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Where are list views in Salesforce?
The All Open Leads list view in Salesforce Classic (with the green leads icon in the upper-left corner) and in Lightning Experience (with the orange leads icon). But taking a closer look, notice the new set of controls on the right side of the list view?
What is custom list view in Salesforce?
Create a list view to see a specific set of contacts, documents, or other object records. For example, create a list view of accounts in your state, leads with a specific lead source, or opportunities above a particular amount.
What is a list view in Salesforce?
List Views are an often unused tool in the Salesforce toolshed. With List Views you can quickly see particular segments of your data. List Views use Objects, like Leads, Accounts, Opportunities, and more, to find the data points you’re looking for.
Can you create custom list views in Salesforce?
List views are widely used in any Salesforce organisation. For Standard objects there are some standard list views are available in Salesforce but for custom object we have to create custom list views in Salesforce.com. In this Salesforce tutorial we are creating custom list views for the invoice created in this week.
How to set up a custom list view?
Erin’s a new sales rep for Ursa Major Solar, focusing on channel customers in the United States. She wants to set up a custom list view so she can see only those types of accounts. Here we go. From the App Launcher, find and select the Sales app and select the Accounts tab. From the list view controls ( ), select New.
When does a new list view show up on success?
Give it an upvote or downvote. Currently whenever someone adds a new Cases List View (normally by copying an existing one), and leaves the Visibililty set to “Visible to all users (Includes partner and customer portal users)”, this new List View will show up on the Success Community.
How to filter a list in Salesforce trailhead?
Click Add Filter. From the Field dropdown menu, select Type. Select the equals operator. For Value, select Customer – Channel, then click Done and Save. Great! The list has been pared down to only channel customers.