Salesforce List View

Salesforce List View is used to filter the records as per the requirementent of the users.

In this Salesforce tutorial, I will explain the list view in Salesforce with its controls. I will also explain the step-by-step procedure of creating a list view in Salesforce.

Additionally, I will guide you through the steps to add fields in the list view, the list view filter, and the steps to edit the list view in Salesforce.

Salesforce List View

The list view in Salesforce is used to display the set of records of standard and custom objects on the basis of some filter. For example, if the users want to get the records that belong to the USA, they can filter the records based on the criteria using a list view.

You can create as many list views in Salesforce as per your requirement, and by default, the “Recently Viewed” list view is present in every standard and custom object to display the records that are recently viewed by the users.

List View Controls Salesforce

In Salesforce, list view controls are the various functionalities that you can perform while creating and editing the list view.

The following are the list view controls:

List View ControlsDescription
NewIt is used to create a new list view.
CloneThis control is used to create a copy of the existing list view.
RenameIt is used to change the name of the list view.
Sharing SettingsIt is used to set the sharing settings of the list. You can specify who can view this list view: only you, all users, or a group of users.
Edit List FiltersThe edit list filter control allows you to modify the filter as per the need.
Select Fields to DisplayThe Select fields to display control allows you to customize the which fields of the object you want to display.
DeleteThe delete control is used to delete the list view.
Reset Columns WidthsIt is used to reset the widths of columns so that every record is clearly visible.

How to Create List View in Salesforce

You can create the list view in both Salesforce Lightning and Salesforce Classic. List View consists of records that are owned by you, users who are below your role hierarchy, and have read or write access.

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Create a Custom List View in Salesforce Lightning

Step-1: Navigate to the “Setup”, click on “App Launcher”, or from the “Navigation Bar” search, and select the “Object” for which you want to create a list view.

salesforce add column to list view

Step-2: Click on the “Gear Icon” from the “List View Controls” dropdown and select “New”.

how to add fields in list view salesforce lightning

Step-3: Enter the following details as per your requirement.

FieldsDescription
List NameEnter the name for the list view.
List API NameThe API name is the name used for development purposes, and this name is automatically set based on your list view name.
Who see this list viewsSet the sharing settings for the list view. It can only be visible to you, to all, or to a group of users based on your choice.

Click on the “Save” button.

select fields to display salesforce

Setup Salesforce List View Filter

Step-4: On the left side, the “Filters” section will automatically open, or if you do not get it, click on the “Filter” icon.

Then, click on “Filter by Owner.” It will show you options; select according to your preference and click on “Done”.

how to create list view in salesforce

Step-5: To add the filter criteria on which the basis record is shown, click on “New Filters” or “Add Filters” if you want to create more than one filter criteria. Enter the following details:

FieldsDescription
FieldChoose the field on which basis you want to filter your record. For example, Country, State, Name, etc.
OperatorChoose the operator for the field criteria.
ValueSetup the value to the filter criteria.

Then, click on “Done”, and after that, click on the “Save” button.

salesforce create list view

The list view is created with the name “USA Filter”, which filters out all the “Leads” having the country as the USA.

create a custom list view in salesforce lightning

In this way you can create list view in Salesforce Lightning.

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Salesforce Edit List View

To make changes in the name of the list view or list filters or columns to display or share settings, you need to edit the list view. Below are the steps to edit the list view in Salesforce.

Salesforce Add Column to List View

The following are the steps on how to add fields in the list view salesforce lightning:

Step-1: Click on the “Gear Icon” and select “Select Fields to Display” from the “List View Controls” dropdown.

salesforce list view

Step-2: Move the fields that you want to display to the “Selected Fields” column from the “Available Fields” column by clicking on the arrows. Then, click on the “Save” button.

list view salesforce

Edit Salesforce List View Filter

Below are the steps to edit the filter of the list view in Salesforce:

Step-1: Click on the “Gear Icon” and select the “Edit List Filter” option from the “List View Controls” dropdown. You can change the previously added filter and add more filters if you want.

salesforce list views

Step-2: To add more filters, click on “Add Filter” and select the “Field” on which basis you want to filter the record, select the required operator and value, and finally click on “Done” and “Save”.

Note: If you want to edit the existing filter, select it, make the desired changes to it, and save it.

list view in salesforce

It successfully shows all the records according to the new filters applied.

what is list view in salesforce

Rename List View in Salesforce

The following are the steps to rename the list view in Salesforce:

Step-1: Click on “App Launcher” or on the “Navigation Bar”, find and select the “Object” whose list view you want to edit.

list view controls salesforce

Step-2: Select the “List View” that you want to edit. For this, click on the “Dropdown” given next to the “Selected List View or Recently Viewed List View” and choose the list view that you want to customize.

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Note: All the list view control operations are performed on the selected list view, so take care of the list view on which you want to work.

how to create a list view in salesforce

Step-3: To rename the list view, click on the “Gear Icon” from the “List View Controls” and select “Rename”.

what’s the first step to take to create a list view?

Enter the new name for your list view. You can also change the api name of the list view, but I do not recommend you change it, but if you still want, you can do it.

Then, click on the “Save”.

list views in salesforce

It has successfully changed the list view name.

listview salesforce

Change Sharing Settings of List View in Salesforce

The following are the steps to modify the sharing settings of the list view in Salesforce:

Step-1: Click on the “Gear Icon” from the “List View Controls” dropdown and select “Sharing Settings”.

salesforce list view filter

Step-2: You can change the “Sharing Setting” of the list view, i.e., who can view this list view as per your new requirement, and click on “Save”.

list view salesforce lightning

Salesforce Create List View for Custom Object

The following are the steps to create a list view for the custom object in Salesforce:

Prerequisite:

  • You must have a custom object to create a list view for the custom object.

Step-1: Click on “App Launcher”, find and select the custom object that you have created. For example, let’s suppose I select the “Staffs” object.

Step-2: Click on the “Gear” icon and click on the “New” option from the “List View Controls”.

salesforce create list view for custom object

Step-3: Enter the List Name, and the “List API Name” will get automatically populated based on the list view name.

For example, I entered the name of the list view as “Non-Technical View” as I want to get the list of the staff members that belong to nontechnical.

After that, set the sharing settings for the list view and click on the “Save” button.

listview object salesforce

Step-4: Set the filter for the list view by clicking on “Add Filter”. For example, I want to filter the staff based on their job title.

So, I specify the filter criteria: Select the “Field” as “Job Title”“Operator” as “Equals”, and “Value” as “Non-Technical”.

Click on the “Done” button and then click on the “Save” button.

how to create a list view in salesforce lightning

With this, you have successfully created a list view named “Non-Technical View”.

To activate it, click on the dropdown arrow at the top left and select “Non-Technical View”. This will show all the staff with a non-technical job title.

custom list view salesforce

Conclusion

I hope you have understood each and every concept of Salesforce List View. I have also explained how to create a list view in Salesforce and how to edit the list view in Salesforce.

Additionally, I have explained step-by-step how to add a column to the list view and salesforce list view filter addition and modification.

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