In Salesforce, there are list views that you can use to filter and view data quickly. Salesforce has several pre-built lists and the ability for users to create their customized list views. In this post, we will provide an overview of Salesforce list views and the process for creating them.
Salesforce list views are powerful tools that Salesforce administrators can use to aggregate data in Salesforce. They allow users to see the details of many records at once and filter them by criteria like status or due date.
Salesforce has many built-in list views, but it is also possible for Salesforce administrators to create their custom lists with specific criteria.
Salesforce is a CRM application that enables you to create custom objects for your business. List views are a type of object which allows you to filter data in Salesforce with criteria such as date range, status, and more. You can apply these filters on the list view or create reports from it.
There are many different types of Salesforce lists: standard lists, related lists (lists linked to other Salesforce records), and summary-type reports (reports that aggregate data).
This blog post will focus on using these three types of list views:
A Salesforce standard list is a pre-built list that Salesforce provides. These lists are populated with data from the Salesforce objects that you create. You can use these lists to view, filter, and export data. There are many different types of standard lists, including Accounts, Contacts, Opportunities, and Cases.
A Salesforce summary report is a type of list that allows you to aggregate data from two or more Salesforce objects. Summary reports are useful for viewing summarized data, such as the total number of Opportunities in a given stage or the average amount of time it takes to close an Opportunity.
A Salesforce related list is a type of list that allows you to view data from other Salesforce objects. Related lists are populated with data from the Salesforce objects that you specify. For example, you can create a related list for Accounts that displays all the Contacts associated with those Accounts.
Navigate to the Salesforce List Views page. Click New in the view selector menu on top of the screen. If you do not see this button, it means that you are currently viewing all Salesforce lists or standard list views for your organization. That will open up the "New Standard View" wizard with several options available under different tabs.
The first tab is General, which allows an administrator to name their new Salesforce list and specify whether they want users to access it from Reports & Dashboards or Leads/Opportunities page layouts.
In addition, there is also an option where administrators can opt-in to get daily email updates when data within the changes so they can stay up-to-date on Salesforce data.
The second tab is Columns one: it allows administrators to select which Salesforce objects and fields from those Salesforce objects should be included in their new standard Salesforce list view.
You can also include any custom fields that you have defined for your organization's Sales Cloud, Service Cloud, Marketing Cloud or Custom Objects here as well!
The third tab of this wizard is Limits, where admins will specify how many records per page should appear when users are viewing a report based on the newly created Standard SalesForce List View. Once done with entering all necessary information, click Save & Next button to proceed further.
On the Page Layouts step, an administrator can choose what Salesforce List View page layout they want users to have access to when viewing their Salesforce list view.
They also have the option of creating a custom Salesforce Page Layout if none of the existing layouts fit their needs.
Once all these steps are done, there is one final step where an administrator will specify whether they would like this new SalesForce list view to be available for Leads or Opportunities. After clicking the Save button, you should see your newly created Sales Cloud listview under the standard views section.
If no records appear here yet, it means that there isn't any data within the Sales Cloud objects associated with your Standard SalesForce List View yet! This is because lists take some time to populate after being created.
In addition to the Standard views that are available out-of-the-box, administrators also have the ability to create custom views. To do this, they'll need to use the Salesforce Query Language (SQL), which is a language used to query data from Salesforce objects.
With SQL, you can select which fields from a given Salesforce object you want your new custom SalesForce list view to include, as well as specify certain filters and sorting criteria.
Below is an example of SQL code for creating a custom list view called "Accounts with at least one contact":
SELECT Id, Name, Contact__c FROM Account
Once the Salesforce list view is created, you can include it in the Sales Cloud objects that will be associated with your new SalesForce custom list view.
To do this, open up an existing Lead/Opportunity (or create a new one), then go to the tab "Customize" and select the List Views section on top of the screen.
From there, click the New button, which brings up all Standard SalesForce lists as well as their Custom counterparts for users to choose from when they are viewing Salesforce Leads / Opportunities (for example). Check the Accounts With At Least One Contact option under the column filters dropdown menu! Job done!
In addition to creating list views based on Sales Cloud objects, admins can also create Custom List Views that are made up of checkboxes ( Salesforce Checkbox-based Standard and Custom). The functionality is pretty self-explanatory: users will be able to select multiple items from a given set.
The first tab, "Fields", allows administrators to choose which fields will appear within their new SalesForce custom checkbox-based list view\. You should note that there is no option here for including standard or custom fields like we were able to do when creating our regular SalesCloud lists!
The second tab lets you specify what organization-wide defaults your newly created Sales Cloud Object should have - this includes things such as how many decimal places are allowed as well as how many decimal places Salesforce should round up to.
Finally, the last tab lets you specify whether Salesforce Checkbox-based list view will be available for Leads and/or Opportunities.
These can be found in the Salesforce Setup area. Administrators have the ability to use, create, and deploy from this area. In addition, they can also find Salesforce Checkbox-based list views here as well.
SalesForce List View Page Layouts:
Once an administrator has created a Sales Cloud List View, they will be able to see it appear in the Salesforce Sales Cloud object's list view section.
The Salesforce list view page layout for each Sales Cloud object can be customized by clicking on the Edit Layout button, which takes you to the visual customization area where admins are given the ability to configure what fields should show up within their Sales Cloud list view.
Salesforce List View Page Layout is split into two sections: section one consists of Sales Cloud fields which are visible on the SalesForce list view page layout, while section two lets admins choose what objects this particular Sales Cloud object will be associated with (for example, they can associate their new SalesForce Object with Leads and Opportunities Sales Cloud objects).
Admins can also rename SalesForce Standard/Custom Lists as well as reorder them from the Sales Cloud listview section of the Salesforce Setup area.
In order to add, delete or reorder Salesforce List View from the Sales Cloud object's list view section, you should click on the Edit Layout button, which takes you to the Custom Visualization Editor.
This is where admins can customize their SalesForce standard/custom lists by adding new fields and removing existing Sales Cloud SalesForce list view fields.
The Salesforce List View object can be found under the Sales section of the Salesforce Setup area. Admins have the ability to use, create and deploy Sales Cloud objects from this location.
Unfortunately, they can only customize their SalesForce Standard/Custom lists by editing them in the Custom Visualization Editor, which is located under the Sales section.
These give you the ability to create Sales Cloud lists based on Salesforce objects and are available for admins to use, create, deploy from SalesForce Setup area.
They have full control over what fields appear within their new Sales Cloud list view as well as if they want it associated with Leads or Opportunities Sales Cloud objects. SalesForce Checkbox-based list views are a great way to manage your sales data in one place!
To Deploy List views in Salesforce, Salesforce users should go to the Sales Cloud section of the Salesforce Setup area. Once there, they can click on the Edit Layout button, which will take them to the Custom Visualization Editor.
From this editor, Sales reps are able to customize their Sales Cloud list views by adding new fields and removing existing SalesForce List View fields (for example, if you wish not to see certain fields in your Sales Cloud list view).
After Salesforce users have customized their Sales Cloud List View, they will be able to see it in the SalesForce object's list view section.
The Salesforce list view page layout for each Sales Cloud object can be customized by clicking on the Edit Layout button, which takes you to the visual customization area where admins are given the ability to configure what fields should show up within their Sales Cloud list view.
Salesforce Checkbox-based list views are a great way to manage your sales data in one place! In addition, they can be used as input for reporting and dashboarding purposes.
For switching between Salesforce list views, Sales reps should go to the Sales Cloud section of the Salesforce Setup area and click on the Edit Layout button, which will take them to the Custom Visualization Editor. From here, they can choose their SalesForce List View layout.
Now that users have customized their Sales Cloud List Views, it is time for them to switch between those custom lists. Sales reps can do so by clicking on the Sales Cloud section of the Salesforce Setup area and then selecting the Edit Layout button, which will take them to the Custom Visualization Editor.
The Sales Cloud list view page layout for each Sales object can be customized by clicking on the Edit Layout button. This opens up a customizable visual customization editor where admins are able to configure what fields should show up within their Salesforce list view.
Sales reps can have multiple Salesforce List Views. They are able to switch between custom Sales Cloud list views by selecting the Sales Cloud section of the Salesforce Setup area and clicking on the Edit Layout button, which will take them to the Custom Visualization Editor.
There is no limit as to how many SalesForce list views you can create. However, there are some limitations when it comes to switching between lists.
To switch between Salesforce list view layouts, users must first go into the Sales Cloud section of the Salesforce Setup area, where they click on the Edit Layout Button that takes them into the Custom Visualization Editor.
Here admins customize their new or existing Sales Cloud objects' list views by adding/removing fields from the standard items available in the editor for this purpose (such as Text Field, Check Box or Image Field).
In addition to being able to view Sales Cloud list views from within the Salesforce objects' list section, Sales Reps are also able to create new ones from the Salesforce home page.
From here, they have to go into the My Personal dropdown menu and select Customize, which will take them to the Visualization Editor. By going through this process, users can add/remove fields as well as choose which record type their SalesForce list view should be associated with (Leads / Opportunities).
Sales reps can then save their changes by clicking on the Save button located at the top right corner of the editor window. In order for any changes made around customizing Sales Cloud list views to take effect, Sales reps must click on the Publish button, which is located at the top of the Visualization Editor window.
When it comes to managing their Sales data, Sales reps can make use of Salesforce's powerful Checkbox-based list views!
In addition to being able to view and edit these lists from within the Salesforce objects' list section, users are also given the ability to customize their page layouts by clicking on the Edit Layout button, which takes them into a visual customization editor.
From here, admins are able to configure what fields should show up within their SalesForce list view - making it easier than ever for sales reps to keep track of all their important leads and opportunities.
List views offer Sales reps an easy way to keep track of Sales data. Sales reps can view Sales Cloud list views from within the Salesforce objects' list section, create new ones by going into the Salesforce home page and selecting My Personal dropdown menu followed by Customize, as well as manage their Sales data via List Views through Visualization Editor.
List views in Salesforce offer users an easy way to monitor relevant sales information at a glance.
Users are able to view custom lists created under specific records (Leads / Opportunities) or switch between certain record types depending on which one they want to use for this purpose (such as Leads vs Opportunities).
They also have access to powerful Checkbox-based layouts that make it easier ever for them to stay organized and on top of Sales data.
Users can save their Sales Cloud list views by clicking the Save button located at the top right corner of Visualization Editor.
In order for any changes such as this to take effect, Sales reps must click Publish, which is found at the top of the window and then choose a record type that they wish to associate with (Leads / Opportunities).
Rep's Salesforce List Views can be managed via Customize >Visualization Editor, where admins are able to configure what fields should show up within their SalesForce list view - making it easier than ever for sales reps.
Admins also have the ability to customize layouts behind customizing Salescloud records like Accounts, Contacts etc.
Sales reps can view their Sales Cloud list views from within the Salesforce objects' list section and create new ones by going into the My Personal dropdown menu followed by Customize as well as manage their Sales data via List Views through Visualization Editor.
Users have access to a total of nine (09) Sales cloud object's list views, including Accounts, Cases, Contacts, Leads, Opportunities, Orders, Products, Quotes and Reports. Administrators are also able to customize layouts behind customizing Salescloud records like Accounts, Contacts etc.
Sales reps can view their Sales Cloud listviews from within the Salesforce objects' list section and create new ones by going into the My Personal dropdown menu followed by Customize as well as manage their Sales data via List Views through Visualization Editor.
