What's a List View you're gonna ask?
It's that screen where you can see the list of records for a certain object. One example is the "Recently Viewed" Accounts list.
List Views are everywhere in Salesforce and we use them every single day. Here is one way to make them even better for you!
Tip # 1: Create a private List View
While your administrator probably created a few List View for your team, sometimes you have some personal preferences on the field you want to see or even on the filters you want to use. For example, you might want to see only the account without a billing state/province so you can work on getting that information.
Did you know you can create a new private List View in just a few clicks? Here's how!
Step 1:
Navigate to the object where you want to create a List View.
In this example, I navigated to the Account Object.
Step 2:
On the right side of the page, click on the List View Control button.
Click New on the menu.
Step 3:
In the New List View modal, enter a descriptive name for your List View.
The List API Name will auto-populate.
Ensure the "Only I can see this List View" option is selected.
Click Save.
Step 4:
You can set filters on the List View.
Customize the filters to your needs.
In this example, I added a filter to show only the Accounts where the Billing State/Province is empty.
Step 5:
You can customize the List View by selecting the fields you want to display.
Click on the List View Control button.
Click on "Select Fields to Display" in the menu.
Use the window to show the fields you want.
In this example, I added the Account Number in the displayed fields.
Step 6:
You can access this List View again by using the List View Selection button.
My newly created "Accounts without State/Province" List View is now accessible on the Account Object.
So that's it! You successfully created your private List View.
In the next articles, you will use your custom List Views to make them even more useful.
Admin Note:
Users will need the " Create and Customize List Views" permission, available in the System Permission, to use this functionality.
This permission will NOT allow your users to create public List View.
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