Activity Forums Salesforce® Discussions How to create a list view in Salesforce ?

  • Prafull

    Member
    May 30, 2021 at 12:04 pm

    You can create it on any object/tab.

    Go to your App --> tab--> on list of records you've see that below your tab name there is recently viewes record option just change it my --> now in right side on same row you're see that settimg icon click on that --> there os option for new liat view.

    You can use list view to show only filtered records. Inline editing and saving feature.

  • Rahul

    Member
    August 19, 2022 at 4:58 am

    List Views in Salesforce is used to provide a quick overview of the records and also used for reporting. It can be used to display either records or fields. List View can be used to create a custom report in Salesforce. Salesforce Services is committed to delivering the best application development services. A great way to use the list view in Salesforce is to create a user-friendly report that is in spreadsheet format. A report that uses a list view is something that you can use every day in your Salesforce account and it is the best way to see which activities have been completed and which are outstanding. Salesforce leads are important and you will be able to keep track of your top clients. A list view is easy to create if you hire a Salesforce Consultant to do it for you. If you are an active user of an online system, it is easier to create your own reports if you have been trained to do so. To know more about creating a list view, consult with the top salesforce consultant experts. To know about them, visit the link here.

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