Asked by: Ariane Orea
Asked in category: technology and computing, browsers
Last Updated: 3rd Jul 2024

How can I create a Salesforce list?

View a list
  1. Select the Sales app from the App Launcher and then select the Accounts tab.
  2. Select New from the view controls ().
  3. Name the channel customers from the list .
  4. Select All users are allowed to see this view.
  5. Click Save
  6. Click on Add Filter.
  7. Select Type from the Field dropdown menu.
  8. Choose the operator equals.



So, how can I create a Salesforce list view?

View a Customized List in Salesforce

  1. Click on Create New View to open any list page, or the Views section on any tab home page.
  2. Enter the view name.
  3. Enter a unique view name.
  4. Please specify your filter criteria.
  5. Choose the fields that you would like to be displayed in the list view.
  6. Click Save

How do you create a list view in lightning, too? You can follow our instructions or see the video below.

  1. Start at the Lightning home screen and navigate to Opportunity tab.
  2. Click the gear icon to create a new List View, then click New.
  3. Name your List View by using the field that you will be filtering your data with.
  4. If you are an administrator, determine who can see this List View.

How do I create a Salesforce lead list?

Create custom Lead Views in Salesforce

  1. Click the Create New View link on the Leads homepage, just to the right side of the View dropdown list.
  2. For the view, enter a name.
  3. You can choose whether this view will search your entire leads database, all leads or just a few.
  4. Select the criteria you wish to use in your search under the Specify Filter Criteria Step.

What is a list view?

Android List View. Android View groups items and displays them in a scrollable list . The Adapter pulls data from a source, such as an array, or database, and inserts the list items to the list.