How to create list view for object in salesforce lightning

In this Salesforce tutorial, I will explain how to create and list view for object in salesforce lightning step by step.

Before we start please note one thing, we always construct list views for objects and tabs; list views for apps cannot be created in Salesforce.

We will thus discover how to build list views for both objects. In addition, I will outline how to create a tab, custom object, and app.

The topics that we will cover in this Salesforce tutorial are as follows.

  • Define Tab and Object
  • How to create a list view in Salesforce Lightning for a standard object
  • How to create a list view in Salesforce Lightning for a custom object
  • How to build apps in Lightning for Salesforce
  • How to construct a tab and object in Salesforce Lightning

Define Tab and Object

Additionally, as a salesforce developer, I notice that learners frequently confuse the terms “objects” with “tabs,” despite the fact that they are completely distinct.

So, let’s understand the brief difference between an object and a tab in Salesforce.

  • Object: In salesforce, objects are simple database tables that allow us to store data.
    • Example: Contact, Lead, etc.
  • Tab: In Salesforce, tabs are user interface that is used to create and view records in objects. And the tab is always generated automatically for the relevant object.
    • Example: Contacts, Leads, etc.

How to create a list view in Salesforce Lightning for a standard object

We will first define a standard object in Salesforce before learning how to develop a list view for those items in Salesforce Lightning.

Salesforce comes with numerous objects that are considered standard objects. Account, Contact, Lead, and Opportunity are examples of common standard objects.

We have already discussed how to create list views for particular standard objects in Salesforce Lightning. Visit the post listed below to learn more.

What is custom object

We can develop custom objects to store data that is particular to your business. For example, university management applications have objects like Staff, Courses, Students, etc.

Process to create list view in Salesforce Lightning for custom object

If you want to create a list view for a custom object in salesforce lightning follow the below-given steps.

  1. You must have a custom object, if not create it.
  2. Create a tab for a custom object.
  3. Select the object.
  4. Click the ⚙ icon.
  5. Select New.
  6. Fill up all the details.
  7. Save the List View.
  8. Add filter on List View.

Let’s see an example to clearly understand the concept. In this example, I am going to create a Custom App with Custom objects and fields. Then on the auto-generated Tab, I will create a List View.

Read: Create list view for queue in Salesforce

Create Custom App in Salesforce Lightning

Step 1: Click on the Quick Find, find, and select the App Manager.

How to create list view for Object in Salesforce
App Manager

Step 2: Click on the New Lightning App button located on the left side of the page.

How to create list view for Object in Salesforce lightning
Create New App

Step 3: Enter the App Name and the Developer Name is automatically set based on your app name. Here, I set the app name as Event Management. Then click on Next.

How to create a list view for Object in Salesforce
Fill up App Details

Step 4: Remain the App Options as it is and click on Next.

How to create a list view for Object in Salesforce lightning
Next

Step 5: Choose the Tab which you want to include in our App by moving the tabs from Available Fields to the Selected Fields by clicking on the arrow. Then click on Save and Next.

create list view for Object in Salesforce
Select Tabs

Step 6: Search for System Administrator and move it with the help of the arrow and click on Save & Finish button.

create list view for Object in Salesforce lightning
Save and Finish

Read: How to create list view in Permission Set Salesforce

Create Custom Object in Salesforce Lightning

Step 7: Now, we will create an Object. For this, click on Object Manager then click on Create dropdown and select a Custom Object.

create a list view for Object in Salesforce
Create Object

Step 8: Fill in Custom Object Information. Here, I set the Label to Staff and Plural Label to Staffs.

create a list view for Object in Salesforce lightning
Fill Details for Objects

Step 9: To auto-launch the Tab for the newly created object. Select Launch New Custom Tab Wizard after saving this custom object under Object Creation Options.

Step 10: Click on Save.

How to create list view for Object using Salesforce
Click on Launch New Tab

Create Tab for custom object in Salesforce Lightning

Step 11: Select the Tab Style and click on Next.

How to create list view for Object using Salesforce lightning
Select Tab Style

Step 12: Then, again click on Next.

How to create a list view for Object in using Salesforce
Next

Step 13: Select the app in which you want to show this tab. Here, I only want to show it on Event Management App so I only check this box and click on Save.

How to create a list view for Object using Salesforce
Select an App where an Object will appear

Step 14: By default, the Staff object only has a Name field. If we want to add more fields follow this article How to Create Custom Field in Salesforce. Here, I create Staff Id and Job Title filed.

Create List View for custom object in Salesforce Lightning

Step 15: The app, object, and tag are now successfully created. Now, click on App Launcher, find and select the app which we have created yet (Event Management).

How to create a list view for Object using Salesforce lightning
Open App

Step 16: As we want to create a list view for the staff object, select the Staffs tab.

Step 17: Click on the Gear Icon and select New from the List View Controls dropdown.

create list view for Object using Salesforce
Create List View

Step 18: On the next screen, enter the List Name. I named them Non-Technical View. And the API Name is automatically set based on your list view name.

Step 19: Set the sharing settings for the list view. Here, I set it to All Users. And click on the Save button.

create list view for objects using salesforce lightning
Fill Details

Step 20: Set the filter for the list view by clicking on Add Filter. Here, I want to filter the Staffs based on their Job Title.

Step 21: Specify Filter Criteria. Here, I select the Field as Job Title, Operator as equals, and Value as Non-Technical. And then click on Done.

create a list view for objects using salesforce
Apply Filter

Step 22: Click on Save.

create a list view for objects using salesforce lightning
Save the Filter

Step 23: It has successfully created a list view name Non-Technical View. To activate it click on the dropdown arrow, and select Non-Technical View.

Step 24: It shows all the Staff who have Job Title as Non-Technical.

using salesforce create list view for objects
View Record based on List View

This is how we can create a list view for Objects in Salesforce Lightning.

Conclusion:

In this tutorial, we have learned how to create a list view for objects in salesforce, and we have also covered how to create a custom app, object, and tabs in salesforce lightning.

In addition, we also comprehend what tabs and objects are, as well as the difference between standard and custom objects.

Also, we have covered these topics:

  • Define Tab and Object
  • How to create a list view in Salesforce Lightning for a standard object
  • How to create a list view in Salesforce Lightning for a custom object
  • How to build apps in Lightning for Salesforce
  • How to construct a tab and object in Salesforce Lightning

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