Salesforce - Create a List View



Guide

  1. Navigate to contacts in the menubar on the top.

  2. Select List View in My Contacts

  3. Click on the Gear icon to reveal a dropdown.

  4. And select New from the dropdown.

  5. Provide a name for your New list view. And hit Save.

  6. Add filter.

  7. And enter the parameters (via field, operator and values) you want to set for the list view.

  8. Hit Save.

  9. You will get a success prompt saying your list view was updated.

  10. Now click on the gear icon again and select Select Fields to Display.

  11. Choose the items you want to see in your list view and move them from the Available Fields to the Visible Fields.

  12. And finally hit Save.

  13. You will see the updated list view with the conditions you provided.

🚀

Create your first interactive demo in minutes

No credit card required • Start building today

Start free

    This website uses cookies to enhance the user experience.

    AcceptDecline