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

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

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

Recently, while working in the community tab of Salesforce, I had to filter records. However, I don’t have a filter for this. In order to do this, I create a List View.

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

  • How to create list view in community Salesforce Lightning
  • How to edit list view in community Salesforce Lightning
  • How to delete list view in community Salesforce Lightning
  • How to create list view in the community Salesforce Classic
  • How to edit list view in the community Salesforce Classic
  • How to delete list view in the community Salesforce Classic

How to create list view in community Salesforce Lightning

In this section, we will learn how to create a list view for Community App. To create it without any difficulty follow the below-given steps.

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

how to create a list view in community Salesforce
Community App

Step 2: Select the Contacts tab.

how to create list view in community salesforce
Selecting Contact Tab

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

how to create list view in community salesforce lightning
Creating List View

Step 4: On the next screen, enter the List Name. Here I named them Mailing Country 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. I set it to All Users and clicked on the Save button.

create a list view in community salesforce
Filling up details of List View

Step 6: On the left side we will get the Filters option. If you don’t get click on the Filter symbol. In this example, I use the Default set Filter by Owner. If you want to change you can change it.

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

Step 8: Specify Filter Criteria. For this here I select the Field as Mailing Country, Operator as equals, and Value as USA. And then click on Done and Save.

create list view in community salesforce
Applying Filter on List View

Step 9: Click on the dropdown arrow near Recently Viewed. Select the list view Mailing Country View which we have created.

create list view for community salesforce
Mailing Country View

Step 10: It shows only the Contacts that have Mailing Country USA.

how to create a list view for community salesforce
Mailing Country Records

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

Read How to Add Tab on Activity Tab in Salesforce

How to edit list view in community Salesforce Lightning

Above, we successfully created a list view for the community Salesforce app. 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 community salesforce lightning follow these steps:-

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

how to create a list view in community Salesforce
Community App

Step 2: Select the Contacts tab.

how to create list view in community salesforce
Selecting Contact Tab

Step 3: From the drop-down list, select the list view named Mailing Country View.

How to edit list view in community Salesforce Lightning
Select Mailing Country View

Here, I want to edit the name of the list view and display fields and their order

Read: Joined Reports in Salesforce

How to rename list view in community salesforce lightning

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

How to edit a list view in community Salesforce Lightning
Select Rename

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

How to rename list view in community salesforce lightning
Edit the List Name

Step 6: It has successfully changed the list view name to USA Mailing Country View.

How to rename a list view in community salesforce lightning
List View Name changed successfully

Read How to Avoid Creating Duplicate records in Salesforce

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

Step 7: Click on the Gear Icon from the List View Controls dropdown and select Select Fields to Display.

How to edit field to display of list view in community salesforce lightning
Select Field to Display

Step 8: Now, move fields from Available Fields to Selected Fields by clicking on arrows.

First, it displays only the Name, Phone, Email, and Country. I also want to add Annual Revenue. So, I move this field to Selected Fields and also change its order.

Step 9: Click on Save.

How to edit field to display of a list view in community salesforce lightning
Change Fields

Step 10: It successfully edits the fields to be displayed.

edit field to display of list view in community salesforce lightning
USA Mailing Country View

This is how we can edit a list view in community Salesforce lightning.

How to delete list view in community 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 a list view in community salesforce lightning follow these steps:-

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

how to create a list view in community Salesforce
Community App

Step 2: Select the Contacts tab.

how to create list view in community salesforce
Selecting Contact Tab

Step 3: From the drop-down list, select the list view named USA Mailing Country View.

How to delete list view in community Salesforce Lightning
USA Mailing Country

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

How to delete a list view in community Salesforce Lightning
Select Delete

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

How to delete list view community Salesforce Lightning
List View Deleted

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

Read How to create duplicate rule and matching rule in salesforce

How to create list view in the community 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 list view in community 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 Community from the View.

How to create list view in the community Salesforce Classic
List of Tabs

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

How to create a list view in the community Salesforce Classic
Select Accounts Tab

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

How to create list view in community Salesforce Classic
Create New View

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

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

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 the Account Name, Account Number, Account Site, Phone, and Billing Country to selected fields.

How to create a list view in community Salesforce Classic
Filling up details of List View

Step 9: Restrict Visibility for Security. Here, there are three possibilities:

  • Only me able to see it
  • Access for all users
  • Accessible to specific user groups

Any of them can be chosen based on our needs. In this case, I select All Users Visible. Since I want to make this list view available to customers and partners who utilize the portal.

Step 10: Click on the Save button.

create list view in the community Salesforce Classic
Restrict Visibility

Step 11: It has successfully created a list view named USA Billing Country open it by clicking on the list view.

create a list view in the community salesforce classic
USA Billing Country

Step 12: It shows all the accounts which have Billing Country as USA.

create list view in community salesforce classic
Records fetched according to the filter

This is how we can create a list view in Community Salesforce Classic.

Read How to Create Report on Duplicate Records in Salesforce

How to edit list view in the community Salesforce Classic

We’ve successfully made a list view in the example above. But now I want to tweak a few things. I must update this view in order to achieve this.

Follow these steps to learn how to edit the list view in Community Salesforce Classic:-

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 Community from the View.

How to create list view in the community Salesforce Classic
List of Tabs

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

How to create a list view in the community Salesforce Classic
Select Accounts Tab

Step 5: From the drop-down menu, choose the USA Billing Country View list view.

How to edit list view in community Salesforce Classic
USA Billing Country View

Step 6: To edit a personalized list view, click Edit.

How to edit a list view in the community Salesforce Classic
Select Edit

Now, I want to rename the list view and edit their filter criteria and also the fields to be displayed. To accomplish this task follow the below steps.

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 USA Direct Billing View.

How to edit list view in community Salesforce Classic
Rename List View

How to edit filter criteria in Salesforce Classic

Step 8: We can also add additional fields for filtration. So, here I add Field Type having Operator not equal to and Value Customer-Channel.

It means now it displays all the records having Billing Country as USA and Type other than Customer-Channel.

How to edit a list view in community Salesforce Classic
Add Filter

Read How to find duplicate records in Salesforce

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 removed the account site and add the type to the Selected Fields.

edit list view in the community Salesforce Classic
Select Fields

Step 10: After making all the modifications, click on the Save button.

edit a list view in the community salesforce classic
Save

Step 11: It has successfully edited a list view and named them USA Direct Billing View. Now, pick the revised list view from the dropdown menu.

edit list view in community salesforce classic
USA Direct Billing View

Step 12: It shows all the accounts having Billing Country as USA and Type other than Customer-Channel.

edit a list view in community salesforce classic
Records Fetched

This is how we can edit a list view in Community Salesforce Classic.

How to delete list view in the community Salesforce Classic

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

So, If you want to learn how to delete the list view in community 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 Community from the View.

How to create list view in the community Salesforce Classic
List of Tabs

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

How to create a list view in the community Salesforce Classic
Select Accounts Tab

Step 5: From the drop-down list, select the newly created view named USA Direct Billing View.

How to delete list view in the community Salesforce Classic
USA Direct Billing View

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

How to delete a list view in the community Salesforce Classic
Select Delete

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

How to delete list view in community Salesforce Classic
Delete the List View

This is how we can delete a list view in Community Salesforce Classic.

Conclusion

In this tutorial, we have learned how to create, edit, and delete a list view in community Salesforce. Also, we have covered how to rename the list view and change their selected in community Salesforce. This can be performed on both salesforce lightning and salesforce classic.

  • How to create list view in the community Salesforce Classic
  • How to edit list view in the community Salesforce Classic
  • How to delete list view in the community Salesforce Classic
  • How to create list view in community Salesforce Lightning
  • How to edit list view in community Salesforce Lightning
  • How to delete list view in community Salesforce Lightning

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