Create Custom List View in Salesforce

I was working as a Salesforce admin on lead records. Recently, the sales manager asked me to create a separate list view of lead records to monitor leads generated from the web. To fulfill this requirement, I created a custom list view to display all leads from the web source.

Here, I will explain the list view in Salesforce. Next, we will explore how to create custom list view in Salesforce, using a real-time scenario and step-by-step explanation.

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List View in Salesforce

In Salesforce, list views are customizable, allowing us to filter records and display them according to our requirements from specific objects, such as accounts, opportunities, contacts, or any custom object.

List views provide a way to manage and interact with data by organizing records based on criteria we set. They help users quickly access, sort, and act on data that is relevant to them.

Types of List Views in Salesforce

Standard List Views: These are predefined views that come with Salesforce, such as “Recently Viewed,” “My Accounts,” or “All Opportunities.” They cannot be deleted but can often be customized or cloned.
Custom List Views: These are created by users to meet specific needs. We can customize them with filters, fields, and sorting options.

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 Controls	Description
New	It is used to create a new list view.
Clone	This control is used to create a copy of the existing list view.
Rename	It is used to change the name of the list view.
Sharing Settings	It is used to set the list’s sharing settings. You can specify who can view this list view: only you, all users, or a group of users.
Edit List Filters	The edit list filter control enables you to modify the filter according to your needs.
Select Fields to Display	The select fields to display control allows you to customize the fields of the object you want to display.
Delete	The delete control is used to delete the list view.

Create Custom List View in Salesforce

Using the above scenario, I have explained how we can create a custom list view in Salesforce.

1. Navigate to the Setup, click on the app launcher, or from the navigation bar, search, and select the object for which you want to create a list view.

How to Create Custom List View in Salesforce

2. Click on the gear icon from the list view controls dropdown and select “New.”

3. Enter the following details as per your requirements.

Fields	Description
List Name	Enter the name for the list view.
List API Name	The API name is used for development purposes, and it is automatically set based on your list view name.
Who sees this list views?	Set the sharing settings for the list view. Depending on your choice, it can be visible only to you, to all, or a group of users.

Click on the “Save” button.

Add Salesforce List View Filter

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.” The screen will show you options; select your preference and click “Done.”

5. To add the filter criteria, click on Add Filters. Enter the following details:

Fields	Description
Field	Choose the field on which you want to apply a filter. Here, I selected Lead Source.
Operator	Choose the operator for the field criteria.
Value	Select/enter the value for the filter criteria.

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

The list view is created with the name “Lead Source – Web,” which filters out all the “Leads” having the lead source as the web.

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

Add/Remove List View Columns in Salesforce

The following are the steps on how to add or remove fields in the list view Salesforce Lightning:

1. Click on the “gear icon” and select “Select Fields to Display” from the “list view controls” dropdown.

2. Click on the arrows to move the fields you want to display to the “Selected Fields” column from the “Available Fields” column. Then, click on the “Save” button.

Rename List View in Salesforce

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

1. Select the “List View” that you want to edit. To do this, click on the dropdown next to “Selected List View or Recently Viewed List View” and choose the list view that you want to customize.

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

2. To rename the list view, click the gear icon from the list view controls and select “Rename.”

Enter the new name for your list view. You can also change the api name of the list view. Then, click on the “Save”.

Now, here you can see the existing list view name has successfully changed.

Change Sharing Settings of List View in Salesforce

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

1. Click on the “gear icon” from the “list view controls” dropdown and select “Sharing Settings.”

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

In this way, we can customize the custom list view in Salesforce.

Conclusion

I hope you have an idea about the list view in Salesforce. We have seen types of list views in Salesforce and list view controls. After that, I explained how to create a custom list view in Salesforce with a real-time scenario and step-by-step explanation.

While explaining the creation of a custom list view, I also explained how to add and remove columns in the Salesforce list view, rename list views, and change the sharing settings of the list view in Salesforce.