How To Create A List View In Salesforce

How To Create A List View In Salesforce

1. Log In: Access your Salesforce account.
2. Select Object: Choose the object (e.g., Contacts, Accounts) for which you want to create a list view.
3. Go to List Views: Click on the "List View" dropdown menu.
4. Create New View: Select "New" to start creating a new list view.
5. Name Your View: Enter a name for your list view.
6. Set Visibility: Choose who can see this list view (e.g., all users, just you).
7. Add Filters: Specify criteria to filter records (e.g., by status, date).
8. Select Fields: Choose which columns to display in your list view.
9. Save Your View: Click "Save" to finalize your new list view.
10. Access Your View: Go back to the List View dropdown to see and select your new view.