforce lightning

Step 4: Click on the Gear Icon from the List View Controls dropdown and select Rename.

Step 5: On the next screen, rename the list view and click on Save.

Step 6: It has successfully changed the list view name.

How to edit sharing settings of list view in salesforce lightning

Step 7: Click on the Gear Icon from the List View Controls dropdown and select Sharing Settings.

Step 8: Now, change the sharing setting of the list view and click on Save.

How to edit the list filter of list view in salesforce lightning

Step 9: Click on the Gear Icon from the List View Controls dropdown and select Edit List Filter. We can change the filter or we can also add more filters.

Step 10: I want to add one more filter. So, I click on Add Filter. Here, set Field as First Name, Operator as starts with, and Value as B. Click on Done.

Step 11: Click on Save.

Step 12: It successfully shows all the records according to the filters applied.

Read How to Add Tab on Activity Tab in Salesforce

How to edit field to display of list view in salesforce lightning

Step 13: Click on the Gear Icon from the List View Controls dropdown and select Select Fields to Display.

Step 14: Now, move fields from Available Fields to Selected Fields by clicking on arrows. Here, I want to display only the First Name, Company, Email, and Country. So, I move these fields to Selected Fields. And click on Save.

How to reset the column widths in salesforce lightning

Step 15: Click on the Gear Icon from the List View Controls dropdown and select Reset Column Widths.

Step 16: It has successfully rested the column’s width.

With this, we have learned to edit a list view in Salesforce Lightning.

How to delete list view in Salesforce Lightning

Above, we have successfully created and edited a list view. But now I want to delete it.

If you want to learn how to delete list view in salesforce lightning follow these steps:-

Step 1: Click on App Launcher, find and select the Sales app.

Step 2: Select the Leads tab.

Step 3: From the drop-down list, select the list view named First Name with B & Country USA.

Step 4: Click on the Gear Icon from the List View Controls dropdown and select Delete.

Step 5: If you want to delete it permanently click on Delete Button.

With this, we have learned to delete a list view in Salesforce Lightning.

Read How to Avoid Creating Duplicate records in Salesforce

How to create a custom list view in Salesforce Classic

The Salesforce classic user interface is traditional and appears to be simple and user-friendly.

So, if you want to learn how to create a custom list view in salesforce classic follow these steps:-

Step 1: Click on the Plus icon (+) to the right of your salesforce page. By default, it will list All Tabs including standard and custom.

Step 2: If you want to see a list of tabs for a specific app, select the app from the View drop-down list.

Step 3: Here, I pick Sales from the View.

Step 4: It will display all the tabs of the Sales app. Choose the specific tab from the list on which you want to perform some action. Here, I choose Contacts.

Step 5: Click on Create New View to create a custom list view.

Step 6: Enter View Name. Here, I set it to Finance Department as I want to filter the employees on the basics of the Department.

Step 7: Specify Filter Criteria. For this here, I select the Field as Department, Operator as equals, and Value as Finance.

Step 8: Select Fields to Display. For this, we move fields from Available Fields to the Selected Fields by clicking on arrows.

Here, I shift First Name, Last Name, Department, Phone, and Email to selected fields.

Step 9: Restrict Visibility for security purposes. Here, we have three options as follows

• Visible only to me
• Visibility to all users
• Visible to certain groups of users

We can select any of them as per our requirements. Here, I choose Visible to all users. As I want to apply this list view to both partner and customer portal users.

Step 10: Click on the Save button.

Step 11: It has successfully created a list view named Finance Department and also shows all the contacts which have Department as Finance.

With this, we have learned to create a list view in Salesforce Classic.

Read How to create duplicate rule and matching rule in salesforce

How to edit a list view in Salesforce Classic

Above, we have successfully created a list view. But now I want to make some changes to it. So for this, I have to edit this view.

If you want to learn how to edit list view in salesforce classic follow these steps:-

Step 1: To the right of your salesforce page, click the Plus icon (+). It will list All Tabs by default, both standard, and custom.

Step 2: From the View drop-down list, choose the app you wish to see a list of tabs for.

Step 3: Select the Sales view.

Step 4: The Sales app’s tabs will all be visible. Select the appropriate tab from the list that corresponds to the action you wish to take. I select Contacts here.

Step 5: From the drop-down list, select the list view named Finance Department.

Step 6: Click on Edit to edit a custom list view.

How to edit view name of list view in Salesforce Classic

Step 7: Select the View Name and set the new view name. Here, I change the view name to Last Name with G and Finance Department.

How to edit filter criteria in Salesforce Classic

Step 8: We can also add additional fields for filtration. So, here I add Field as the Last Name having Operator start with and Value G.

It means now it displays all the records having Department as Finance and Last Name starting with G.

How to edit fields to display in Salesforce Classic

Step 9: We can change the fields and their order also which we want to display. For this, we move fields from Available Fields to the Selected Fields by clicking on arrows.

Here, I want to display only First Name, Last Name, Email, and Department. So, I move these fields to Selected Fields.

How to edit visibility in Salesforce Classic

Step 10: We have three visibility options and we can change them to any as per our need. Here, I change visibility from all users to only me.

Step 11: After making all the changes, click on the Save button.

Step 12: It has successfully edited a list view and named them as Last Name with G and Finance Department. Now select, the edited list view from the dropdown.

Step 13: It shows all the contacts which have Department as Finance and Last Name starting with G.

With this, we have learned to edit a list view in Salesforce Classic.

Read How to Create Report on Duplicate Records in Salesforce

How to delete a list view in Salesforce Classic

Above, we have learned to create and edit a list view. But now I want to delete this list view.

So, If you want to learn how to delete the list view in salesforce classic follow these steps:-

Step 1: To the right of your salesforce page, click the Plus icon (+). It will list All Tabs by default, both standard, and custom.

Step 2: From the View drop-down list, choose the app you wish to see a list of tabs for.

Step 3: Select the Sales view.

Step 4: The Sales app’s tabs will all be visible. Select the appropriate tab from the list that corresponds to the action you wish to take. I select Contacts here.

Step 5: From the drop-down list, select the newly created view named Last Name with G and Finance Department.

Step 6: Click on Delete to delete a custom list view.

Step 7: Click on OK to successfully delete the list view.

With this, we have learned to delete a list view in Salesforce Classic.

Conclusion

In this tutorial, we have learned what is a list view and how to create a list view in Salesforce. Also, we have covered how to edit and delete list view in Salesforce. This can be performed on both salesforce lightning and salesforce classic.

• What is List View in Salesforce
• How to create a custom list view in Salesforce Classic
• How to edit a list view in Salesforce Classic
• How to delete a list view in Salesforce Classic
• How to create custom list view in Salesforce Lightning
• How to edit list view in Salesforce Lightning
• How to delete list view in Salesforce Lightning

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