How to Create and Customize List Views

Introduction

Why do we love Salesforce List Views?

List Views helps us get our work done faster by enabling us to filter out records based on any field we have access to. At its core, it’s a shortcut that saves our time exponentially! Who doesn’t love a good shortcut? And the best part → Anyone in your org, Admin or not can create custom list views based on their requirements.

Examples :

  • You need a list of all Contacts in California.
  • You need a list of Opportunities whose Industry is equal to Technology.

The possibilities are endless! Let’s create a List View together!

How to Create a List View

Let’s create a List View in Sales. We require a list of all direct customers in the Billing State/Province – NY or TX. Follow along to get started :

1. From the App Launcher, launch the Sales App and select the Accounts tab.

2. From List View Controls, select New.

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3. In New List View, Enter the following :

  • List Name: Direct Customers
  • Select – All users can see this list view

It should look like the image given below.

4. Click Save.

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The list in front of us includes all Accounts, we’ll need to add a couple of filters ( Filter Panel to the rescue), to trim down the list based on our requirements.

We only want direct customers on the list, let’s start by adding a filter to see only those accounts.

5. Click Add Filter.

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6. Enter the following details in the pop-up that appears :

  • Field: Type
  • Operator: equals
  • Value: Customer – Direct

7. Click Done and Save.

The list should look like this after the filter has been applied, but this is not good enough, we have another requirement pending, we only want those customers with Billing State/ Province equal to NY or TX. We’ll add that in the next step.

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8. Click Add Filter.

9. Enter the following details :

  • Field: Billing State/Province
  • Operator: equals
  • Value: NY,TX

10. Click Done and Save.

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And that’s it, not difficult at all! Now we’re left with only what we want.

How to Customize a List View

We have our custom list view, but what if we want to remove certain columns and add others for our convenience. We can do that too!

1. From List View Controls, click Select Fields to Display.

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2. Let’s remove the following fields: Account Site, Phone and Account Owner Alias from the Visible Fields Area.

3. Let’s add the following fields: Customer Priority, Industry and Annual Revenue to the Visible Fields Area.

4. Click Save.

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And voila, we created a custom list view and customized it, too, with just a few clicks! How cool was that?! Scroll down to view the final result.

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NOTE: I sorted the list by Customer Priority. See the arrow in the Customer Priority column header, you can easily figure out how the list is sorted by looking for that tiny arrow in the column header.

How to Create a List View Chart

Salesforce has this amazing feature that enables us to generate List View Charts from List data.

List view Charts enable us to visualize our list data.

They are of three types :

  • Vertical Bar Chart
  • Horizontal Bar Chart
  • Donut Chart

Let’s create a List View Chart together :

1. From the Sales App, select the Accounts Tab.

2. Select All Accounts from List Views.

3. Click .

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4. Within the charts panel, you need to click , and thereafter select New Chart.

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5. Enter the following details in New Chart :

  • Chart Name: Revenue by Billing City
  • Chart Type: Donut Chart
  • Aggregate Type: Sum
  • Aggregate Field: Annual Revenue
  • Grouping Field: Billing City

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6. Click Save.

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And that’s it! We created a Donut Chart. Here are a few points to keep in mind:

  • Aggregate Type describes the field data calculation, i.e., via sum, count or average.
  • Aggregate Field describes the type of data to calculate.
  • Grouping Field defines the chart segments.

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