Salesforce - Create a List View
- George Apostolov
Salesforce - Create a List View: step-by-step guide
Navigate to contacts in the menubar on the top.
Select List View in My Contacts
Click on the Gear icon to reveal a dropdown.
And select New from the dropdown.
Provide a name for your New list view. And hit Save.
Add filter.
And enter the parameters (via field, operator and values) you want to set for the list view.
Hit Save.
You will get a success prompt saying your list view was updated.
Now click on the gear icon again and select Select Fields to Display.
Choose the items you want to see in your list view and move them from the Available Fields to the Visible Fields.
And finally hit Save.
You will see the updated list view with the conditions you provided.
Quick answer: To create a List View in Salesforce, navigate to contacts, open List View, click the gear icon to add New, name and save the view, set filter parameters, save again, select fields to display from available fields, and save to view the updated list.
About this Salesforce tutorial
Set up a new list view in Salesforce by adding filters, choosing visible fields, and saving your custom preferences. This guide covers salesforce - Create a List View in 13 steps, starting with "Navigate to contacts in the menubar on the top" and finishing with "You will see the updated list view with the conditions you provided". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does salesforce - Create a List View take?
13 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Salesforce. Related guides: Salesforce - How to Create a Permission Set in Salesforce, Salesforce - Create a Quote and Salesforce - How to Create a Related List in Salesforce. Last reviewed 05 Oct 2026.
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