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Table of Contents

Want to hear Carrie Felton kindly demo this for you instead of reading this? 😄 Check out this awesome video!

https://mediaspace.utah.edu/playlist/dedicated/226028713/1_o537pcgv/1_idbd4n1v

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List Views will always display the records of Object you’re on. For example if you click on Accounts, you will see a List View containing Account records. If you click on Opportunities, you will see Opportunity records, etc.

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namelist-view-navigation

List View Navigation

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Recently Viewed

Note

Pro Tip! When you’re first getting starting in Salesforce (or if you’ve just started working with records of a new type) your List View will always default to Recently Viewed.

There will be nothing to see if you haven’t viewed at any records yet! 😱 Don’t panic!

Be sure to use the little down arrow next to Recently Viewed to navigate to another List View to start seeing records (see #1 in the image above)

1 - Select a List View & Pin your Favorite

Select a list view from the drop-down. Pin a list with the (pin icon 📌 ) to set it as your default.

2 - Modify a List View

Modify a list view using the List View Controls menu (gear icon ⚙ )

You not have access to modify public List Views (the ones all users can view). See https://ceceuofu.atlassian.net/wiki/spaces/

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CPD/pages/2479259649/Salesforce+-+List+

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View+

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Walkthrough#Clone-a-List-View

3 - Create New records from a List View

To save yourself a few clicks, try using the New button to Create a record directly from a List View!

4 - See List View Filters

See the criteria for which records are displayed by using the little funnel icon.

5 - Change List View Display

Change how the data is displayed! Different views work well for certain types of data.

Kanban Settings Error

Warning

If you get this error:

“In order for this Kanban view to load, the list view's owner has to configure Kanban Settings for it.”

Change your Display as settings back to Table.

6 - Search a List View

Find the data you need with a quick search!

Searchable Fields

When you click into the Search text box, a bubble will appear telling you if any fields are not searchable within the List View.

Search Wildcards

  • Use an asterisk (*) to find items that match zero or more characters at the middle or end of your search.

  • Use a question mark (?) to find items that match only one character at the middle or end of your search.

Modify List Views

Clone a List View

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You not have access to modify public List Views (the ones all users can view). See https://ceceuofu.atlassian.net/wiki/spaces/~elizabeth.asteCPD/pages/2479259649/Salesforce+-+List+ViewsView+Overview#CloneWalkthrough#Clone-a-List-View

To change and reorder the columns displayed in a list view, select Select Fields to Display. Fields correspond to columns in the final list view.

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1 - Check your Filters to make sure your List View is filtered by 1 Record Type. See https://ceceuofu.atlassian.net/wiki/spaces/~elizabeth.asteCPD/pages/2479259649/Salesforce+-+List+ViewsView+Overview#4Walkthrough#4---See-List-View-Filters

You will not be able to edit records inline if the List View is not filtered by 1 Record Type.

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