Salesforce offers a variety of list views that can be used to quickly filter and view data. Salesforce offers several pre-made lists, as well as the possibility for users to create their list views. This post will give you an overview of Salesforce list views as well as the process of creating them.

What are Salesforce List views?

Salesforce list views can be used by Salesforce administrators to consolidate data. They enable users to view the details of multiple records simultaneously and filter them by criteria such as due date or status.

Salesforce offers many list views built in, but Salesforce administrators can also create custom lists that meet specific criteria.

Salesforce allows you to create custom objects in your CRM. List views allow you to filter Salesforce data using criteria like date range, status, etc. These filters can be applied to the list view and reports created from it.

There are several types of Salesforce lists. These include standard lists, related (lists that link to other Salesforce records), summary-type reports (reports that aggregate data), and summary-type reports.

This blog post will be about these three types of list views.

1. Standard Lists

Salesforce standard lists are pre-built lists that Salesforce offers. These lists can be populated with data that Salesforce objects you create. These lists can be used to view, filter, and export data. There are many types of standard lists: Accounts, Contacts, and Opportunities.

2. Summary Reports

Salesforce summary reports are a list that aggregates data from multiple Salesforce objects. Summary reports can be used to view summarized data such as the number of Opportunities at a stage, or the average time it takes for an Opportunity to close.

3. Similar Lists:

Salesforce-related lists allow you to see data from other Salesforce objects. The Salesforce objects you specify are used to populate related lists. You can create a similar list for Accounts to display all Contacts associated with these Accounts.

Creating a Standard Salesforce List View

Navigate to Salesforce List Views. Navigate to the Salesforce List Views page. This button is not visible if you don’t see it. It means you are viewing all Salesforce lists and standard list views for your company. This will open the “New Standard View” wizard, which has many options under different tabs.

The first tab is General. This allows administrators to name their Salesforce list and to specify whether users can access it via Reports & Dashboards, Leads/Opportunities, or both.

Administrators can also opt-in for daily email updates to be notified when Salesforce data is updated.

Column one is the second tab. This allows administrators to choose which Salesforce objects or fields should be included in their standard Salesforce list view.

Any custom fields you have created for your company’s Sales Cloud Service Cloud, Marketing Cloud, or Custom Objects can be included here.

The third tab in this wizard is Limits. Administrators can specify how many records should be displayed per page when users view a report that uses the new Standard SalesForce ListView. After entering all information, click the Save & Next button.

Administrators can select the page layout that Salesforce List View users should be able to access when they view their Salesforce list view.

If none of the layouts they like, they can create a custom Salesforce Page Layout.

After all the steps have been completed, administrators will need to specify whether this new SalesForce view should be made available for leads or opportunities. You will see your newly created Sales Cloud view under the standard views section after clicking the Save button.

If there are no records here, this means that there isn’t any data in the Sales Cloud objects associated with your Standard SalesForce View yet. This is because lists take time to populate once they are created.

Creating Salesforce Custom List View

Administrators have the option to create custom views in addition to the standard views. To do this, they’ll need to use the Salesforce Query Language (SQL” which is a language that allows you to query Salesforce objects.

SQL allows you to select the Salesforce objects you wish your custom SalesForce view to include. You can also specify filters and sorting criteria.

Here is an example SQL code to create a custom list view called Accounts with at least 1 contact.

SELECT ID, Name, Contact__c Account

After creating the Salesforce list view, you can add it to the Sales Cloud objects associated with your SalesForce custom view.

Open an existing Lead/Opportunity or create one new, then click on the tab “Customize”, and choose the List Views section at the top of the screen.

Click the New button to bring up all Standard SalesForce and Custom SalesForce lists. This allows users to select when viewing Salesforce Leads/Opportunities. You can check the Accounts with At Least 1 Contact option in the column filters dropdown menu. Done!

Creating Salesforce Checkbox-Based List View:

Administrators can create custom list views that are based on Salesforce Cloud objects. It is quite simple: users can select multiple items from one set.

Administrators can choose which fields will be displayed in their SalesForce custom-checkbox-based list view by clicking the first tab, “Fields”. It is not possible to include custom or standard fields here, as we could when creating regular SalesCloud lists.

The second tab allows you to specify the organization-wide defaults that your newly created Sales Cloud Object must have. This includes details such as how many decimal points Salesforce should round up and how many are permitted.

The last tab allows you to specify whether Salesforce Checkbox-based list views will be available for Opportunities and Leads.

Where can I find Salesforce list views?

These are found in Salesforce Setup. Administrators can access this area to create, use, and deploy. They can also access Salesforce Checkbox-based list views from this area.

SalesForce Listing View Page Layouts

Administrators can create a Sales Cloud List View and it will appear in Salesforce Sales Cloud’s list view section.

You can customize the Salesforce list view page layout of each Sales Cloud object by clicking the Edit Layout button. This takes you to the visual customization area, where admins can set what fields should appear in their Sales Cloud list view.

The Salesforce List View Page Layout has two sections. Section one contains Sales Cloud fields that are visible on SalesForce’s list view page layout. Section two allows admins to choose which objects the Sales Cloud object will be associated with (for example, they could associate their new SalesForce object with Opportunities and Leads Sales Cloud objects).

Administrators can rename SalesForce Standard/Custom lists and reorder them in the Salesforce Setup section.

To add, delete, or reorder Salesforce ListView from the Sales Cloud object’s list view section click on Edit Layout. This will take you to the Custom Visualization Editor.

Administrators can modify their SalesForce standard/custom list by adding or removing fields from the Sales Cloud SalesForce List view fields.

Salesforce List View objects can be found in the Salesforce Setup area under the Sales section. This location allows admins to create, deploy and manage Sales Cloud objects.

They cannot modify their SalesForce Standard/Custom list by editing in the Custom Visualization Editor. This is located under Sales.

These allow you to create Salesforce Cloud lists based on Salesforce objects. They are available for admins, who can use, create and deploy them from the SalesForce Setup area.

They can choose which fields will appear in their Sales Cloud list view, as well as whether they should be associated with Leads and Opportunities Sales Cloud objects. The SalesForce Checkbox-based list view is a great way for you to manage all your sales data from one place.

How do I use List views?

Salesforce users need to go to the Salesforce Setup section for Sales Cloud to view Deployable List views. Clicking on Edit Layout will take users to the Custom Visualization Editor.

Sales reps can customize their Sales Cloud view views from this editor by adding or removing fields from the SalesForce List View (e.g., if you don’t want specific areas to be visible in your Sales Cloud view).

Salesforce users will be able to see their Sales Cloud List View once they have customized it.

You can customize the Salesforce list view page layout of each Sales Cloud object by clicking the Edit Layout button. This takes you to the visual customization area, where admins can set what fields should appear in their Sales Cloud list view.

Salesforce Checkbox-based list view views are a great way for you to manage all your sales data from one place. They can also be used for reporting and dashboarding purposes.

Switching between List views

Sales reps can switch between Salesforce list views by going to the Salesforce Setup section and clicking on the Edit Layout button. This will take them to Custom Visualization Editor. They can then choose the SalesForce List View layout.

After users have created their Sales Cloud List Views, they can now switch between the custom lists. Sales reps can switch between the custom lists by clicking on the Sales Cloud area in the Salesforce Setup. Next, click the Edit Layout button. This will take them to the Custom Visualization editor.

Clicking on the Edit Layout button will allow you to customize the Sales Cloud list view page layouts for each Sales object. Administrators can use this button to open a configurable visual customization editor that allows them to specify which fields should appear in their Salesforce list view.

How many Salesforce list views can you have?

Multiple Salesforce List Views are available to sales reps. You can switch between Salesforce List Views by clicking on Edit Layout in the Salesforce Setup area.

There are no limits to the number of SalesForce lists you can view. There are limitations to the number of SalesForce lists you can switch between.

To switch between Salesforce list view layouts, users need to first navigate to the Salesforce Setup section. From there, click on the Edit Layout Button. This will take them to the Custom Visualization Editor.

Administrators can customize the Sales Cloud object list views for new or existing Sales Cloud objects by adding or removing fields from the standard items in the editor (such as Image Field, Check Box, Text Field)

Sales reps can use List views

Sales Reps can view the Salesforce objects’ list views and create new ones.

They will need to click on My Personal and choose to Customize to access the Visualization Editor. This allows users to add/remove fields and choose the record type that their SalesForce list view should associate with (Leads/Opportunities).

Sales reps can then save their changes by clicking the Save button at the top-right corner of the editor window. Sales reps will need to click the Publish button at the top of the Visualization Editor window for changes made to Sales Cloud list views to be effective.

Salesforce’s powerful Checkbox-based List Views are a great way for sales reps to manage their sales data.

These lists can be viewed and edited from the Salesforce objects’ list section. Users also have the option to modify their page layouts by clicking the Edit Layout button. This takes users into a visual customization editor.

Administrators can now configure which fields will appear in their SalesForce list view. This makes it easy for sales reps and managers to keep track of all of their important leads.

Sales reps can easily keep track of sales data using list views. Sales reps can view the Salesforce objects’ list sections, create new ones, and manage their sales data through List Views via Visualization Editor.

Salesforce lists views allow users to quickly view relevant sales information in one place.

You can view custom lists that have been created under certain records (Leads / Opportunity) and switch between different record types depending on the one you want to use (e.g. Leads vs. Opportunities).

A powerful Checkbox-based layout is also available that makes it easy for them to keep track of sales data and stay organized.

You can save your Sales Cloud list views by clicking on the Save button at the top right corner in Visualization Editor.

To make these changes take effect, sales reps need to click Publish at the top of their window. Next, they will choose the record type they want to associate with (Leads / Opportunities).

Reps’ Salesforce List Views can easily be managed by admins via Customize >Visualization editor. This allows admins to set the fields that should appear in their SalesForce list view. This makes it much easier for sales reps.

How many Sales object list views can users see?

Administrators can also customize the layouts of Salescloud records such as Contacts and Accounts.

Sales reps can view and modify their Salesforce Cloud list views.

Users can access nine (09), Sales cloud object list view views. These include Accounts. Cases. Contacts. Leads. Opportunities. Orders. Products. Quotes. Reports. Administrators can also customize the layouts of Salescloud records such as Accounts, Contacts, and Quotes.

Sales reps can view and modify their Salesforce Cloud listviews by going into their My dropdown menu. Then, they can create new Salesforce listviews by selecting Create New.